NUANCE OMNIFORM FILLER 2 REFERENCE FOR MACINTOSH Service manual

OmniForm Filler Reference
Version 2 for Windows 95/NT/3.1
CAERE CORPORATION
100 Cooper Court
Los Gatos, California 95030
European Offices:
Caere GmbH
Innere Wiener Strasse 5
81667 Munich
Germany

2
Please Note
In order to use this program, you should know how to work in the Microsoft Windows environment.
Please refer to your Windows documentation if you have questions about how to use menu
commands, dialog boxes, scroll bars, edit boxes, and so on.
OmniForm Filler Reference
Version 2 for Windows 95/NT/3.1
Copyright© 1996 Caere Corporation. All rights reserved. CAERE®, Logical Form Recognition, and
OmniForm® are trademarks of Caere Corporation.
Formonix is a trademark of Formonix, Inc.
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 Disk #1 label)

Introduction - 3
Chapter 1
Introduction
OmniForm Filler is the easy way to manage forms electronically. Use
OmniForm Filler to fill forms, manage information databases, and print,
fax, 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
Introduction - 4
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, fax, 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, Faxing, and Mailing
You can print forms or fax forms from OmniForm Filler. You have a
choice of printing or faxing 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 pre-printed form placed in your printer.
Form Mailing
Use electronic mail to send your forms to other users if you have
Microsoft Exchange/Mail or Lotus cc:Mail/Notes installed. Microsoft
Exchange/Mail users can also add routing slips to mailed forms.

Using the Documentation
Introduction - 5
Using the Documentation
This section explains the various instructional and formatting
conventions used in this manual.
Screenshots and Instructions
Most screenshots in this manual were taken in Windows 95. Your dialog
boxes and windows may look slightly different if you are using
Windows NT or Windows 3.1. For example, dialog box titles in
Windows 95 appear in the top left of the box. Dialog box titles in
Windows NT and Windows 3.1 appear in the top middle of the box.
Both screenshot versions are displayed when they differ significantly.
Instructions appropriate to each version of Windows are given where
necessary — for example, double-clicking an icon in a program group
(Windows 3.1 and NT) versus using the Taskbar (Windows 95). Any
instruction specific to Windows NT and 3.1 appears immediately after
the Windows 95 instruction.
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.”

Using the Documentation
Introduction - 6
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.”
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 - 7
Chapter 2
Installation and Setup
This chapter describes how to install OmniForm Filler and begin using
it. It contains the following sections:
• System Requirements
• Registering OmniForm Filler
• Installing OmniForm Filler
• Starting OmniForm Filler
Screenshots in this chapter were taken in Windows 95. Your dialog
boxes and windows may look slightly different if you are using
Windows NT or 3.1.

System Requirements
Installation and Setup - 8
System Requirements
To install and run OmniForm Filler, you need the following setup:
• Computer with an 80386 or higher processor.
• VGA or SVGA monitor.
• Windows-compatible mouse.
• 1.44MB high-density floppy disk drive and internal hard disk.
• A minimum of 7MB hard disk space for the US version; 10MB for
the International English version.
• Total system memory of at least 4MB RAM for Windows 95 and
Windows 3.1; 12MB for Windows NT (version 3.51 or later).
• At least a 4MB permanent swap file for Windows 3.1.
• MS-DOS 5.0 or above for Windows 3.1.
• To be able to scan graphics into a form, you need a TWAIN-
compatible scanner.
Install your scanner and test it in Windows according to the
manufacturer’s instructions before using it with OmniForm.
OmniForm Filler 2.01 for Windows 95 and Windows NT 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 79 for information on technical
support.

Installing OmniForm Filler
Installation and Setup - 9
Installing OmniForm Filler
This section describes how to install OmniForm Filler on Windows 95,
and on Windows NT and 3.1.
OmniForm Filler automatically decides which version of the program to
install. If you are running Windows 3.1, for example, OmniForm Filler
installs the 16-bit Windows 3.1 version of OmniForm Filler.
Close all applications — including screen savers and mail applications
— to free up memory before installing OmniForm Filler.
Installing on a Windows 95 System
1 Start Windows 95.
2 Click Start in the Taskbar and choose Settings

Control Panel.
The Control Panel appears.
3 Double-click Add/Remove Programs.
The Add/Remove Programs Properties dialog box appears.
4 Click Install... in the Install/Uninstall tab.
5 Insert OmniForm Filler disk #1 in your computer’s floppy
drive and follow the instruction in the dialog boxes.
Windows fills the Command line for installation program text box
automatically and the InstallShield Wizard appears to guide
you through the setup process.
6 Follow the instructions in each dialog box that appears, and
insert other installation disks as prompted. (Installation may
not require all the disks provided.)
OmniForm Filler installs by default to the location
c:\Program Files. You can select another location if you
wish.

Installing OmniForm Filler
Installation and Setup - 10
Installing on a Windows NT or 3.1 System
1 Start Windows NT or 3.1 and open the Program Manager
window.
2 Insert OmniForm Filler disk #1 in drive a: (or b:) of your
computer.
3 Choose Run in the Program Manager File menu.
The Run dialog box appears.
4Typea:\setup (or b:\setup) in the Command Line text box
and click OK.
The InstallShield Wizard appears to guide you through the
setup process.
5 Follow the instructions in each dialog box that appears.
OmniForm Filler creates a Caere Applications folder if
necessary. You can select another folder in the Select Program
Folder dialog box if you wish.
6 Insert other installation disks as prompted. (Installation may
not require all the disks provided.)
An OmniForm Filler icon is added to the Caere Applications
program group when installation is complete.

Starting OmniForm Filler
Installation and Setup - 11
Starting OmniForm Filler
This section describes how to launch OmniForm Filler and open a form.
To start OmniForm Filler:
1 Windows 95 users: click Start in the Taskbar and choose
Programs

OmniForm Filler.
Windows NT and 3.1 users: double-click the OmniForm Filler
icon in the Caere Applications folder.
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 - 12
Chapter 3
Working With Forms
This chapter describes the basics of working with forms.
This chapter contains the following sections:
• Opening a Form
• The OmniForm Filler Window
• Moving Through Fields
• Filling Fields
• Spell Checking
• Saving Your Form
• Printing or Faxing a Form
• Mailing a Form
• Form Usage Options
• Menu Commands
Most screenshots in this chapter were taken in Windows 95. Your dialog
boxes and windows may look slightly different if you are using
Windows NT or Windows 3.1.

Opening a Form
Working With Forms - 13
Opening a Form
This section describes how to open a form. You can open multiple forms
in OmniForm Filler.
To open a form:
1 Windows 95 users: click Start in the Taskbar and choose
Programs

OmniForm Filler.
Windows NT and 3.1 users: double-click the OmniForm Filler
icon in the Caere Applications folder.
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 (List
Files of Type in Windows NT and 3.1) drop-down list.
4 Locate and select a file.
5 Click Open.
The form opens.
You can have a maximum of 20 forms open at one time.

The OmniForm Filler Window
Working With Forms - 14
The OmniForm Filler Window
This section describes the OmniForm Filler window and its standard
toolbar.
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 35 for more information.
Fillable fields
The standard toolbar
Status bar: displays
current activity and
settings.

The OmniForm Filler Window
Working With Forms - 15
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.
In Windows 95, you can drag the standard toolbar to any other location
in the OmniForm Filler window.
The Standard Toolbar Commands
This section gives a quick explanation of each button’s function. See
“Menu Commands” on page 37 for information on other commands.
Open — Click the Open button to open an OmniForm Form.
Print — Click the Print button to print the current form on a printer or
to disk as a file. If you have a fax modem, you can use the Print...
command to send faxes as well.
Print Preview — Click the Print Preview button to see how your form
will look before you print it.
Spelling — Click the Spelling button to perform a spell check of
information entered in the form.
Cut — Click the Cut button to remove the current selection and copy it
to the Clipboard.
Copy — Click the Copy button to copy the current selection to the
Clipboard.
Paste — Click the Paste button to place the current contents of the
Clipboard at the cursor location.
Zoom — Click the Zoom button to zoom in or out of a page.
Highlight Fill Areas — Click the Highlight Fill Areas button to turn
field highlighting on and off.
First Record — Click the First Record button to move to the first record
in a database.
Open
Print
Cut
Copy
Paste
Zoom
Highlight
Fill Areas
First
Record
Previous
Record
Record
Number
Next
Record
Last
Record
New
Record
HelpSpelling
Print
Preview

The OmniForm Filler Window
Working With Forms - 16
Previous Record — Click the Previous Record button to move to the
record before the one you are viewing.
Record Number — This text box displays the current record number.
Highlight the number in the Record Number text box, type a new one,
and press Enter to move to that record.
Next Record — Click the Next Record button to move to the record
after the one you are viewing.
Last Record — Click the Last Record button to move to the last record
in a database.
New Record — Click the New Record button to create a new record
with empty fields.
Help — Click the Help button to turn your cursor into a question mark
icon. Click on any command, button, or portion of the window to open
context-sensitive help for that topic.

Moving Through Fields
Working With Forms - 17
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.
Place the cursor in a field:
When a form first opens, press the Tab or Enter key to place the cursor
in the first field.
Next field:
Press the Tab or Enter key.
Previous field:
Press Shift-Tab or Shift-Enter.
Next line in a fill text field:
Press Ctrl-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.
Select text in a field:
Double-click a word to select it or hold down the mouse button and drag
the cursor over the text to select. You can use the Copy, Cut, Paste, and
Delete commands in the Edit menu when text in fields is highlighted.
Text in a filled field is also highlighted when you tab to that field.

Filling Fields
Working With Forms - 18
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:
• 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 26.
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.
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.
prefill
element
3-character
element
prefill
element
8-character
element

Filling Fields
Working With Forms - 19
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 two examples below:
Check boxes may be grouped; this means that only one can be selected.
Selecting one check box automatically deselects another checked box in
the group as in the example below.
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 “Check Box,” above).
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.
CheckFill

Filling Fields
Working With Forms - 20
A table cell can also contain any other type of field, even multiple fields
of the same or different types. In the example below, 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.
3 Enter a file name in the File Name text box.
• Click Browse if you need to locate a file.