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Entering Data Automatically with Client Profiles
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① Open a form in
OmniForm Filler
(or OmniForm’s
Form Filler view).
➁ Set up fields on
the form to receive
Client Profile
information. You
need to do this only
one time per form.
See page 39 for
more information.
➂ Create a Client
Profile for a specific
person and apply it
to the form. See
page 42 for more
information.
Or, apply an
existing Client
Profile to the form.
See page 44 for
more information.
Client Profile fields
are highlighted in
green.
➃ If the Client Profile does not yet
have any information, you must
add information to it by entering
information into the Client Profile
fields on the form. See page 45
for more information.
If the Client Profile already has
information for the corresponding
Client Profile fields, then the
information automatically inserts
into the fields on the form.
You need to add
information only once to a
Client Profile. After that, it
remembers the information
and applies it to
subsequent form records.