Nuance OmniForm Filler 4.0 Windows 95 98 NT User manual

i

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

ii

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. Please refer to Windows documentation if

you have questions about how to use menu commands, dialog boxes, scroll bars, or edit boxes.

OmniForm Filler User’s Manual

Version 4.0 for Windows 95, 98, and NT

800-1311-030A

OmniForm®, and OmniForm Filler® are trademarks of Caere Corporation.

Many of the designations used by manufacturers and sellers to distinguish their products are claimed

as trademarks. Such designations appearing in this manual have been printed in initial caps.

Product Serial Number:

_______________________________________________

(from CD-ROM rear case)

iii

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.................................................................................................................8

Starting OmniForm Filler.................................................................................................................. 9

Chapter 2

Working With Forms

Opening a Form................................................................................................................................ 12

The OmniForm Filler Window.......................................................................................................13

Customizing the Fill Toolbar................................................................................................... 14

The Fill Toolbar ......................................................................................................................... 15

Moving Through Fields...................................................................................................................16

Filling Fields......................................................................................................................................17

AutoFill....................................................................................................................................... 17

Hyperlinks.................................................................................................................................. 17

Type Ahead................................................................................................................................ 18

Shrink Text to Fit Fields ........................................................................................................... 18

Fill Text ....................................................................................................................................... 18

Comb........................................................................................................................................... 19

Check Box................................................................................................................................... 19

Circle Text................................................................................................................................... 19

Table............................................................................................................................................ 20

Fill Graphic................................................................................................................................. 20

List Fields ................................................................................................................................... 23

Fields Defined by a Calculation.............................................................................................. 24

Field Validation ......................................................................................................................... 24

OLE Objects................................................................................................................................ 25

iv

Filling/Signing a Form That Has Security Properties......................................................... 25

Spell Checking .................................................................................................................................. 28

Checking the

Form

Language Selection................................................................................. 28

Changing the Form Language ................................................................................................ 29

Spell Checking Your Form....................................................................................................... 29

Saving Your Form ............................................................................................................................ 30

Printing a Form................................................................................................................................. 30

Printing Your Form................................................................................................................... 30

Printing Your Form as a Macro............................................................................................... 32

Mailing a Form ................................................................................................................................. 32

Selecting a Mail System............................................................................................................ 32

Using the

Send...

Command..................................................................................................... 33

Adding a Routing Slip.............................................................................................................. 35

Form Usage Options........................................................................................................................ 35

What Is Form Usage?................................................................................................................ 35

Changing Form Usage.............................................................................................................. 36

Chapter 3

Managing a Database

What Is a Database?......................................................................................................................... 38

Managing Database Records .......................................................................................................... 39

Creating New Records ............................................................................................................. 39

Duplicating Records ................................................................................................................. 41

Moving Through a Database................................................................................................... 42

Searching Records for Information ........................................................................................ 43

Sorting Records ......................................................................................................................... 47

Recalculating Records .............................................................................................................. 48

Deleting Records ....................................................................................................................... 50

Refreshing Records................................................................................................................... 51

Saving Records.......................................................................................................................... 51

Exporting Information.............................................................................................................. 51

Using OmniForm Filler Data Files ......................................................................................... 55

Importing Information ............................................................................................................. 56

Chapter 4

Technical Information

General Troubleshooting Solutions...............................................................................................62

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

Scanner Compatibility.............................................................................................................. 64

v

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............................................................................................................................ 68

Other Error Messages ............................................................................................................... 69

Glossary

vi

1

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.

This User’s Manual

This manual introduces you to the basics of using OmniForm Filler. It

includes installation and setup instructions, ways to work with forms,

how to manage databases, and technical information.

OmniForm Filler Online Help

OmniForm Filler’s online help contains information on features and

procedures. The online help conforms to Windows online help

conventions and has been designed for quick and easy information

retrieval. Please see 2 for information on using the online help.

Readme File

The

Readme

file contains last-minute information about the software.

Please read it before using OmniForm Filler. To open this text file, click

Start

in the Windows taskbar and choose

Programs

Caere

Applications

Caere Documents OmniForm Filler Readme

after

OmniForm Filler has been installed.

Getting Online Help

2

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.

The following conventions are used in this manual.

Getting Online Help

In addition to using this manual, you can use OmniForm Filler’s online

help topics to learn about features and procedures. Online help is

available after you install OmniForm Filler.

OmniForm Filler’s online help follows the conventions of Microsoft

Windows 95 Help. Choose

How to Use Help

in OmniForm Filler’s Help

menu to get information on using Help.

Convention Purpose

Italicized text

• Emphasizes menu commands,

dialog box options, and

labeled buttons

For example:

“Choose

Open...

in the File

menu.”

• Emphasizes new terms the

first time they are used

• Emphasizes important words

in a sentence

Note symbol Introduces a tip or an item of

note

Warning symbol Introduces important

information

Getting Online Help

Welcome 3

Help menu

Use the commands in the Help menu to find information about

OmniForm Filler topics.

Select

OmniForm Filler Help

to obtain OmniForm Filler’s main Help

topics. Select

Getting Started

for an overview of how to fill out a form

.

Select

How to Use Help

to get Microsoft Windows Help topics that

explain how to use and customize Help. Select

Product Support

to find

out how to get product support services for OmniForm Filler. Select

About OmniForm Filler

to get information about your version of

OmniForm Filler.

Context-Sensitive Help

You can get on-the spot information about a particular OmniForm Filler

command, toolbar button, or dialog box option in the following ways:

• Click the Help button in the OmniForm Filler fill toolbar to turn

your cursor into a question mark icon. Click any command,

button, or portion of the window to open context-sensitive help

for that topic.

• Click the question-mark button in the upper-right corner of a

dialog box and then click an item in the dialog box to get a pop-up

explanation for that item.

• Some dialog boxes have a

Help

button. Click

Help

to get

information about that dialog box.

OmniForm Filler Help is the first

command in the Help menu.

Use it to get contents and index

listings for all Help topics.

Product Support

4

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:

• Caere’s World Wide Web site

Go to Caere’s World Wide Web site for common questions and

answers, updates, patches, troubleshooting procedures, and

product information. Caere’s Web site address:

Alternatively, you can go directly to Caere’s product support Web

site address:

http://support.caere.com

• OmniForm Filler Readme file

Read the

OmniForm Filler Readme

file for last-minute information

about the software. This is available after installing OmniForm

Filler. To open the file, click

Start

in the Windows taskbar and

choose

Programs

Caere Applications Caere Documents

OmniForm Filler Readme

.

• Caere Product Support document

Read the

Caere Product Support

document to get a list of support

telephone numbers, including ones for international product

support. This document has been provided to you as an electronic

document in PDF format. To open this document, click

Start

in the

Windows taskbar and choose

Programs

Caere Applications

Caere Documents Product Support

.

You must have Adobe Acrobat Reader 3.01 or greater installed if

you want to read the

Caere Product Support

and

Scanner Setup Notes

PDF

documents. To install the Reader, click

Start

in the Windows

taskbar and choose

Programs

Caere Applications Caere Documents

Acrobat Reader.

http://www.caere.com

5

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

System Requirements

6 Chapter 1

System Requirements

To install and run OmniForm Filler, you need the following setup:

• Computer with an 80486 or higher processor.

• VGA or SVGA monitor.

• Windows-compatible mouse.

•CD-ROM drive.

• A minimum of 10MB hard disk space, with a maximum of 20MB.

• Total system memory of at least 16MB RAM for Windows 95, 98,

and NT 4.0.

• A TWAIN-compatible scanner if you plan to scan graphics into a

form.

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.

Registering OmniForm Filler

Registering your copy of OmniForm Filler entitles you to technical

support, notification of special offers and upgrades, and the lowest price

offered on the next OmniForm Filler upgrade.

Please complete and send in the registration card included in your

OmniForm Filler package.

See ”Product Support” on page 4 for information on technical support.

Installing OmniForm Filler

Installation and Setup 7

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

1 Start Windows 95, 98, or Windows NT 4.0.

2 Insert OmniForm Filler’s CD in the CD-ROM drive.

The Setup program should start automatically. If it does not,

click

Start

in the Taskbar and choose

Settings

Control Panel

.

The Control Panel appears.

•Double-click

Add/Remove Programs.

The Add/Remove Programs Properties dialog box appears.

•Click

Install...

in the

Install/Uninstall

tab.

•Click

Next>

and then

Finish

.

The OmniForm Filler install screen appears.

3 Choose

Ye s

when asked if you wish to install OmniForm Filler.

4 Follow all the instructions in the dialog boxes that appear.

During installation, you will be prompted to enter a serial

number. You can find the serial number on the label of the CD-

ROM.

OmniForm Filler installs by default to the location c:\Program

Files\OmniForm Filler. You can select another location if

you wish.

OmniForm Filler Features

8 Chapter 1

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.

OmniForm Filler Database

All information you enter into a form is stored as a part of an OmniForm

Filler database. You can create, duplicate, search, and sort records, and

import and export database information to and from other databases.

Field Validation

A form can be set up by the person who created it to

validate

a fillable

field automatically. For example, the validation could specify that a field

must contain a specific type of information. OmniForm Filler would

display a prompt if you tried to enter incorrect information.

Field Calculations

A form can be set up by the person who created it to perform

calculations automatically and display the correct value as you fill the

appropriate field(s) in the form. This automates data entry and reduces

the possibility of errors.

Form Printing

You can print forms from OmniForm Filler. You have a choice of

printing just the form, just the data entered in a form, or both the form

and its information. If you choose to print just a form’s data, you can

print it over a preprinted form placed in your printer.

Form Mailing

Use electronic mail to send your forms to other users if you have

Microsoft Exchange/Outlook or Lotus cc:Mail/Notes installed. Microsoft

Exchange/Outlook users can also add routing slips to mailed forms.

Starting OmniForm Filler

Installation and Setup 9

Starting OmniForm Filler

This section describes how to launch OmniForm Filler and open a form.

To start OmniForm Filler:

1 Click

Start

in the Taskbar and choose

Programs

Caere

Applications

OmniForm Filler 4.0

.

The OmniForm Filler window appears.

2 Click the Open button or choose

Open...

in the File menu.

The Open dialog box appears.

3 Select a form to open and click

Open.

4 Press Tab to place the cursor in the first fillable field and type

information in that field.

See Chapter 2, “Working With Forms,” for detailed information on what

you can do with your form.

Starting OmniForm Filler

10 Chapter 1

11

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

• Mailing a Form

• Form Usage Options

Opening a Form

12 Chapter 2

Opening a Form

This section describes how to open a form. You can open multiple forms

in OmniForm Filler.

To open a form:

1Click

Start

in the Taskbar and choose

Programs

Caere

Applications

OmniForm Filler 4.0

.

2 Click the Open button in the fill toolbar or choose

Open...

in the

File menu.

The Open dialog box appears.

3Make sure

OmniForm Form

is selected in the

Files of type

drop-

down list.

4 Locate and select a file.

5Click

Open

.

The form opens.

The OmniForm Filler Window

Working With Forms 13

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. Use the toolbar’s buttons as shortcuts to commonly used

menu commands.

A form contains

fields.

You can enter information in a field, such as text

in a Name field or a check mark in a check box field.

By default, fillable fields are highlighted in yellow. Choose

Highlight Fill

Areas

in the View menu to turn field highlighting on and off.

How the form appears in the window depends on how it was created.

See ”Form Usage Options” on page 35 for more information.

Fillable fields

The fill toolbar

The Status bar

displays current

activity and

settings.

The OmniForm Filler Window

14 Chapter 2

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...

in the Tools menu and then selecting the

Commands

tab.

To customize the fill toolbar using the

Toolbars

tab:

1 Choose

Customize...

in the Tools menu.

The Customize dialog box appears

2Click the

Toolbars

tab if it is not selected.

• If you want ToolTips to appear, select the

Show ToolTips

option. Likewise, if you do not want ToolTips to appear, make

sure

Show ToolTips

is deselected.

• Click

New

if you want to create a new toolbar.

The New Toolbar dialog box appears. Type the name of your

new toolbar in the

Toolbar name

text box and click

OK

to apply

your name.

Your new toolbar appears on your desktop. Drag buttons

from the fill toolbar to the new toolbar. If you want, you can

drag the new toolbar to another location on your desktop.

• Click

Delete

if you want to delete a toolbar that you have

created. Select the toolbar you want to delete in the

Toolbars

list box and then click

Delete

.

• Click

Reset

if you want to return a toolbar to its original state.

For example, suppose you have created a new toolbar and

have dragged some buttons from the fill toolbar. To return the

fill toolbar to its original state with all its buttons, select the

Design

toolbar in the

Toolbars

window and then select

Reset

.

The fill toolbar will return to its original state.

3Click

OK

to close the dialog box and apply your selections.

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Nuance OmniForm Filler 4.0 Windows 95 98 NT User manual

Nuance OmniForm Filler 4.0 Windows 95 98 NT User manual

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