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NUANCE OMNIFORM FILLER 5 FOR FILLING FORMS AND MANAGING DATA Manual

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Summary of Contents for NUANCE OMNIFORM FILLER 5 FOR FILLING FORMS AND MANAGING DATA

  • Page 2 Legal Notices Important Notice Trademarks and Credits ScanSoft eOmniForm.com, ScanSoft, Inc. ScanSoft Europe BV OmniForm Filler...
  • Page 3 Contents Welcome Installation and Setup Chapter 1 Working with Forms Chapter 2...
  • Page 4 Working with OmniForm Databases Chapter 3...
  • Page 5 Technical Information Chapter 4 Index...
  • Page 7 Welcome What is OmniForm Filler? If you have the full version of OmniForm, click the Form Filler tab to open the Form Filler view.
  • Page 8 Note OmniForm Filler Features...
  • Page 9 Using This Guide Conventions Note...
  • Page 10 Additional Information...
  • Page 11 Chapter 1 Installation and Setup Note...
  • Page 12 System Requirements Note Upgrading from a Previous Version of OmniForm Filler Note...
  • Page 13 Installing OmniForm Filler Click Install OmniForm Filler to start installation. Click OmniForm Filler Release Notes to read important last-minute information before installing.
  • Page 14 Note Starting OmniForm Filler Click the Open button to open a form.
  • Page 15 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.
  • Page 17 Chapter 2 Working with Forms...
  • Page 18 Opening a Form for Filling...
  • Page 19 Moving Through Fields on a Form...
  • Page 20 Working with Different Field Types circle text field fillable text fields (see page 22) (see page 21) table with fillable text fields (see page 23) comb field auto-calculation (see page 21) field signature field (see page 28) (see page 26) check boxes (see page 22)
  • Page 21 Fillable Text Fields Enter text directly in a fillable text field. Note Comb Fields You do not have to tab from element to element in a comb field. Just type the required amount of information, and OmniForm automatically moves to the next comb element.
  • Page 22 Check Box Fields Depending on how it was designed, a filled check box can appear three different ways. Circle Text Fields A border appears when you click a circle text field...
  • Page 23 Table Fields Fillable Graphic Fields Click a fillable graphic field, and you will be prompted to select a source for the graphic.
  • Page 25 Drop-Down List Fields A drop-down list arrow appears when the cursor is in the field...
  • Page 26 Digital Signature Fields Note...
  • Page 27 Verifying Digital Signature Fields 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 28 Note Fields with Validation Settings Fields Defined by Calculations The calculation in this field automatically computes the total for you.
  • Page 29 Using the Type Ahead Feature Shrinking Text to Fit Fields...
  • Page 30 Adding File Attachments to Form Records...
  • Page 31 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. An attachment icon in the status bar indicates when form records have attachments.
  • Page 32 Entering Data Automatically with User Profiles In Form Designer: In Form Filler: When the form When you open is designed, its the form to fill it out, Name field is you see that the linked to the Full Name field is a User Name User Profile Profile field because Field.
  • Page 33 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. (Subsequent changes would not be added automatically.)
  • Page 34 The new User Profile is listed. Click Edit to open the selected User Profile and add data to it directly. Note...
  • Page 35 Note Adding Data to User Profiles Note...
  • Page 36 Select the User Profile you want to edit and click Edit.
  • Page 37 Click the page numbers to get to different types of data fields.
  • Page 38 Entering Data Automatically with Client Profiles Open a form in Set up fields on OmniForm Filler the form to receive (or OmniForm’s Client Profile Form Filler view). information. You need to do this only one time per form. See page 39 for more information.
  • Page 39 If you have the full version of OmniForm, click the Form Filler tab. For example, you might want to set up the First Name field on this form to receive information from Client Profiles.
  • Page 40 The name of the currently selected field appears here. The name of the Client Profile field to which you are linking appears here. Type in a new name or select a name from the list. The master list of Client Profile fields appears here.
  • Page 41 Example of a Client Profile field name.
  • Page 42 Note The green color of this field indicates that it has been set up with a Client Profile field.
  • Page 43 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. Select this option to keep your Client Profile turned on so that it is automatically applied to each new form record that you open.
  • Page 44 Client Profiles that you have already created appear here. Select the Client Profile you want to apply. Select this to keep your Client Profile turned on so that it is automatically applied to each new form record that you open.
  • Page 45 The green color of this field indicates that it has been set up with a Client Profile field.
  • Page 46 Spell Checking Forms Note...
  • Page 47 The suggested spelling, if there is one, appears in the Change To text box. Other suggested spellings appear in the Suggestions list box. Saving Forms...
  • Page 48 Printing Forms If you have the full version of OmniForm, these options appear only if you are printing from Form Filler view. If you are printing Form and Data or Data Only, select the records you want to print.
  • Page 49 Emailing Forms...
  • Page 50 Specifying What You Want to Email Click Range... to specify a range of records if you are sending form data.
  • Page 51 Adding a Routing Slip...
  • Page 53 Chapter 3 Working with OmniForm Databases...
  • Page 54 About OmniForm Databases Click the New Record button to This is the create a new blank fourth record in record to fill out. the database for this form. Use these buttons to scroll through records in your database. Note...
  • Page 55 Moving Through Records in a Database Goes to Goes to next previous record. record. Goes to first Creates new record. record. Displays the current record number. Goes to last Type the number of the record you record. want to view and press Enter. Creating New Records...
  • Page 56 Duplicating Existing Records Searching Records...
  • Page 58 After a search, the record set switches to just the found records. Use the Record buttons to move through the found set. Click Clear Search to return to the full record set. Search results appear here. In this case, two records were found.
  • Page 59 Sorting Records...
  • Page 60 Recalculating Records...
  • Page 61 Note Deleting Records Note...
  • Page 62 Setting Up an OmniForm Database to Be Shared...
  • Page 63 Refreshing Records in a Shared Form Exporting Data...
  • Page 64 Previously saved export selections appear in this list. Click New to start your export. Note...
  • Page 65 The default file name uses the currently open OmniForm database. You can change this file name if desired. Click Range to specify a range of records to export. Otherwise, OmniForm exports all records.
  • Page 67 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. Importing Data...
  • Page 69 Fields in the open Click Range to OmniForm specify a range of database appear records to import. on the left. Otherwise, OmniForm imports Click Auto to all records. automatically link Fields that you all fields with the can import from same name.
  • Page 70 Protecting Data...
  • Page 71 Chapter 4 Technical Information...
  • Page 72 Troubleshooting Solutions to Try First Low Memory Problems...
  • Page 73 Low Disk Space Problems OmniForm Filler Compatibility and Limits Supported Databases...
  • Page 74 Supported Graphic Formats OmniForm Filler Limits Uninstalling OmniForm Filler Note...
  • Page 75 Index – – – – , – – – – – – – – – – – – – – – – – – – , – –...
  • Page 76 – – – – – – – – – – – – – – – – – – – – – –...
  • Page 77 – – –...

This manual is also suitable for:

Omniform 5.0