Related Manuals for NUANCE OMNIFORM FILLER 4
Summary of Contents for NUANCE OMNIFORM FILLER 4
- Page 1 OmniForm Filler ® User’s Manual Version 4.0 for Windows 95, 98, and NT CAERE CORPORATION 100 Cooper Court Los Gatos, California 95032-3321 USA...
- Page 2 Caere GmbH Innere Wiener Strasse 5 81667 München, Germany Caere UK Information Centre 3 Catherine Place Westminster, London SW1E 6DX Centre d’informations Caere 72, rue Baratte-Cholet 94100 Saint-Maur, France Please Note In order to use this program, you should know how to work in the Microsoft Windows environment, and be aware of many of the universal keyboard shortcuts.
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Page 3: Table Of Contents
Table of Contents Welcome Getting Online Help........................... 2 Help menu............................ 3 Context-Sensitive Help....................... 3 Product Support ..........................4 Chapter 1 Installation and Setup System Requirements ........................6 Registering OmniForm Filler......................6 Installing OmniForm Filler ....................... 7 Installing on a Windows 95, 98, or NT 4.0 Systems ............... 7 OmniForm Filler Features ......................... - Page 4 Solutions to Try First ........................ 62 OmniForm Filler Setup Issues ......................63 Memory and Installation......................63 Installing OmniForm Filler 4.0 over Older Versions ............63 Uninstalling OmniForm Filler......................63 Scanning Graphics into OmniForm Filler..................64 System Hang During Scan ....................... 64...
- Page 5 Operation ............................64 OmniForm Filler Limits ......................64 Inserting OmniForm Filler Forms as OLE Objects ............... 65 Low Memory ..........................65 Low Disk Space ......................... 67 Right Mouse Button Functions....................67 OmniForm Filler Compatibility ..................... 67 Error Messages..........................68 Low Memory or Disk Space Errors ..................68 Scanner Errors..........................
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Page 7: Welcome
Welcome Welcome to OmniForm Filler, and thank you for using our software! OmniForm Filler is the easy way to manage forms electronically. Use OmniForm Filler to fill forms, manage information databases, print, and mail forms to other users. The following documentation has been provided to help you learn about OmniForm Filler. -
Page 8: Getting Online Help
Getting Online Help Using This Manual This manual is written with the assumption that you know how to work in the Windows environment. Please refer to your Windows documentation if you have questions about how to use dialog boxes, menu commands, scroll bars, drag and drop functionality, shortcut menus, and so on. -
Page 9: Help Menu
Getting Online Help Help menu Use the commands in the Help menu to find information about OmniForm Filler topics. OmniForm Filler Help is the first command in the Help menu. Use it to get contents and index listings for all Help topics. Select OmniForm Filler Help to obtain OmniForm Filler’s main Help topics. -
Page 10: Product Support
Product Support Product Support For the fastest and easiest way to get help, please look for solutions in this manual or in the online Help. See “General Troubleshooting Solutions” on page 62 for troubleshooting tips. If you need additional help, please use the following resources: •... -
Page 11: Installation And Setup
Chapter 1 Installation and Setup This chapter describes how to install OmniForm Filler and begin using it, including the following sections: • System Requirements • Registering OmniForm Filler • Installing OmniForm Filler • OmniForm Filler Features • Starting OmniForm Filler... -
Page 12: System Requirements
Install your scanner and test it in Windows according to the manufacturer’s instructions before using it with OmniForm Filler. OmniForm Filler 4.0 for Windows 95, 98, and Windows NT is a 32-bit application and will not run on earlier versions of Windows. -
Page 13: Installing Omniform Filler
Installing OmniForm Filler Installing OmniForm Filler This section describes how to install OmniForm Filler on Windows 95, 98, and NT 4.0. Close all applications — including screen savers and mail applications — to free up memory before installing OmniForm Filler. Installing on a Windows 95, 98, or NT 4.0 Systems Start Windows 95, 98, or Windows NT 4.0. -
Page 14: Omniform Filler Features
OmniForm Filler Features OmniForm Filler Features OmniForm Filler, an easy-to-use environment for working with forms, includes the following features: Form Filling You can fill a form with the information you need and print or mail it. Information entered can easily be searched and sorted in the OmniForm Filler database. -
Page 15: Starting Omniform Filler
To start OmniForm Filler: Click Start in the Taskbar and choose Programs Caere Applications OmniForm Filler 4.0. The OmniForm Filler window appears. Click the Open button or choose Open... in the File menu. The Open dialog box appears. Select a form to open and click Open. - Page 16 Starting OmniForm Filler Chapter 1...
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Page 17: Working With Forms
Chapter 2 Working With Forms This chapter describes the basics of working with forms, including: • Opening a Form • The OmniForm Filler Window • Moving Through Fields • Filling Fields • Spell Checking • Saving Your Form • Printing a Form •... -
Page 18: Opening A Form
To open a form: Click Start in the Taskbar and choose Programs Caere Applications OmniForm Filler 4.0. Click the Open button in the fill toolbar or choose Open... in the File menu. The Open dialog box appears. Make sure OmniForm Form is selected in the Files of type drop- down list. -
Page 19: The Omniform Filler Window
The OmniForm Filler Window The OmniForm Filler Window This section describes the OmniForm Filler window and its fill toolbar. The Filler window contains a fill toolbar and seven menus. A full fill toolbar appears in the OmniForm Filler window after you open a form. -
Page 20: Customizing The Fill Toolbar
The OmniForm Filler Window Customizing the Fill Toolbar You can customize the fill toolbar by choosing the Customize... command in the Tools menu and then selecting the Toolbars tab. You can view and get a description of each button in the toolbar by choosing Customize... -
Page 21: The Fill Toolbar
The OmniForm Filler Window The Fill Toolbar All buttons in the fill toolbar correspond to menu commands of the same name. Clicking a button is the same as choosing its corresponding menu command. Highlight Previous Next Print Open Fill Areas Record Record Record... -
Page 22: Moving Through Fields
Moving Through Fields Moving Through Fields You can click in any field to place the cursor there or you can use the following keyboard commands to move the cursor within a form. Action Key Combination Place the cursor in When a form first opens, press Tab to place the cursor in the first a field field. -
Page 23: Filling Fields
Filling Fields Filling Fields This section describes each type of fillable field in OmniForm Filler, how to fill it, and how to check spelling. It contains the following topics: • AutoFill • Hyperlinks • Type Ahead • Shrink Text to Fit Fields •... -
Page 24: Type Ahead
Filling Fields Type Ahead As you begin to enter a word in a fill text object, OmniForm Filler will automatically complete the word. This option works only when there is previously filled information that matches the word you are entering. Type Ahead also works for dates, times, and pop-up lists. -
Page 25: Comb
Filling Fields Comb Enter characters in a comb field: letters, numbers, or symbols appropriate to the field. Phone numbers and zip or postal codes are commonly used comb fields. A comb field consists of individual comb elements. Each element can contain a different number of characters. prefill 3-character prefill... -
Page 26: Table
Filling Fields Table A table field consists of individual cells. Table cells are fill text fields by default. Enter characters in these cells just as you would in fill text fields. A table cell can also contain any other type of field, even multiple fields of the same or different types. - Page 27 Filling Fields Or, click Browse... if you need to locate a file; select a file, and click OK to return to the Fill Graphic dialog box. The file name appears in the File Name text box. Select an option in the Options drop-down list. •...
- Page 28 Filling Fields You can also enter offset measurements under Offset. This is useful if you want to position a graphic exactly in the field, crop a large graphic, or move the graphic away from a field border that would interfere with its design. •...
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Page 29: List Fields
Filling Fields Type a file name in the File Name text box. This is the file name the graphic will have after it is scanned and saved automatically by OmniForm Filler. • Click Browse... if you need to locate a path for the file. •... -
Page 30: Fields Defined By A Calculation
Filling Fields Fields Defined by a Calculation The only time you would notice a calculation in fill view is when a field fills in automatically. In the example below, the TOTAL field automatically added the amounts entered in the first and second fields. The TOTAL would increase if the third and fourth fields were filled as well. -
Page 31: Ole Objects
Filling Fields OLE Objects Your form’s creator may have inserted OLE objects in the form. OLE stands for object linking and embedding. In OmniForm Filler, OLE objects usually will appear as icons, pictures, or text. Usually, these objects have been inserted to provide the form with more information. For example, you may see an icon in your form such as the one pictured below. - Page 32 Filling Fields OmniForm provides information about whether a signature field is currently signed and verified. Click Database... to access a database where information (for example, passwords, user names and full names) is stored. By accessing the database, you are online and your signature can be readily verified.
- Page 33 Filling Fields If Field Security has been turned on, the locked fields will have a blue border. To display the blue border, make sure Field Security is selected in the View menu. Likewise, if you do not want to display the blue border around locked fields, make sure Field Security is deselected.
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Page 34: Spell Checking
Spell Checking Spell Checking Use the spell-checking feature to verify that field entries are correct. Before you check spelling make sure you have the correct dictionary for the form’s language as described below. Checking the Form Language Selection Choose Options... in the Tools menu. The Options dialog box appears. -
Page 35: Changing The Form Language
Spell Checking Changing the Form Language You can change the selected language for a form in the full version of OmniForm. You may want to do this if: • The form language does not match the selected language for the form. -
Page 36: Saving Your Form
Saving Your Form Select one of the following options as appropriate: Ignore, Ignore All, Change, Change All, Add, or Suggest. Click Close to end the spell check. Click OK in the dialog box that tells you the spell check is done. Saving Your Form You will notice that if you close a form after making data entries that OmniForm Filler does not prompt you to save the changes. - Page 37 Printing a Form Select an option in the Form/Data drop-down list. • Select Form and Data to print all text, graphics, and any information in fillable fields. • Select Data Only to print just the information you have typed in the fillable fields. This is useful if you want to print data over a preprinted form.
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Page 38: Printing Your Form As A Macro
Mailing a Form Printing Your Form as a Macro OmniForm forms can be saved as a macro and then called as an overlay from a printer’s memory, flash memory, or hard disk. OmniForm forms are compatible with the Kelly FlashSIMM for Hewlett-Packard laser printers. -
Page 39: Using The Send
Mailing a Form The Options dialog box appears. Click the General tab. OmniForm Filler selects your installed mail application by default if you have only one installed. Select the program to use if you have more than one installed. Click OK. Using the Send... - Page 40 Mailing a Form Click Range... to open the Record Range dialog box if you want to specify a range of records to send. If you do not specify a range, OmniForm Filler will send all records by default. • Select All Records to send all records in the current database. •...
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Page 41: Adding A Routing Slip
Form Usage Options Adding a Routing Slip Microsoft Exchange/Outlook users can add a routing slip to mail. See the Microsoft Exchange/Outlook documentation for detailed information. To add a routing slip: Open the form to send. Choose Add Routing Slip... in the File menu. The Add Routing Slip dialog box appears. -
Page 42: Changing Form Usage
Form Usage Options Changing Form Usage Choose Form Usage... in the View menu to change the way you can use a form. For example: • You have an original form but decide to use it as it was designed in OmniForm by another person. You would change the form to a designed form. -
Page 43: Managing A Database
Chapter 3 Managing a Database This chapter introduces basic database concepts, including the following sections: • What Is a Database? • Managing Database Records... -
Page 44: What Is A Database
What Is a Database? What Is a Database? A database is a collection of information stored as individual records. Each record uses the same form design but can contain different information in its fields. OmniForm Filler automatically creates a database when you open a form. -
Page 45: Managing Database Records
Managing Database Records Managing Database Records This section tells you how to create a database of records and manage its information. It contains the following topics: • Creating New Records • Duplicating Records • Moving Through a Database • Searching Records for Information •... - Page 46 Managing Database Records To create a new record: Open a form. Click in a field with the cursor or press Tab to place the cursor in the first fillable field. Enter information in the field. OmniForm Filler cannot create a new record until you fill at least one field in an empty form.
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Page 47: Duplicating Records
Managing Database Records Fill in as many fields as you like. Click the New button in the fill toolbar or choose Go To in the Records menu and New in its cascading menu. OmniForm Filler creates and displays a new, empty record with the same form design as the first one. -
Page 48: Moving Through A Database
Managing Database Records To duplicate a record: Open a form. Fill in the information you want duplicated. Choose Duplicate Record in the Records menu. OmniForm Filler duplicates and displays the new record. To change an entry in a filled field, tab to a field or drag your cursor over the entry to highlight it and then type a new entry. -
Page 49: Searching Records For Information
Managing Database Records Next Record Click the Next Record button or choose Go To in the Records menu and Next in its cascading menu to move to the record after the one you are viewing. If you are viewing record 3, for example, the next record is record 4. - Page 50 Managing Database Records The following bulleted items show the results of a search using each available condition option. Proceed to step 4 on page 46 if you already know which condition to select. • is equal to: find an exact match of the Value entry. This finds records that have Franich &...
- Page 51 Managing Database Records • is less than or equal to: find records of equal or lesser value than the Value entry. This finds records that have entries in the Customer field beginning with a symbol, a number, or the letter A up to the entry name itself.
- Page 52 Managing Database Records • contains: find records that contain the Value entry. This search finds records that have Franich & Halsey entered anywhere in the Customer field. Be careful when selecting contains as one of your conditions. In a search for the value male, for example, your search would include any records that contained the word male.
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Page 53: Sorting Records
Managing Database Records OmniForm Filler searches for and retrieves all records that contain the information you specified in the Search dialog box. Click Clear Search to return to the full record set. Search information: the found set contains three records. Under the fill toolbar, OmniForm Filler displays the search information and number of records in the found set. -
Page 54: Recalculating Records
Managing Database Records The Sort dialog box appears. Select the field by which to sort in the Field Name drop-down list. All the fields in your form are listed here. Select a sort order. • Select Ascending Order to sort records from least to greatest; for example, from A–Z or from 0–100. - Page 55 Managing Database Records If another new calculation was added to the same expense form and you recalculated all records, the mileage rates on your old records would also change. They would then be incorrect. To prevent this, you could search the records for those records newer than the date that you changed the mileage calculation, and apply the new calculation only to the newer records.
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Page 56: Deleting Records
Managing Database Records OmniForm Filler recalculates the records according to your specifications. Click OK in the dialog box that informs you how many records were recalculated successfully. Deleting Records This section describes how to delete one or more records in a database. Do this to get rid of old, unwanted, or duplicate records. -
Page 57: Refreshing Records
Managing Database Records To delete a found set of records: To delete a found set of records instead of all records, click Search... in the Records menu to find the records to delete. See page 43 for more information. Choose Delete All Records in the Records menu. A warning dialog box appears. - Page 58 Managing Database Records The Benefits of Exporting Information Export information from records to: • Share information with other OmniForm Filler databases. Information exported as a database file takes up considerably less disk space than the database itself. It can be copied or mailed more quickly than the entire database.
- Page 59 Managing Database Records The Export As dialog box appears. • A file name appears in the File name text box. The file is named by default with the name of the currently open database. You can change the file name if you want. •...
- Page 60 Managing Database Records • Shift-click to select or deselect multiple adjacent records, or hold down the mouse button and drag the cursor over adjacent records. • Ctrl-click to select or deselect multiple non-adjacent records. • Select a field on the right and click <<Remove if you decide not to export its information.
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Page 61: Using Omniform Filler Data Files
Managing Database Records ODBC Options Installed ODBC database drivers appear in the Available Data Sources list box when you select ODBC Database in the Export To drop-down list. Depending on your database driver, you can export up to 255 fields at a time. -
Page 62: Importing Information
Managing Database Records To set up the shared form location: Select or create a folder for your shared OmniForm Filler forms. In OmniForm Filler, choose Options... in the Tools menu. The Options dialog box appears. Click the File Locations tab. Select Shared Forms in the File Types drop-down list. - Page 63 Managing Database Records Data consists of information entered in fields, such as text, check marks, and calculations. Importing data saves you the time of entering the same data manually and allows you to share data with other database users. You must first export data from another database in order to import it into OmniForm Filler.
- Page 64 Managing Database Records The Select Import Files dialog box appears if you selected OmniForm Database. An OmniForm Data (OFD) file has a different icon than a Form (OFM) file. The first New Address file in the picture above is a data file.
- Page 65 Managing Database Records • To link individual fields, select a field on the left, select its corresponding field on the right, and click Link. • Click Auto to automatically link all fields with the same name. Some fields will not have matching names but contain the same information.
- Page 66 Managing Database Records Chapter 3...
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Page 67: Technical Information
Chapter 4 Technical Information This chapter explains how to troubleshoot common problems you may encounter. It also provides technical information on such topics as program operation and compatible file formats. This chapter contains the following sections: • General Troubleshooting Solutions •... -
Page 68: General Troubleshooting Solutions
General Troubleshooting Solutions General Troubleshooting Solutions If you have a problem with OmniForm Filler, first check that your computer, scanner, and other applications are functioning properly. Make backups of OmniForm Filler files regularly, preferably in a location other than your hard drive. This could save you hours or days of work if the unexpected happens: file deletion or corruption caused by disk crashes, viruses, or user error. -
Page 69: Omniform Filler Setup Issues
Installing OmniForm Filler 4.0 over Older Versions Select your current OmniForm Filler folder during installation to install OmniForm Filler 4.0 over a 3.x, 2.x, or 1.x version. OmniForm Filler prompts you to confirm that you want to overwrite the previous version. -
Page 70: Scanning Graphics Into Omniform Filler
Scanning Graphics into OmniForm Filler Scanning Graphics into OmniForm Filler This section describes common scanning problems that may occur if you use a scanner to import a graphic into a fill graphic field: • System Hang During Scan • Scanner Compatibility System Hang During Scan A system hang during a scan could have several possible causes: •... -
Page 71: Inserting Omniform Filler Forms As Ole Objects
Operation Inserting OmniForm Filler Forms as OLE Objects You can insert an OmniForm Filler form in most programs that support object linking and embedding (OLE). If you create a new object rather than creating one from a file, OmniForm Filler launches and the Open dialog box appears. Select an OmniForm form in the dialog box and click Open. - Page 72 Operation Click the Performance tab. All memory information appears in this tab. See your Windows documentation or the Windows online help for more information. You can click Virtual Memory... if you want to change virtual memory settings but it is recommended that users let Windows manage the virtual memory settings.
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Page 73: Low Disk Space
OmniForm Filler Compatibility Low Disk Space Check your Temp folder for unnecessary files if you seem to be running out of disk space too quickly. Files are stored here especially after a system hang or crash. Usually the path to this folder is: c:\Win95\Temp (Windows 95) Right Mouse Button Functions Some programs allow you to reconfigure your right mouse button for... -
Page 74: Error Messages
Error Messages Graphic Formats OmniForm Filler can import the following file types into a graphic object or a fill graphic field: • BMP • GIF • JPEG • PCX • TIFF • Macintosh PICT Image File Formats OmniForm Filler can import and recognize black-and-white forms in either PCX or TIFF format. -
Page 75: Other Error Messages
Error Messages Other Error Messages The following messages are listed alphabetically. Printer error. Unable to use macro to print form. Make sure you have assigned a Macro Number. If this has been assigned, then the current printer may not support macros. See ”Printing Your Form as a Macro”... - Page 76 Error Messages Chapter 4...
- Page 77 Glossary automatic document feeder (ADF) A device that allows you to scan multiple pages without having to place each page in the scanner. Some ADFs are built into scanners; others are add-on products. bitmapped image A collection of bits (dots or pixels) in memory that represent a scanned image.
- Page 78 fax Short for facsimile machine. Faxes scan a page, convert the image to digital data, and send the data over a phone line to another fax machine or computer. The receiving machine then recreates the fax image on paper or stores the data on disk as a fax file. field A form element in fill view into which you can enter information.
- Page 79 smart naming An OmniForm feature that automatically defines fields as a part of Logical Form Recognition and places them in a logical order on the form. If you scanned in an blank form, for example, OmniForm would recognize a Customer field to be a fill text field. It would automatically assign the name Customer to this field.
- Page 80 Glossary 74...
- Page 81 Index Error messages filling 20 Add Routing Slip command 35 all 68 to 69 import options 21 to 23 Adobe Acrobat Reader, installing 4 low disk space 68 importing a graphic from a AutoFill 17 scanner 68 TWAIN source 22 Export Fill Text field 18 benefits of exporting...
- Page 82 Importing use to open shared form 55 to Search 43 Auto linking 59 Sort 47 data 56 to 59 OmniForm Filler Refresh All Records command 51 data sources 56 features 8 Refresh Record command 51 graphics 20 installation 7 Right mouse button linking field names 58 limits 64 unable to use with OmniForm...
- Page 83 checking in fill view 28 to 30 Spelling command 28 to 30 Validation, fields configured with 24 Spelling dialog box 29 View menu commands Standard toolbar 15 Form Usage 36 Support services 4 Virtual memory 66 Supported languages, dictionaries for 28 System requirements 6 Caere site 4 Web sites...
- Page 84 Index...
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