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Summary of Contents for NUANCE OMNIFORM FILLER 3
- Page 1 OmniForm Filler ® User’s Manual Version 3.0 for Windows 95 and NT CAERE CORPORATION 100 Cooper Court Los Gatos, California USA 95032-3321...
- Page 2 Caere GmbH Innere Wiener Strasse 5 81667 München, Germany Caere UK Information Centre Abbey House 4 Abbey Orchard Street Westminster, London SW1P 2JJ Centre d’informations Caere 50 rue des Archives 75004 Paris, France Please Note 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.
- Page 3 Chapter 1 Introduction 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. This chapter gives an overview of the form filling and information management capabilities OmniForm Filler provides, as well as an explanation of how to use the documentation.
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Page 4: 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 5: Using The Documentation
Using the Documentation Using the Documentation This section explains the various instructional and formatting conventions used in this manual. Online Help OmniForm Filler has both online help and context-sensitive help. Use the commands in the Help menu to find information on OmniForm Filler topics and on using Help itself. - Page 6 Using the Documentation Symbols Two symbols are used in this manual to highlight text. This symbol means Note. It introduces a tip or an item of note. This symbol means Warning. It introduces cautionary text. 4 Introduction...
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Page 7: Installation And Setup
Chapter 2 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 • Starting OmniForm Filler Installation and Setup 1... -
Page 8: System Requirements
Install your scanner and test it in Windows according to the manufacturer’s instructions before using it with OmniForm. OmniForm Filler 3.0 for Windows 95 and Windows NT is a 32-bit application and will not run on earlier versions of Windows. -
Page 9: Installing Omniform Filler
Installing OmniForm Filler Installing OmniForm Filler This section describes how to install OmniForm Filler on Windows 95 and on Windows 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 or Windows NT 4.0 System Start Windows 95 or Windows NT 4.0. -
Page 10: Starting Omniform Filler
To start OmniForm Filler: Click Start in the Taskbar and choose Programs Caere Applications OmniForm Filler 3.0. 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 11: Working With Forms
Chapter 3 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 12: Opening A Form
To open a form: Click Start in the Taskbar and choose Programs Caere Applications OmniForm Filler 3.0. Click the Open button in the standard 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 13: The Omniform Filler Window
The OmniForm Filler Window The OmniForm Filler Window This section describes the OmniForm Filler window and its standard toolbar. The Filler window contains a standard toolbar and seven menus. A full standard toolbar appears in the OmniForm Filler window after you open a form. -
Page 14: The Standard Toolbar
The OmniForm Filler Window The Standard Toolbar All buttons in the standard toolbar correspond to menu commands of the same name. Clicking a button is the same as choosing its corresponding menu command. Highlight Next Previous Print Open Fill Areas Record Record Record... -
Page 15: 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 the Tab key to place the cursor in a field the first field. -
Page 16: 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: • Type Ahead • Fill Text • Comb • Check Box •... -
Page 17: Check Box
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 18: Fill Graphic
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 19 Filling Fields Enter a file name in the File Name text box. 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 20 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 21: 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 22: 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 23: 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 24: 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 25: 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 26: Saving Your Form
Saving Your Form 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. This is because OmniForm Filler saves automatically. There is no save command but there is a Save As... - Page 27 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 28: Printing Your Form As A Macro
Printing 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 29: Mailing A Form
Mailing a Form Mailing a Form This section describes how to select a mail system and mail a form from OmniForm Filler. You must have either Lotus cc:Mail (2.0 and above), Lotus Notes, or Microsoft Exchange/Outlook installed to mail a form. Selecting a Mail System Choose Options... - Page 30 Mailing a Form Select an option. • Select Form and Data to send all text, graphics, and any information in fillable fields. • Select Data Only to send just the information you have typed in the fillable fields. • Select Form Only to send a blank form, that is, without any information in fillable fields.
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Page 31: Adding A Routing Slip
Mailing a Form Enter the appropriate information in your mail program’s dialog box. Refer to your mail program’s documentation for more information. The following box shows the Lotus CC: Mail application dialog box. Click Send to mail your information as specified. Adding a Routing Slip Microsoft Exchange/Outlook users can add a routing slip to mail. -
Page 32: Form Usage Options
Form Usage Options Form Usage Options This section describes form usage: what is it and how to change it. What Is Form Usage? Form usage affects how a form appears and the way you can use it in OmniForm Filler. The forms you use were created in the OmniForm program and designed according to the wishes of the creator. - Page 33 Form Usage Options To change form usage: Choose Form Usage... in the View menu. The Form Usage dialog box appears. Select a form usage option. • Select Use Designed Form to view the form as it was designed by another person. •...
- Page 34 Form Usage Options 24 Working With Forms...
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Page 35: Managing A Database
Chapter 4 Managing a Database This chapter introduces basic database concepts, including the following sections: • What Is a Database? • Managing Database Records Managing a Database 1... -
Page 36: 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 37: 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 38 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 39: Duplicating Records
Managing Database Records Fill in as many fields as you like. Click the New button in the standard 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 40: 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 41: 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 42 Managing Database Records Select a condition in the Condition drop-down list. A condition describes how to look for information entered in the Value text box. For example, suppose you entered the words Franich & Halsey in the Value text box. The following bulleted items show the results of a search using each available condition option.
- Page 43 Managing Database Records • is less than: find records of lesser value than the Value entry. This finds records that have entries in the Customer field beginning with a symbol, a number, or letters earlier in the alphabet than the entry, for example, France or Dharma Dogs. •...
- Page 44 Managing Database Records • does not end with: find records that do not have the Value entry at the end of the selected field or records that do not contain the value entry at all. This search finds records that do not have Franich & Halsey at the end of an entry in the Customer field.
- Page 45 Managing Database Records Type the text to find in the Value text box. Information is not case-sensitive. Typing Los Gatos is the same as typing los gatos. How OmniForm Filler searches for the information in the Value text box depends on the selection in the Condition drop-down list as described in the previous step.
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Page 46: Sorting Records
Managing Database Records Click Clear Search under the standard toolbar to return to the full record set when you are done. Sorting Records You can sort records in OmniForm Filler in ascending, descending, or original order entry. This is useful for many situations. If you wanted to export mailing information, for example, you could sort records by postal code to reduce bulk mailing costs. -
Page 47: Recalculating Records
Managing Database Records Recalculating Records Recalculating records applies any new or changed calculations to selected records in a database. Until you use the Recalculate... command, new or changed calculations apply only to new records. This command reapplies all existing calculations to the selected records. You may not always want this to happen. - Page 48 Managing Database Records To recalculate records: Choose Recalculate... in the Records menu. The Recalculate dialog box appears. Select the records to recalculate. • Select All Records to apply the new or changed calculation to either the current found set or to every record in the database if the entire record set is open.
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Page 49: Deleting Records
Managing Database Records 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. You cannot undo a record deletion! You can export information from a record first if you want to delete a record but save its data. -
Page 50: 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 4-7 for more information. Choose Delete All Records in the Records menu. A warning dialog box appears. -
Page 51: Exporting Information
Managing Database Records Exporting Information This section explains the benefits of exporting information and how to export information from an open OmniForm Filler database. See “Importing Information” on page 4-22 for information on how to import information into a database. The Benefits of Exporting Information Export information from records to: •... - Page 52 Managing Database Records Select a database file type in the Export To drop-down list. • Select OmniForm Database to export information to an OmniForm Filler Data file. • Select ODBC Database to select a data source in the Available Data Sources list box. See “ODBC Options”...
- Page 53 Managing Database Records Select each field that contains the information to export and click Add>> to move it to the Fields to Export list box. • Shift-click to select or deselect multiple adjacent records, or hold down the mouse button and drag the cursor over adjacent records.
- Page 54 Managing Database Records Click OK. OmniForm Filler exports the information in the selected fields to the specified file. Click OK in the dialog box that tells you how many records were successfully exported. 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.
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Page 55: Using Omniform Filler Data Files
Managing Database Records Using OmniForm Filler Data Files This section explains how to use OmniForm Filler Data files to open shared forms and how to set up a shared form location. A shared form is one other users can access. When you export OmniForm Filler data from a form, the form’s file name is stored inside the Data file. -
Page 56: Importing Information
Managing Database Records To use an OmniForm Filler Data file to open a shared form: Locate the OmniForm Filler Data file to use. Double-click the file or select it and choose Open in its folder’s File menu. A copy of the shared OmniForm Filler Form from which the OmniForm Filler Data file was exported opens. - Page 57 Managing Database Records The Import Setup dialog box appears. Select the type of database information to import in the Import From drop-down list. • Select OmniForm Database to import information from an OmniForm Form or from an OmniForm Data file. •...
- Page 58 Managing Database Records Locate and select a Data file to import. Click OK. Depending on the database source you chose, more dialog boxes may appear. Select the appropriate options. The Import dialog box appears after you select a file. • Fields in the open OmniForm Filler database appear on the left.
- Page 59 Managing Database Records Linked fields appear in the Links list box. • Select a link in the Links list box and click Unlink to unlink it. • Click Unlink All to unlink all fields. • Select Recalculate Imported Records According to Form’s Calculations when it is selectable to apply existing calculations to the imported records.
- Page 60 Managing Database Records 26 Managing a Database...
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Page 61: Technical Information
Chapter 5 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 62: 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 63: Omniform Filler Setup Issues
Installing OmniForm Filler 3.0 over Older Versions Select your current OmniForm Filler folder during installation to install OmniForm Filler 3.0 over a 2.x or 1.x version. OmniForm Filler prompts you to confirm that you want to overwrite the previous version. -
Page 64: Uninstalling Omniform Filler
Exit from OmniForm Filler. Click Start in the Taskbar and choose Programs Caere Applications Uninstall OmniForm Filler 3.0. Click Yes to confirm that you want to remove OmniForm Filler. Windows removes OmniForm Filler from your system. Click OK in the confirmation dialog box. -
Page 65: 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 66: Operation
Operation Operation This section provides troubleshooting techniques for potential operational problems as well as additional technical information: • OmniForm Filler Limits • Inserting OmniForm Filler Forms as OLE Objects • Low Memory • Low Disk Space • Right Mouse Button Functions OmniForm Filler Limits The following limits apply in OmniForm Filler: •... - Page 67 Operation Amount of Memory Available You can find out how much memory you have and how much is currently available. To check available memory in Windows 95: Click the Start button in the Taskbar and choose Settings Control Panel. Double-click System in the Control Panel. The System Properties dialog box appears.
- Page 68 Operation Virtual Memory OmniForm Filler uses virtual memory when memory runs low. Windows uses disk space to simulate the RAM it does not have available. Your system runs more slowly when it has to use virtual memory. Try closing any other open applications and restarting your computer or Windows to free up memory so OmniForm Filler does not use virtual memory.
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Page 69: Omniform Filler Compatibility
OmniForm Filler Compatibility OmniForm Filler Compatibility This section provides OmniForm Filler compatibility lists. Database Information Exchange OmniForm Filler uses industry-standard ODBC to exchange information with the following databases: • Microsoft Access (2.x or higher) • dBase (III or higher) • Excel (3.0 or higher) •... -
Page 70: Low Memory Or Disk Space Errors
Error Messages Error Messages Where possible, OmniForm Filler error messages attempt to pinpoint a problem and offer a solution. Sometimes one solution may not work or there may be more information that does not fit into the dialog box. Low Memory or Disk Space Errors If an error message contains the instruction “Close open windows and applications to free up memory”... -
Page 71: Caere Product Support
Caere Product Support Caere Product Support Product support is available if you need help. First, please check this manual to find the information you need, or look in the online help if you can run OmniForm. You may save yourself a phone call. World Wide Web Caere’s home page is located at: http://www.caere.com... - Page 72 Caere Product Support 12 Technical Information...
- Page 73 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 74 field A form element in fill view into which you can enter information. A field might contain text, such as your name in a Name field, or preformatted OmniForm Filler information, such as a check that appears when you click a check box field. field validation In OmniForm, a feature that prompts a user to enter specific data in a field or to not leave a specific field empty.
- Page 75 sort To arrange records by a field category, in ascending, descending, or creation order. You might, for example, sort invoices by an Amount Owed field to facilitate billing. standard toolbar The toolbar that contains buttons for basic file operation such as saving and printing, and for moving through records in a database.
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