NUANCE OMNIFORM 3 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
Copyright© 1998, Caere Corporation
All rights reserved. CAERE®, Logical Form Recognition, OmniPage® Pro, 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)

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 nmust 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.
3MakesureOmniForm 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
Previous
Record
Record
Number
Next
Record
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
•CheckBox
•CircleText
•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
CheckFill

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 Top 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.