Nuance OmniForm Filler 3.0 Windows 95 NT User manual

OmniForm

®

Filler

User’s Manual

Version 3.0 for Windows 95 and NT

CAERE CORPORATION

100 Cooper Court

Los Gatos, California USA

95032-3321

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. 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 3.0 for Windows 95 and NT

800-1284-030, A

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)

Introduction 1

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.

This chapter contains the following sections:

• OmniForm Filler Features

• Using the Documentation

OmniForm Filler Features

2 Introduction

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.

Using the Documentation

Introduction 3

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.

Click the Help button in the OmniForm Filler standard 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.

Formatting

Two formatting conventions are used throughout the manual.

Italicized Text

• Labeled buttons, menu commands, dialog box text, and any text

in an onscreen form are italicized; for example, “Choose

Open

in

the File menu.”

Menu titles, icon names, dialog box names, and unlabeled

buttons are not italicized.

• A new term may be italicized the first time it is used; for example,

“This is a

fill text

field.” These terms and others are defined in the

Glossary section of the manual.

• Variable entries are italicized; for example, “The entry

n

must be

between 4 and 18.”

Courier font

• The Courier font indicates text that you are supposed to enter; for

example, “Type Sample1 in the

File Name

text box and click

OK.

”

• The Courier font is also used to distinguish file paths and file and

folder names from the rest of the text; for example, “Locate the

Sample form in the OmniForm folder.”

Using the Documentation

4 Introduction

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.

Installation and Setup 1

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

System Requirements

2 Installation and Setup

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 4MB hard disk space, with a maximum of 16MB.

• Total system memory of at least 8MB RAM for Windows 95 and

12MB for Windows NT 4.0.

• A 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.

OmniForm Filler 3.0 for Windows 95 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 “Caere Product Support” on page 5-11 for information on technical

support.

Installing OmniForm Filler

Installation and Setup 3

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

1 Start Windows 95 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.

3Select

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.

Starting OmniForm Filler

4 Installation and Setup

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 3.0

.

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 the Tab key to place the cursor in the first fillable field and

type information in that field.

See Chapter 3, Working With Forms, for detailed information on what

you can do with your form.

Working With Forms 1

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

• Mailing a Form

• Form Usage Options

Opening a Form

2 Working With Forms

Opening a Form

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

in OmniForm Filler.

To open a form:

1 Click

Start

in the Taskbar and choose

Programs

Caere

Applications

OmniForm Filler 3.0

.

2 Click the Open button in the standard 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.

5 Click

Open

.

The form opens.

The OmniForm Filler Window

Working With Forms #

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. 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 3-22 for more information.

Fillable fields

The standard toolbar

Status bar: displays

current activity and

settings.

The OmniForm Filler Window

4 Working With Forms

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.

All these corresponding menu commands are explained in online help.

You can also drag the standard toolbar to any other location in the

OmniForm Filler window.

Open

Print

Cut

Copy

Paste

Zoom

Highlight

Fill Areas

First

Record

Number

Last

Record

New

Record

Help

Spelling

Print

Preview

Moving Through Fields

Working With Forms #

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

a field

When a form first opens, press the Tab key to place the cursor in

the first field.

Next field Press the 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 the End key

Beginning of a line

in a fill text field

Press the Home key

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

Filling Fields

6 Working With Forms

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

•Circle Text

•Table

• Fill Graphic

• List Fields

• Fields Defined by a Calculation

• Field Validation

• OLE Objects

These instructions assume that the cursor is already in a field.

The way information is displayed in a field depends on the current form

language selection. See “Checking the Form Language Selection” on

page 3-14.

Type Ahead

As you begin to enter a word in a fill text object, OmniForm Filler will

automatically complete the word. This works only when there is

previously filled information that matches the word you are entering.

This option also works for dates, times, and pop-up lists.

1 Choose

Options...

in the Tools menu.

The Options dialog box appears.

2 Click the

Filling

tab.

•Select

Enable Type Ahead

if you want this option.

• Deselect

Enable Type Ahead

if you do not want this option.

3 Click

OK

.

Fill Text

Enter characters in a fill text field: letters, numbers, symbols, dates, and

so forth. Fill text fields can contain any sort of textual information. The

example below shows

First

Name

and

Last Name

fill text fields.

Filling Fields

Working With Forms #

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.

You do not have to tab from element to element in a comb field. Just type

the required amount of information and OmniForm Filler automatically

moves the cursor to the next element as appropriate.

Check Box

Click a check box field to fill it. A check box field can contain one of three

marks: a check mark, an

X

, or a fill.

Check boxes are commonly used for

Yes/No

questions and for selecting

an item in a group, as in the next two examples.

Check boxes may be

grouped;

this means that only one can be selected.

To move through grouped check boxes, use the arrow key on your

keyboard. Selecting one check box automatically deselects another

checked box in the group as in the next example.

Circle Text

Click a circle text field to fill it. A border appears around the filled field.

A circle text field can contain text and other characters, or it can function

much like a check box (see the previous topic “Check Box”).

prefill

element

3-character

element

prefill

element

8-character

element

Check Fill

Filling Fields

8 Working With Forms

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. In the next example, the table cells on the

right contain check box fields.

You would click this cell to fill it in the same way as a check box field.

Fill Graphic

A fill graphic field contains a graphic you select. You can import an

existing graphic, or you can use a TWAIN-compatible scanner to scan an

image directly into the fill graphic field. This section describes both

options, as well as how to delete an imported graphic from a form.

To import an existing graphic:

1 Click the fill graphic field or tab to the field and press the Space

bar.

The

Fill Graphic

dialog box appears.

2Select

Graphic File

in the

Source

drop-down list.

Filling Fields

Working With Forms #

3 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.

4 Select an option in the

Options

drop-down list.

•Select

Maintain Original Size

to import the graphic without

changes.

•Select

Scale Proportionally

to fit the graphic in the fill graphic

field while keeping its exact proportions.

•Select

Stretch to Fit

to change your graphic’s original shape

and size to fit in the fill graphic field.

Depending on the shape of the fill graphic field, your graphic

may be stretched or compressed. You might want to use this

for special effects.

•Select

Specify Width & Height

to specify the graphic’s size.

Enter measurements for your graphic in the

Width

and

Height

text boxes under

Size.

The size of the fill graphic field is

displayed at the bottom of the Fill Graphic dialog box.

If you enter a size larger than the fill graphic field, only part of

the graphic will be visible.

Filling Fields

10 Working With Forms

5 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.

• Enter a number in

Left

to specify how far away from the left

side of the field to place the graphic.

• Enter a number in

To p

to specify how far away from the top of

the field to place the graphic.

6 Select or deselect

Transparent.

•Select

Transparent

if you want to be able to see information

behind the graphic.

Whether a graphic prints transparently depends on your

printer driver. See your printer documentation for

information.

• Deselect

Transparent

if you want the graphic to be opaque. You

will not be able to see information behind the graphic.

7 Click

OK.

OmniForm Filler imports the graphic and displays it in the fill

graphic field.

To import a graphic from a TWAIN source:

1 Click the fill graphic field or tab to the field and press the Space

bar.

The Fill Graphic dialog box appears.

2Select

TWAIN

in the

Source

drop-down list.

3 Click

Select Source

to open the Select Source dialog box.

4 Select your TWAIN source and click

OK

to return to the Fill

Graphic dialog box.

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Nuance OmniForm Filler 3.0 Windows 95 NT User manual

Nuance OmniForm Filler 3.0 Windows 95 NT User manual

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