Contents Welcome What is OmniForm Filler? OmniForm Filler Features Using This Guide Conventions Additional Information Installation and Setup Chapter 1 System Requirements Upgrading from a Previous Version of OmniForm Filler Installing OmniForm Filler Starting OmniForm Filler Working with Forms Chapter 2 Opening a Form for Filling Moving Through Fields on a Form Working with Different Field Types...
Page 4
Circle Text Fields Table Fields Fillable Graphic Fields Drop-Down List Fields Digital Signature Fields Verifying Digital Signature Fields Fields with Validation Settings Fields Defined by Calculations Using the Type Ahead Feature Shrinking Text to Fit Fields Adding File Attachments to Form Records Entering Data Automatically with User Profiles Adding Data to User Profiles Entering Data Automatically with Client Profiles...
Page 5
Exporting Data Importing Data Protecting Data Controlling OmniForm Filler by Voice Chapter 4 Speech Recognition Engines Supported by OmniForm Filler Automatic Speech Recognition ScanSoft Dragon NaturallySpeaking Speech Recognition in Windows XP Tablet PC Edition Automatic Speech Recognition Enabling Navigation Filling Supporting Dragon NaturallySpeaking Enabling Navigation...
Page 6
Selecting annotations and drawings Resizing or moving annotations and drawings Deleting annotations and drawings Technical Information Chapter 6 Troubleshooting Solutions to Try First Low Memory Problems Low Disk Space Problems OmniForm Filler Compatibility and Limits Supported Databases Supported Graphic Formats OmniForm Filler Limits Uninstalling OmniForm Filler Index...
Welcome Welcome to OmniForm Filler from ScanSoft, Inc. This user’s guide is intended for the person who will be filling out electronic forms and managing form data records in an OmniForm ® database. It provides you with installation and setup instructions, task-oriented instructions for filling and managing forms, and technical information.
OmniForm Filler Features The following is a list of features that are available with OmniForm Filler. Form Filling You can easily fill out information on a form and then print or mail it. For more information, see Chapter 2. Automatic Data Entry with User and Client Profiles The User Profile and Client Profile features save you time by automatically filling out repetitive information on forms for you.
When OmniForm Filler is installed on a tablet PC running Windows XP Tablet PC Edition, it can also use the device’s built-in speech recognition technology. Utilizing Tablet PC Functionality On a tablet PC you can use the tablet pen to handwrite directly into OmniForm fields.
Conventions This user’s guide uses the following conventions: Bold text Emphasizes new terms, commands, screen names, and headings. Italic text Emphasizes new terms, commands, screen names, and headings in callout text that accompanies graphics, as well as document names. Note Presents an item of additional information.
Chapter 1 Installation and Setup This chapter describes how to install and get started using OmniForm Filler software. It includes the following topics: System Requirements Upgrading from a Previous Version of OmniForm Filler Installing OmniForm Filler Starting OmniForm Filler...
System Requirements These are the minimum system requirements to install and run OmniForm Filler: Note Performance and speed will be enhanced if your computer’s processor, memory, and available disk space exceed the minimum requirements. Computer with a Pentium or higher processor; Tablet PC to access its special services within OmniForm Filler Windows 95C, Windows 98SE, Windows 2000, Windows ME, or Windows NT 50MB of free hard disk space...
Chapter 1 Note You must update a form to the new version of OmniForm in order to take advantage of new features such as Client and User Profile fields and file attachments. However, if you do not need to use the new features, you are not required to update the form.
Page 14
To install OmniForm Filler: Insert OmniForm Filler’s CD-ROM in the CD-ROM drive. The setup program should start automatically. If it does not start, locate your CD-ROM drive in Windows Explorer and double-click the Setup.exe program at the top-level of the CD-ROM. The first setup screen looks like this: Click Install OmniForm Filler to start installation.
Chapter 1 Starting OmniForm Filler To start OmniForm Filler, do one of the following: Click Start in the Windows taskbar and choose Programs > ScanSoft OmniForm Filler 5.5 > OmniForm Filler 5.5 Double-click the OmniForm Filler icon in the program’s installation folder. The OmniForm Filler desktop looks like this when you first open it: Click the Open button to open a form.
Page 16
After you open a form, more OmniForm tools appear on the desktop: Standard buttons appear for printing, spell checking, resizing the view, and other tasks. Use this button to highlight fillable fields. Use these buttons to scroll through records in your database.
Chapter 2 Working with Forms This chapter describes how to work with forms in OmniForm Filler. It includes the following topics: Opening a Form for Filling Moving Through Fields on a Form Working with Different Field Types Using the Type Ahead Feature Shrinking Text to Fit Fields Adding File Attachments to Form Records Entering Data Automatically with User Profiles...
Opening a Form for Filling You can have multiple forms open at the same time. Use the Window menu to switch between open forms. To open a form for filling: Open OmniForm Filler or OmniForm. Click the Open button or choose Open... in the File menu. The Open dialog box appears.
Chapter 2 Moving Through Fields on a Form After opening a form in OmniForm Filler, click in any field to place the cursor there and start entering the desired information. You can continue to move the cursor from field to field using your mouse. Or, use the following keyboard combinations to move the cursor within a form.
Working with Different Field Types An OmniForm Form can have a lot of different field types. The following illustration shows an example of some of the common fields you might find when filling out forms. circle text field fillable text fields (see page 22) (see page 21) table with fillable...
Chapter 2 Fillable Text Fields You can enter characters in a fillable text field such as letters, numbers, symbols, and dates. Enter text directly in a fillable text field. Note Make sure Highlight Fillable Fields is selected in the View menu to highlight fillable fields in yellow.
Check Box Fields Check boxes are commonly used for Yes/No questions and for selecting an item in a group. Click a check box to fill it. A filled check box field can contain a check mark, an X mark, or a solid fill: Depending on how it was designed, a filled check box can appear...
Chapter 2 Table Fields A table field consists of individual cells, which are generally fillable text fields. You can enter characters in these cells just as you would in regular text fields. A table might also contain other field types, such as check boxes. Fillable Graphic Fields A fillable graphic field allows you to insert a graphic into a form.
Page 24
To import an existing graphic: Click the fillable graphic field. The Fill Graphic dialog box appears. Select Graphic File in the Source drop-down list. Enter a file name in the File Name text box. Or, click Browse... to locate the file.
Chapter 2 Type a file name in the File Name text box. The graphic will be saved with this file name after it is scanned. Select the desired size and other settings for the graphic. Click Help to get more information on the available settings. Place the page with the graphic in your scanner, making sure it is aligned correctly.
Digital Signature Fields A digital signature field allows you to lock specific fields on a form using a password. This authenticates a form and protects its data from unauthorized modification. For example, an expense report form might require a signature. Once “signed,”...
Chapter 2 Verifying Digital Signature Fields Digital signature fields are only of value if you can verify that the signatures are valid. After a digital signature field is signed, the authentication process tries to verify the signature to ensure that it is valid. To see the verification status of a signed digital signature field: Open the form in OmniForm Filler.
Fields with Validation Settings Some fillable text fields might be designed with validation settings such as: Requiring information to be entered so that the field is not left blank Requiring specific information to be entered Requiring information to be entered from a list of choices For example, you might be required to enter a valid date in a Date field.
Chapter 2 Click the Filling tab. Select Enable Type Ahead if you want to use this feature. Deselect it if you do not want to use this feature. Click OK. Shrinking Text to Fit Fields The text you enter might not always fit in the text fields provided on a form. To fix this, OmniForm can automatically shrink your text to make it fit in the fields.
Adding File Attachments to Form Records You can attach files to your form records. For example, you might want to attach scanned receipts to your expense records. To attach a file to a form record: Open the form in OmniForm Filler. Click the Insert File Attachment button or choose Insert File Attachment...
Page 31
Chapter 2 Click Open. The selected file is attached, and an icon is displayed for it in an attachment window below the form. An icon represents the file attachment. Double- click it to open the file in its own application. Right-click the icon to open, save, or remove the attachment.
Entering Data Automatically with User Profiles A User Profile is a convenient feature that remembers and stores information about you when you are filling out a form. This information can then be entered automatically each time you fill out forms for yourself. This example illustrates how a User Profile would work to automatically insert your name into a form.
Page 33
Chapter 2 To create a User Profile: Choose Edit User Profiles... in the Profiles menu. Click New. Select this option if you want data to be added Type the desired name automatically to the User for your User Profile. Profile when it is first entered.
Page 34
Click OK in the confirmation dialog box. The Edit User Profiles dialog box now lists your new User Profile. The new User Profile is listed. Click Edit to open the selected User Profile and add data to it directly. Click Edit to edit the User Profile directly. See the next section for more information.
Chapter 2 Click Yes if you are asked to confirm the selection. The User Profile data will be filled into the applicable User Profile fields. If you do not yet have any data in the User Profile, see the next section for information on adding data.
Page 36
To add data to a User Profile directly: Choose Edit User Profiles... in the Profiles menu. The Edit User Profiles dialog box appears. Select the User Profile you want to edit and click Edit. Working with Forms...
Page 37
Chapter 2 Select the User Profile you want to edit and click Edit. The selected User Profile appears. Click the page numbers to get to different types of data fields. A User Profile form looks very similar to a regular OmniForm Form. It contains a standardized list of commonly used fields.
Entering Data Automatically with Client Profiles A Client Profile is a convenient feature that remembers and stores information about other people, such as your customers, employees, and family members. This information can then be entered automatically each time you fill out forms on their behalf.
Page 39
Chapter 2 To set up fields on a form so that they can receive Client Profile information: Open the form in OmniForm Filler. For example, you might want to set up the First Name field on this form to receive information from Client Profiles.
Page 40
Choose Link Field to Client Profile... in the Profiles menu. (You can also right-click the field to choose this command.) The Link Field to Client Profile dialog box appears. The name of the currently selected field appears here. The name of the Client Profile field to which you are linking appears here.
Page 41
Chapter 2 Type a name for the Client Profile field that you want to link with the selected form field. Or, if there is an existing Client Profile field that you want to link to, select it in the list box. The name that you enter will become part of your master list of Client Profile fields, and will be selectable for future forms.
Page 42
Note To turn off a Client Profile field link, right-click the field and choose Unlink Field from Client Profile. To create a Client Profile and apply it to a form record: Open the form in OmniForm Filler. Fields that have been set up to receive Client Profile information are highlighted in green when Highlight Client Profile Fields is turned on in the Profiles menu.
Page 43
Chapter 2 Choose Apply Client Profile... in the Profiles menu. The Apply Client Profile dialog box appears. Select this option to create a new Client Profile. Type a name for your Client Profile here. Client Profiles that you have already created appear here.
Page 44
To apply an existing Client Profile to a form record: Open the form in OmniForm Filler. Fields that have been set up to receive Client Profile information are highlighted in green when Highlight Client Profile Fields is turned on in the Profiles menu.
Page 45
Chapter 2 To add data to a Client Profile: Open the form in OmniForm Filler. Fields that have been set up to receive Client Profile information are highlighted in green when Highlight Client Profile Fields is turned on in the Profiles menu.
Enter information in a field that has been set up to receive Client Profile information. The information that you enter into the field is automatically added to the current Client Profile. If you modify the information later, the modified information is automatically updated in the Client Profile. Repeat step 3 until you have added the desired data to the Client Profile.
Chapter 2 Click OK. On your form, a red wavy line appears under possibly misspelled words and double entries. Right-click an error and select the desired correction from the menu that appears. To spell check your form: Click the Spelling button or choose Spelling... in the Tools menu. The Spelling dialog box appears and displays the first questionable word.
Choose Save As... in the File menu if you want to save a form to another location or with a different file name. Printing Forms To print your form: Click the Print button or choose Print... in the File menu. The Print dialog box appears.
Chapter 2 Click OK to start printing. OmniForm prints your form with the selected settings. Emailing Forms You can send your OmniForm Forms and form data as email attachments if you use Lotus cc:Mail, Lotus Notes, Microsoft Exchange, or Microsoft Outlook. OmniForm selects your installed email application by default if you have only one installed.
Specifying What You Want to Email When you email a form from OmniForm Filler, you have the choice of sending it in the following ways: blank OmniForm Form OmniForm Form and data data only To send a form as an email attachment: Open the form that you want to send.
Chapter 2 Adding a Routing Slip If you are a Microsoft Exchange or Outlook user, you can add a routing slip to email. Please see your Microsoft documentation for more information on routing slips. To add a routing slip: Open the form that you want to send. Choose Add Routing Slip...
Chapter 3 Working with OmniForm Databases Every OmniForm Form is automatically set up with a searchable database. This chapter describes how to work with OmniForm databases. It includes the following topics: About OmniForm Databases Moving Through Records in a Database Creating New Records Duplicating Existing Records Searching Records...
About OmniForm Databases Every OmniForm Form has its own OmniForm database associated with it. An OmniForm 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.
Chapter 3 Moving Through Records in a Database If an OmniForm database has more than one record, you can use the Record buttons in the fill toolbar or the Go To commands in the Records menu to move through the database records. Goes to Goes to next previous record.
Page 56
Enter the desired information in the record. OmniForm prompts you to save form records as you fill them out. Saving can occur after various actions, such as moving from one record to another, printing or closing a form, and before importing or exporting data In all these cases the Save Record warning appears: Select Do not prompt me again.
Chapter 3 Duplicating Existing Records You can duplicate an existing form record to create a new record with the same data. For example, you might do this if you need to enter most of the same information from an existing form record into a new record. You cannot duplicate records if data protection is turned on for the form.
Page 58
Select the field that you want to search in the Field Name drop-down list. This is the field that contains the information you want to find. All the fields in your form are listed here. Select a condition in the Condition drop-down list. A condition describes how to look for information entered in the Value text box.
Page 59
Chapter 3 Click OK to begin the search. OmniForm searches and retrieves all records that contain the information you specified in the Search dialog box. The search results are reported directly above the form, and the active record set switches to just the found records. After a search, the record set switches to just the found records.
Sorting Records You can sort records in OmniForm based on the ascending, descending, or original order of specific fields. For example, you could sort invoices by date to find the most delinquent accounts. To sort records: Open a form in OmniForm Filler. Choose Sort...
Chapter 3 Recalculating Records Recalculating records applies any new or changed calculations to selected records in a database. Until you recalculate records, new or changed calculations apply only to new records. For information on creating calculations in records, see the OmniForm User’s Guide.
Select From/To and enter a range to apply the new or changed calculation to a range of records. For example, entering 1 in the From text box and 5 in the To text box would recalculate the first five records in your database or found set.
Chapter 3 To delete a specific set of records: Open a form in OmniForm Filler. Click Search... in the Records menu to find the specific records to delete. See page 57 for more information on searching for records. After finding the desired records, choose Delete All Records in the Records menu.
Refreshing Records in a Shared Form If you are sharing an OmniForm database with other users, you can refresh records to see if they have been updated by others while you were working on it. To refresh a record or records: Open a form in OmniForm Filler.
Page 65
Chapter 3 To export information: Open a form in OmniForm Filler. Choose Export Data in the File menu. Previously saved export selections appear in this list. Click New to start your export. Click New to start the export process. The Export Setup dialog box appears. Note Installed ODBC database drivers appear in the Available Data Sources list box when you select ODBC Database in the Export To drop-down...
Page 66
Select where you want to export your data in the Export To drop-down list and click OK. The type of dialog box that appears next depends on the type of database file you selected. For example, the Export As dialog box appears if you selected to export to an OmniForm Database.
Page 67
Chapter 3 Repeat step 6 until you are finished selecting the desired fields. Then click OK. The Export Data dialog box asks you what you want to do next. When you export data from OmniForm, you can save and reuse your export selections for future exports.
To use saved export settings: Open a form in OmniForm Filler. Choose Export Data in the File menu. Click Delete to remove Previously saved the selected saved export selections export settings. appear on this list. Click Edit to modify the selected saved export settings.
Page 69
Chapter 3 To import data into an OmniForm database: Open a form in OmniForm Filler. If you are going to import from another OmniForm database, make sure that the OmniForm file is closed. Choose Import Data... in the File menu. The Import Setup dialog box appears.
Page 70
Locate and select the OmniForm file you want to import, and click Open. More dialog boxes may appear depending on the database source you selected. Select the appropriate options. For example, the Import dialog box appears after you select an OmniForm file. Fields in the open Click Range to OmniForm...
Chapter 3 Protecting Data Any change made to a form’s design affects all records in its database. For example, if someone deletes a fillable text field, all the information entered for that field in all form records will be deleted. Therefore, you might want to protect a form’s design and data from being altered, especially if it is going to be shared by multiple people.
Chapter 4 Controlling OmniForm Filler by Voice OmniForm Filler provides capabilities for different voice engines. This chapter describes how to utilize them. It includes the following topics: Speech Recognition Engines in OmniForm Filler Automatic Speech Recognition Supporting Dragon NaturallySpeaking Speech Recognition in Windows XP Tablet PC Edition...
Speech Recognition Engines Supported by OmniForm Filler You can use three speech recognition engines with OmniForm Filler. These are: Automatic Speech Recognition Automatic Speech Recognition (ASR) is a speech recognition engine integrated into OmniForm Filler. It needs no training, is speaker independent, and requires small resources from the system.
Chapter 4 Automatic Speech Recognition Enabling You need to enable Automatic Speech Recognition in order to use it during your work with OmniForm. To enable Automatic Speech Recognition: Click the Voice Navigation button or choose Voice Navigation from the Tools menu. Navigation The most frequently used functionality with Automatic Speech Recognition is page navigation, field navigation, editing, zooming and data handling.
Page 76
Editing Change Option Changes combo box selection Check Checks checkbox Delete Backspace Delete That Deletes selected text Zooming Zoom In Zooms in Zoom Out Zooms out Zoom Page Width Zooms to page width Zoom Full Page Zooms to full page Data Handling New Record Inserts a new record...
Chapter 4 Filling Automatic Speech Recognition has also a limited functionality for filling forms. Words can be spelled into form fields, and the input of date values is made easier by recognizing month names and accepting commands like this year, next year, etc. To spell textual data or dictate dates in OmniForm Filler by ASR: Use the voice commands in the following table: Voice Command...
Page 78
Quebec Letter Q Romeo Letter R Sierra Letter S Tango Letter T Uniform Letter U Victor Letter V Whiskey Letter W X-Ray Letter X Yankee Letter Y Zulu Letter Z Special characters in spelling mode Symbol Initializes special character mode Underline At sign Comma...
Chapter 4 January January February February March March April April June June July July August August September September October October November November December December Today Today Supporting Dragon NaturallySpeaking ScanSoft Dragon NaturallySpeaking is a separate speech recognition product that enables users to control Windows applications by voice, and dictate text to the computer instead of typing.
Navigation With Dragon NaturallySpeaking you can generally control Windows applications by voice, thus you can control OmniForm also. For example, menus are controlled by telling the name of the menu to your computer. As forms are displayed in OmniForm Filler in WYSIWYG style, form elements cannot be recognised as usual Windows screen items.
Chapter 4 Enabling If neither Dragon NaturallySpeaking is installed on your system, nor Automatic Speech Recognition is enabled, the built-in speech recognition in Windows XP Tablet PC Edition becomes active in OmniForm Filler. To disable Automatic Speech Recognition: Click the Voice Navigation button or choose Voice Navigation from the Tools menu.
Chapter 5 Utilizing Special Tablet PC Services OmniForm Filler can be installed and used on Tablet PC computers. This chapter describes the specific features designed exclusively for Tablet PC users. It includes the following topics: Handwritten Filling Using Annotations and Drawings on Forms...
Handwritten Filling OmniForm enables a Tablet PC user to use the tablet pen to handwrite directly into a form field with cursive. This is a special data input mode available only at Tablet PC computers. When the field is exited, the handwritten image is automatically converted to ASCII text.
Page 85
Chapter 5 Click the Fill By Hand button or choose Fill by Hand from the Tools menu Select a Fill Text Field in order to display the handwrite frame Tap with the tablet pen on the triangular handle at the right bottom corner of the frame Drag the handle to the desired position in order to resize the handwrite frame Note...
View Handwritten image Use this command to toggle between the handwritten image and the converted text image. Click the View Handwritten Image button or choose View Handwritten Image from the View menu All the fields on the form are displayed as handwritten images or normal fields. If the handwritten frame of a field was resized during handwriting, the field image is stretched on the handwritten image view so it returns to its original size.
Chapter 5 Using Annotations and Drawings on Forms In Annotation Mode you can add notes or drawings on any part of the form. These annotations serve for communication purpose during the process of form filling. You can put marks, exclamations, frames or your signature on the form. The annotations are saved in the database as a separate overlay that is unique to each form record.
This will show or hide all annotations on the form. Note Handwritten text or annotations are not visible if the form is later opened and processed with OmniForm Premium 5.0, OmniForm 5.0 or OmniForm Filler 5.0. The handwritten information however is still preserved in the form.
Chapter 5 A drawing box appears around the object. Resizing or moving annotations and drawings You can resize or move the annotation notes or drawings. To resize annotations or drawings: Click the Select Annotation button or choose Select from the Annotate submenu of the Tools menu Select the drawing by putting a selection circle around it.
Tap inside the drawing rectangle and drag the object to the desired location. Deleting annotations and drawings Annotations or drawings can be deleted after selection. To delete notes or drawings from your form: Click the Select Annotation button or choose Select from the Annotate submenu of the Tools menu.
Page 91
Chapter 5 Click the Delete Annotation button or choose Delete from the Annotate submenu of the Tools menu. Using Annotations and Drawings on Forms...
Chapter 6 Technical Information This chapter provides troubleshooting tips and other technical information about using OmniForm Filler. Please also look in the Release Notes, Help topics, and ScanSoft Web pages (www.scansoft.com) for updated information about OmniForm. It includes the following topics: Troubleshooting OmniForm Filler Compatibility and Limits Uninstalling OmniForm Filler...
Troubleshooting Although OmniForm Filler is designed to be easy to use, problems sometimes occur. Many of the error messages contain self-explanatory descriptions of what to do: check connections, close other applications to free up memory, and so on. Sometimes that is all the troubleshooting help you need. Please see your Windows documentation for information on optimizing your system and application performance.
Chapter 6 Increase your computer’s physical memory (RAM). More memory optimizes OCR performance. See Chapter 1 for more information. Low Disk Space Problems Problems may occur if your system runs low on free disk space. Try these solutions for low disk space problems: Empty the Windows Recycle Bin.
Supported Graphic Formats OmniForm Filler can import the following file types for fillable graphic fields: JPEG TIFF Macintosh PICT OmniForm Filler Limits The following are limits in OmniForm Filler. Forms open at one time: 20 Records in a database: 10,000, or approximately 5.4 MB of data across all records Uninstalling OmniForm Filler Sometimes uninstalling and then reinstalling OmniForm Filler will solve a problem.
Index Dragon NaturallySpeaking duplicating records administrator privileges data 35–37 required for installation adding to User Profiles 32–35, required for uninstallation entering automatically 38–46 Annotate By Hand email 64–68 Annotation Layer exporting adding routing slips 88, 89 68–70 annotations importing 49–51 mailing forms 30–...
Page 98
Fill By Hand formats supported by moving through fields fill graphic fields OmniForm Filler filling importing existing 24–25 importing graphics into importing from TWAIN 24–25 fillable fields source OmniForm database see fields see database fillable text fields, filling opening forms form data see data Handwrite Frame...
Page 99
ScanSoft Web site support on uninstalling OmniForm Filler 57–59 searching for records upgrading OmniForm Filler security User Profiles protecting form design and 35–37 adding data to data entering data automatically verifying signature fields 32–35 with Select and Say shrink text feature signature fields signing fields with digital signatures validation settings in fields...
Need help?
Do you have a question about the OMNIFORM FILLER 5.5 FOR DESIGNING AND DISTRIBUTING FORMS and is the answer not in the manual?
Questions and answers