Nuance OmniForm Filler 5.5 Operating instructions

Legal Notices

transmitted, transcribed, reproduced, stored in any retrieval system or translated into any

language or computer language in any form or by any means, mechanical, electronic,

magnetic, optical, chemical, manual, or otherwise, without prior written consent from the

Legal Department at ScanSoft, Inc., 9 Centennial Drive, Peabody, Massachusetts 01960.

Printed in the United States of America and in the Netherlands.

The software described in this book is furnished under license and may be used or copied

only in accordance with the terms of such license.

Important Notice

ScanSoft, Inc. provides this publication “as is” without warranty of any kind, either express or

implied, including but not limited to the implied warranties of merchantability or fitness for a

particular purpose. Some states or jurisdictions do not allow disclaimer of express or implied

warranties in certain transactions; therefore, this statement may not apply to you. ScanSoft

reserves the right to revise this publication and to make changes from time to time in the

content hereof without obligation of ScanSoft to notify any person of such revision or

changes.

Trademarks and Credits

OmniForm, eOmniForm.com, OmniForm Filler, Dragon NaturallySpeaking, and ScanSoft are

registered trademarks or trademarks of ScanSoft, Inc., in the United States and/or other

countries.

Microsoft Windows XP Tablet PC Edition is a registered trademark of Microsoft Corporation.

All other trademarks and tradenames mentioned herein are hereby recognized and may be

registered to their respective holders.

OmniForm

TM

Filler

Part Number 50-365003-00C

ScanSoft, Inc.

9 Centennial Drive

Peabody, Massachusetts

01960

International Headquarters

Guldensporenpark 32

Building D

BE-9820 Merelbeke

Belgium

iii

Contents

Welcome 7

What is OmniForm Filler? 7

OmniForm Filler Features 8

Using This Guide 9

Conventions 10

Additional Information 10

Chapter 1 Installation and Setup 11

System Requirements 12

Upgrading from a Previous Version of OmniForm Filler 12

Installing OmniForm Filler 13

Starting OmniForm Filler 15

Chapter 2 Working with Forms 17

Opening a Form for Filling 18

Moving Through Fields on a Form 19

Working with Different Field Types 20

Fillable Text Fields 21

Comb Fields 21

Check Box Fields 22

iv Contents

Circle Text Fields 22

Table Fields 23

Fillable Graphic Fields 23

Drop-Down List Fields 25

Digital Signature Fields 26

Verifying Digital Signature Fields 27

Fields with Validation Settings 28

Fields Defined by Calculations 28

Using the Type Ahead Feature 28

Shrinking Text to Fit Fields 29

Adding File Attachments to Form Records 30

Entering Data Automatically with User Profiles 32

Adding Data to User Profiles 35

Entering Data Automatically with Client Profiles 38

Spell Checking Forms 46

Saving Forms 47

Printing Forms 48

Emailing Forms 49

Specifying What You Want to Email 50

Adding a Routing Slip 51

Chapter 3 Working with OmniForm Databases 53

About OmniForm Databases 54

Moving Through Records in a Database 55

Creating New Records 55

Duplicating Existing Records 57

Searching Records 57

Sorting Records 60

Recalculating Records 61

Deleting Records 62

Setting Up an OmniForm Database to Be Shared 63

Refreshing Records in a Shared Form 64

v

Exporting Data 64

Importing Data 68

Protecting Data 71

Chapter 4 Controlling OmniForm Filler by Voice 73

Speech Recognition Engines Supported by OmniForm Filler 74

Automatic Speech Recognition 74

ScanSoft Dragon NaturallySpeaking 74

Speech Recognition in Windows XP Tablet PC Edition 74

Automatic Speech Recognition 75

Enabling 75

Navigation 75

Filling 77

Supporting Dragon NaturallySpeaking 79

Enabling 79

Navigation 80

Filling 80

Select and Say 80

Speech Recognition in Windows XP Tablet PC Edition 80

Enabling 81

Navigation 81

Filling 81

Chapter 5 Utilizing Special Tablet PC Services 83

Handwritten Filling 84

Handwritten Filling of Text Fields 84

View Handwritten image 86

Choosing a Handwrite Recogniser Engine 86

Using Annotations and Drawings on Forms 87

vi Contents

Selecting annotations and drawings 88

Resizing or moving annotations and drawings 89

Deleting annotations and drawings 90

Chapter 6 Technical Information 93

Troubleshooting 94

Solutions to Try First 94

Low Memory Problems 94

Low Disk Space Problems 95

OmniForm Filler Compatibility and Limits 95

Supported Databases 95

Supported Graphic Formats 96

OmniForm Filler Limits 96

Uninstalling OmniForm Filler 96

Index 97

7

Welcome

Welcome to OmniForm Filler

TM

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.

What is OmniForm Filler?

OmniForm Filler makes it easy to fill and manage electronic forms. You can enter

data on forms, manage form records in a database, import and export form

information, print forms, and mail forms to other users.

8 Welcome

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. A User Profile remembers

information about you and your business. A Client Profile remembers

information about other people, such as your customers, employees, or family

members. For more information, see Chapter 2.

OmniForm Database

The information that you enter on a form is automatically saved and stored as a

record in an OmniForm database. You can create, duplicate, search, and sort

records, and import and export data to and from other databases. For more

information, see Chapter 3.

File Attachments

You can attach files to your form records. For example, you might want to

attach scanned receipts when you fill out expense forms. For more information,

see page 30.

Information Import and Export

You can import information from another OmniForm database or from other

external database sources into your current database. You can also export

information from your current database for import into other supported

databases. For more information, see Chapter 3.

Speech Recognition

OmniForm Filler’s built-in speech recognition accepts voice commands, such

as field and page navigation, text spelling, date input, zooming, record insert

and save etc.

If the speech recognition product ScanSoft Dragon NaturallySpeaking is

installed on the system, its advanced features, e.g. text dictating, or "Select and

Say" are also available for you.

Using This Guide 9

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. It will recognize the data and convert it to text.

You can toggle between the handwritten image and the converted text.

Additionally, you can add annotation notes or drawings to forms. They are

saved for each form record, and can be selected, resized, dragged or deleted

one by one.

Using This Guide

This guide assumes that you are familiar with basic Windows operations and can

install and set up devices such as scanners and printers. It is organized into the

following chapters:

◆ Chapter 1 — Installation and Setup. Provides instructions for installing

OmniForm Filler on your computer. You do not need to read this chapter if

you have the full version of OmniForm. Instead, read Chapter 1 of the

OmniForm User’s Guide.

◆ Chapter 2 — Working with Forms. Describes how to open, fill out, and

work with forms in OmniForm Filler.

◆ Chapter 3 — Managing an OmniForm Database. Describes how to work

with OmniForm databases and data records.

◆ Chapter 4 — Speech Recognition. Describes how to work with OmniForm

by talking to your computer.

◆ Chapter 5 — OmniForm Tablet PC Features. Describes the special

functionality of OmniForm for tablet PC users.

◆ Chapter 6— Technical Information. Provides troubleshooting tips.

10 Welcome

Conventions

This user’s guide uses the following conventions:

Additional Information

In addition to this user’s guide, you can use the following resources to learn about

OmniForm:

◆ Online Help — Provides the most comprehensive information on OmniForm

features, settings, and procedures. Choose OmniForm Filler Help (or

OmniForm Help) in the Help menu. Or, press the F1 key.

◆ OmniForm User’s Guide — Introduces you to the basics of using

OmniForm’s form design and distribution tools (provided with the full

OmniForm version only).

◆ Release Notes — Provide important information about this version of

OmniForm Filler. The notes are available electronically on the installation CD.

◆ Product Support — Additional technical support in the form of technical

notes, frequently asked questions, software updates, and more. Choose

Product Support in the Help menu.

◆ ScanSoft Web Site — www.scansoft.com provides updated information and

links to OmniForm support pages.

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.

Tip

Presents ideas for using features to accomplish

specific tasks.

11

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

12 Installation and Setup

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

4.0

◆ 50MB of free hard disk space

◆ System memory of at least 32MB RAM

◆ SVGA monitor with at least 256 colors and 800 x 600 pixel resolution

◆ Windows-compatible pointing device

◆ CD-ROM drive for installation

◆ Installed and operating microphone to access the voice control built into

OmniForm Filler

◆ Dragon NaturallySpeaking Version 7 or higher to access the Select and Say

functionality

Upgrading from a Previous Version of OmniForm

Filler

If you have a previous version of OmniForm Filler installed, it is recommended that

you uninstall that version before installing your new version. You should also back

up your OmniForm forms before opening them in the new version. You can do this

by saving copies of the forms in another folder location.

If you open a form from a previous version and then try to save that form, you will

be prompted to update the form to the new version. This will only take a moment

and will not visibly alter anything on the form itself.

Chapter 1

Installing OmniForm Filler

13

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. For example, you might want to keep

a form in its previous format if you still need to open the form in a

previous version. If you select No when prompted to update your form,

the form will be saved in its previous format.

Installing OmniForm Filler

OmniForm Filler’s setup program takes you through the entire installation with

instructions on the screen for every step.

▼ Before installing OmniForm Filler:

◆ Log into your computer with administrator privileges if you are installing on

Windows 2000 and Windows NT.

◆ Back up your OmniForm Forms.

◆ Uninstall any previous versions of OmniForm Filler.

◆ Close all other applications, especially anti-virus software.

14 Installation and Setup

▼ To install OmniForm Filler:

1. 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:

2. Click Install OmniForm Filler 5.5 to start installation.

3. Follow the installation instructions on each screen.

By default, OmniForm Filler files are installed in this folder location:

c:\program files\scansoft\omniform filler 5.5. You can select a different

location if desired.

Note

If you are experiencing a problem with OmniForm Filler after installation,

sometimes uninstalling and then reinstalling OmniForm Filler will solve

the problem. See page 94 for more information.

Click Install OmniForm

Filler to start installation.

Click OmniForm Filler

Release Notes to read

important last-minute

information before

installing.

Chapter 1

Starting OmniForm Filler

15

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 or choose Open... in the File menu to open a form.

If you have forms from a previous version of OmniForm, you can open them in this

version. OmniForm also has a number of sample forms that you can open in the

Sample Forms folder. The Sample Forms folder location depends on your

operating system. The very first time you use the Open command, OmniForm

defaults to this folder.

Click the Open button

to open a form.

16 Installation and Setup

After you open a form, more OmniForm tools appear on the desktop:

Please read Chapter 2 for more information on working with forms in OmniForm

Filler.

Use these buttons to

scroll through records in

your database.

Use this button to

highlight fillable fields.

Standard buttons appear

for printing, spell

checking, resizing the

view, and other tasks.

17

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

◆ Entering Data Automatically with Client Profiles

◆ Spell Checking Forms

◆ Saving Forms

◆ Printing Forms

◆ Emailing Forms

18 Working with Forms

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:

1. Open OmniForm Filler or OmniForm.

2. Click the Open button or choose Open... in the File menu.

The Open dialog box appears.

3. Select OmniForm Form as the file type.

4. Locate and select the desired form.

5. Click Open.

The form opens, and is ready for you to create a new record. For information

on working with records in an OmniForm database, see Chapter 3 .

Tip

Make sure Highlight Fillable Fields is selected in the View menu to

highlight fillable fields in yellow.

Chapter 2

Moving Through Fields on a Form

19

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.

Moving through fields on a form by voice control commands is described in

Chapter 4, Controlling OmniForm Filler by Voice on page 79.

Action Keyboard Combination

Place the cursor in a

field

When a form first opens, press Tab to place the

cursor in the first field.

Next field Press Tab

Previous field Press Shift-Tab

Next line in a fill

text field

Press Enter to move to the next line in a multiple-

line fill text field

End of a line in a fill

text field

Press End

Beginning of a line

in a fill text field

Press Home

End of all text in a

fill text field

Press Ctrl-End

Beginning of all text

in a fill text field

Press Ctrl-Home

Next word in a field Press Ctrl-right arrow

Previous word in a

field

Press Ctrl-left arrow

20 Working with Forms

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.

For information on designing these types of fields in OmniForm, see the OmniForm

User’s Guide.

comb field

(see page 21)

check boxes

(see page 22)

table with fillable

text fields

(see page 23)

fillable text fields

(see page 21)

signature field

(see page 26)

auto-calculation

field

(see page 28)

circle text field

(see page 22)

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Nuance OmniForm Filler 5.5 Operating instructions

Nuance OmniForm Filler 5.5 Operating instructions

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