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NUANCE OMNIFORM 5 FOR DESIGNING AND DISTRIBUTING FORMS Manual

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Summary of Contents for NUANCE OMNIFORM 5 FOR DESIGNING AND DISTRIBUTING FORMS

  • Page 2 Legal Notices Important Notice Trademarks and Credits ScanSoft eOmniForm.com, ScanSoft, Inc. ScanSoft Europe BV OmniForm® Version 5...
  • Page 3 Contents Welcome Installation and Setup Chapter 1 Getting Started Chapter 2...
  • Page 4 Creating Forms Chapter 3 Form Design Tools Chapter 4...
  • Page 5 Distributing Forms Chapter 5 Publishing Forms on the Web Chapter 6...
  • Page 6 Technical Information Chapter 7 Index...
  • Page 7 Welcome Using This Guide...
  • Page 8 Conventions Note Additional Information...
  • Page 9 Chapter 1 Installation and Setup...
  • Page 10 System Requirements Note Upgrading from a Previous Version of OmniForm...
  • Page 11 Note Installing OmniForm...
  • Page 12 Click Install OmniForm 5.0 to start installation. Click OmniForm Release Notes to read important last-minute information before installing. Note...
  • Page 13 Registering Your Software with ScanSoft Setting up Your Scanner with OmniForm...
  • Page 14 Supported Scanners Note Starting OmniForm...
  • Page 15 Answer the question on the screen and then click Next. Deselect this option if you do not want the Form Assistant to appear automatically. Opening a Form...
  • Page 16 Make sure is selected as the file type.
  • Page 17 Chapter 2 Getting Started...
  • Page 18 What is OmniForm? What is New in OmniForm 5.0?
  • Page 20 OmniForm Desktop The tools available on the OmniForm desktop depend on the current view. This is the design toolbar. The Designer Toolkit is available when the Form Designer is open. You can copy its pre-designed form elements into your form. Click Form Designer to go into design mode.
  • Page 21 Form Assistant Answer the question on the screen and then click Next. Deselect this option if you do not want the Form Assistant to appear automatically.
  • Page 22 Elements You Can Include on Your Form fixed text fixed graphic (see page 42) (see page 49) fillable text fields (see page 42) circle text (see page 45) table with fillable text fields drop-down list (see page 46) (see page 68) check boxes (see page 44) auto-calculation...
  • Page 23 Designer Toolkit Click here to get a menu of options for Designer Toolkits. Select different Designer Toolkits using this drop-down list. Design Elements in the selected Designer Toolkit appear here. Simply click and drag them into your form.
  • Page 24 Proofreader Click Next to go to the next Proofreading screen.
  • Page 25 Chapter 3 Creating Forms Note...
  • Page 26 Scanning and Converting Paper Forms Note Select this option if you are scanning a form that contains Select this to scan color (text or background) and a paper form. you want to keep the color. Otherwise, the form will be scanned in black and white.
  • Page 27 Note...
  • Page 28 Select this option if you want to retain the scanned picture along with your converted form. Note...
  • Page 29 Importing and Converting Image Files Select this option to import an image file. Select this option if you want OmniForm to convert the form image to an electronic form that can be edited and filled. Otherwise, it will only bring in a picture of the form.
  • Page 31 Creating Brand New Forms Note...
  • Page 32 Select this option if you want to retain the scanned picture along with your converted form.
  • Page 33 Creating Forms with Templates...
  • Page 34 Converting Forms from Other Applications Select OmniForm as your printer.
  • Page 35 Saving Forms as You Work...
  • Page 37 Chapter 4 Form Design Tools...
  • Page 38 Using the Designer Toolkit Click here to get a menu of options for Designer Select different Toolkits, including an option Designer Toolkits for creating new ones. using this drop- down list. Design Elements in the selected Designer Toolkit appear here. Click and drag them into your form.
  • Page 39 Using the Proofreader Click Finish to display the Click Next to go to entire list of topics for which the next Proofreading you can get assistance. This screen. list allows you to skip around to different Proofreader screens.
  • Page 40 Click the topic for which you want assistance. Follow the instructions on the screen.
  • Page 41 Creating Elements on Your Form Selection tool Text tool; see page 42 Line tool; see page 47 Oval tool; see page 47 Rectangle tool; see page 48 Graphic tool; see page 49 Fill Text tool; see page 43 Comb tool; see page 43 Check Box tool;...
  • Page 42 Creating Text Elements fixed text Creating Fillable Text Fields fillable text field...
  • Page 43 Creating Comb Elements...
  • Page 44 Creating Check Boxes You can define three different types of fill options for check boxes.
  • Page 45 Creating Circle Text Elements After a user clicks the text on a form, a circle appears around it to indicate the selection.
  • Page 46 Creating Tables A table consists of cells and a header. Each cell contains a fillable text element by default. Headers contain fixed text elements by default. Creating Lines Lines distinguish separate areas...
  • Page 47 Creating Ovals...
  • Page 48 Creating Rectangles Creating Fillable Graphic Elements After a user clicks the fillable graphic field, they are prompted to select a source for the graphic.
  • Page 49 Adding Graphics to Your Form graphic...
  • Page 50 converted form Originally scanned form...
  • Page 52 Modifying Form Elements...
  • Page 53 Setting the Tab Order on Forms...
  • Page 54 The Tab Order window lists all the fields on the form in their current tab order. Tab numbers appear next to each field on the form.
  • Page 55 Adding Color to Forms Click here to show the color palette. Select the pages where you want to apply the selected color. Click More Colors... to customize colors. See OmniForm’s Help for more information.
  • Page 56 Select the color that Select the pages you want to use instead where you want of the current color. to apply the color changes. The current colors that can be found on your form are listed in this column.
  • Page 57 Adding Hyperlinks Click Browse... to Select the type of locate and select a file. hyperlink you want to use in this drop-down list. You can enter a short description that will appear when ScreenTips are on.
  • Page 58 Note Inserting Objects...
  • Page 59 Select Display as Icon to bring the object in as an icon rather than displaying its actual content.
  • Page 60 Setting Up User Profile Fields...
  • Page 61 Usage Example for a User Profile In Form Designer: In Form Filler: When the form A user opens the is designed, its form and sees that name field is the name field is a linked to the Full User Profile field Name User Profile because it is Field.
  • Page 62 For example, you might want to set up the First Name field as a User Profile field.
  • Page 63 The names of all the fields on your form appear in this list. The standardized User Profile fields to which you can link appear in this list. Click Link to link a selected form field with a selected User Profile field. Currently linked fields appear in the Links list.
  • Page 64 These fields are now linked.
  • Page 65 Note Creating Custom User Profile Fields...
  • Page 66 The names of all the fields on the current form appear in this list. The standardized User Profile fields that you can link to appear in this list. Click Add New to create a custom User Profile field. Enter a name for your custom User Profile field.
  • Page 67 Your new User Profile field appears in the Custom section. Note...
  • Page 68 Setting Up AutoFill Fields Note...
  • Page 69 Select Enable AutoFill and then click AutoFill Wizard...
  • Page 71 The Available fields The fields you list displays all the fields on your form. select appear in the Fields to fill Select a field that you want to be list. These are the fields on the form filled automatically and click the right- that you want to fill automatically.
  • Page 74 Using Calculations in Fields Click Accept Calculation Click Calculation Click Auto Calculation to have to accept the calculation List to open the Calculation List dialog OmniForm try to define a in the text box. box and view all your calculations. calculation automatically.
  • Page 75 Note...
  • Page 76 Setting Up Field Validation...
  • Page 77 Adding Security to Forms with Digital Signatures...
  • Page 78 Select Signature as the field type. Select the type of signature field you want to use.
  • Page 79 Select the fields that you want to lock with the signature field and click Add to add the fields. Setting up an OmniForm User Database for OmniForm Signatures Note...
  • Page 80 If you already have a user database that you want to use with the form, click Browse... to locate it. Note...
  • Page 81 Click New to add a user to the database.
  • Page 82 Users in the database are listed here. Click Delete to remove a selected user from the Click New to add database. users to the database. Note...
  • Page 83 Note Signing and Verifying Digital Signatures A pen with a check mark indicates that the signature was verified to be valid. (A pen with a question mark indicates that the signature cannot be verified.) Fields that are locked by the signature are highlighted with a blue border.
  • Page 84 Protecting Form Design and Data Select this option to protect the information If desired, enter a password in form records. that would be required for turning these protections off. Select this option to protect the form design. Note...
  • Page 87 Chapter 5 Distributing Forms...
  • Page 88 Making Forms Available in Different File Formats...
  • Page 89 If you are saving your form as an RTF, By default, OmniForm HTML, or PDF file, saves your form as an click Options... to OmniForm Form file type. make additional selections for that file type.
  • Page 90 Saving Mailable Filler Forms Note...
  • Page 91 Emailing OmniForm Forms, Data, and Mailable Fillers Specifying What You Want to Email...
  • Page 92 Note Form Filler has these two extra options for sending form data. Form Designer Click Range... to specify a only allows you to send range of records if you the blank form or a are sending form data. Mailable Filler.
  • Page 93 Note Adding a Routing Slip...
  • Page 94 Printing Forms...
  • Page 95 These options appear only if you are printing from Form Filler. If you are printing Form and Data or Data Only, select the records you want to print.
  • Page 96 Publishing Forms to the Web Click Online Forms to display the Online Forms view. You must sign in to If you are a first-time access the Web site user, click here to for your online forms. create an account for yourself and pick a user name and password.
  • Page 97 Chapter 6 Publishing Forms on the Web...
  • Page 98 Tips for Publishing Forms on the Web...
  • Page 99 Previewing Forms in Different Web Browsers The Web browsers that Click Add... if you have you have installed other Web browsers appear in this list. Select installed on your computer the one you want to test. but they do not appear in the list.
  • Page 100 If you know specifically which Web browser will be used to view your form, select that browser. Select Support all the above browsers if you are unsure which browsers will be used. Make sure this selection matches the Web browser that you are going to use to preview your form.
  • Page 101 Publishing Forms on the Web with eOmniForm.com Note...
  • Page 102 Click Online Forms to display the Online Forms view. You must sign in to access the Web site If you are a first-time for your online forms. user, click here to create an account for yourself.
  • Page 104 Click here to publish your form.
  • Page 105 Click here to copy the Web address to the clipboard. The Web address where your form was published appears here. Copy and send this address to the people you want to fill out the form. Note...
  • Page 106 Managing Forms on eOmniForm.com Click here to collect data for your form.
  • Page 107 Click here to show or hide all forms that you have published with eOmniForm.com. Click Show Details to display more All forms that are published information about are displayed in this list. Select each form. the check box next to the ones for which you want to collect Click open to open a data, and then click Collect...
  • Page 108 Note...
  • Page 110 You can assign a password to your form and then give that password to people who will be filling out the form. This password setting does not affect your eOmniForm.com password. After someone fills out and submits your form, they will see a confirmation page with a Continue link on it.
  • Page 111 Accessing eOmniForm.com from a Web Browser Note...
  • Page 112 Publishing Forms on Your Own Web Site Note...
  • Page 113 Note...
  • Page 115 Chapter 7 Technical Information...
  • Page 116 Troubleshooting Solutions to Try First...
  • Page 117 Low Memory Problems Low Disk Space Problems...
  • Page 118 Improving Performance Document Quality Scanning Angle Scanner Glass Clarity...
  • Page 119 Paper Transparency OmniForm Compatibility and Limits Supported Databases Supported Graphic Formats...
  • Page 120 OmniForm Limits Uninstalling OmniForm Note...
  • Page 121 Index...

This manual is also suitable for:

Omniform 5.0

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