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SimpleIndex can bring speed and efficiency to your scanning or doc filing no matter the process. Even if all you are doing is hand keying a few basic details about a document, breaking those details into individual indexes and adding tools like drop down choice lists, automatic orientation, and blank page deletion ensure a smoother, more consistent process.

Automation

Here’s where things start to get interesting. From basic tasks like splitting individual documents within at stack of pages by spotting a blank page, a specific mark, or a barcode separator to capturing index data directly from the page or looking up additional details about a document in a database, SimpleIndex has a host of powerful tools to tame your piles of paper or drives full of digital files. Let’s look at a few.

OCR

Optical Character Recognition is the ability to take a scan, which is merely a picture of a page, and turn it into words that the computer can understand and use to index your files. SimpleIndex leverages the power of ABBYY FineReader, recognized as one of the best OCR engines on the market, to accurately capture names, dates, important numbers, document types, and other details about your file. Some products have you set a box and capture whatever information happens to fall in that zone. SimpleIndex takes it further with Dynamic Zone OCR to enable you to set an oversized zone that allows for shifting of the pages between scans, but still captures just the date you need by matching against templates, lists, or even Regular Expressions (RegEx). You can also skip the zones entirely and use the full text of a page to find matches for your index data.

Barcodes

Document Management

The phrase “document management” is rather broad and can apply to a variety of scenarios depending on the needs (and size) of the business. In some instances we are talking about a system that merely gives us an efficient way to scan paper and save it out in an orderly, intuitive structure. Other times, we need to bring in search and viewing capabilities that are all handled inside a single piece of software.

Likewise we may be working with more than just digitized paper files. Native born electronic documents such as MS Office docs, CAD drawings and graphics files. There can also advanced records management requirements like access audit trails, document retention, lifecycle and workflow. These features are especially important when dealing with regulatory compliance such as HIPAA and Sarbanes-Oxley.

Simple Document Management Systems

Personal & Small Business

Users within a single department, working from home or who have a small business can simply scan their documents to a folder that is shared to everyone. In this “ad-hoc” scenario you only need some basic document scanning software to simplify and bring consistency to your filing system. Our SimpleIndex software is a perfect all-in-one scanning and document management tool for this purpose.

If you want to move to the next level, there are Desktop Document Management options that provide an all-in-one means for capture, storage, search and retrieval of documents. These solutions are affordable and focused on automating process of organizing and filing documents rather than advanced security and workflow features found in enterprise solutions.

And let’s not forget cloud-based options that alleviate the need to maintain storage servers or keep software up to date.

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