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Contents Welcome Chapter 1 Chapter 2 7 What is OmniForm Filler? 7 OmniForm Filler Features 8 Using This Guide 9 Conventions 10 Additional Information 10 Installation and Setup 11 System Requirements 12 Upgrading from a Previous Version of OmniForm Filler 12 Installing OmniForm Filler 13 Starting OmniForm Filler 15 Working with Forms 17 Opening a Form for Filling 18 Moving Through Fields on a Form 19 Working with Different Field Types 20 Fillable Text Fields 21 Comb Fields
Circle Text Fields 22 Table Fields 23 Fillable Graphic Fields 23 Drop-Down List Fields 25 Digital Signature Fields 26 Verifying Digital Signature Fields 27 Fields with Validation Settings 28 Fields Defined by Calculations 28 Using the Type Ahead Feature 28 Shrinking Text to Fit Fields 29 Adding File Attachments to Form Records 30 Entering Data Automatically with User Profiles 32 Adding Data to User Profiles Chapter 3 iv Contents 35 Entering Data Automatically with Client Profile
Chapter 4 Exporting Data 64 Importing Data 68 Protecting Data 71 Controlling OmniForm Filler by Voice Speech Recognition Engines Supported by OmniForm Filler 74 Automatic Speech Recognition 74 ScanSoft Dragon NaturallySpeaking 74 Speech Recognition in Windows XP Tablet PC Edition 74 Automatic Speech Recognition 75 Enabling 75 Navigation 75 Filling 77 Supporting Dragon NaturallySpeaking 79 Enabling 79 Navigation 80 Filling 80 Select and Say 80 Speech Recognition in Windows XP
Chapter 6 Selecting annotations and drawings 88 Resizing or moving annotations and drawings 89 Deleting annotations and drawings 90 Technical Information 93 Troubleshooting Solutions to Try First 94 Low Memory Problems 94 Low Disk Space Problems 95 OmniForm Filler Compatibility and Limits 95 Supported Graphic Formats 96 OmniForm Filler Limits 96 Index Contents 95 Supported Databases Uninstalling OmniForm Filler vi 94 96 97
Welcome Welcome to OmniForm FillerTM from ScanSoft, Inc. This user’s guide is intended for the person who will be filling out electronic forms and managing form data records in an OmniForm® database. It provides you with installation and setup instructions, task-oriented instructions for filling and managing forms, and technical information. What is OmniForm Filler? OmniForm Filler makes it easy to fill and manage electronic forms.
OmniForm Filler Features The following is a list of features that are available with OmniForm Filler. Form Filling You can easily fill out information on a form and then print or mail it. For more information, see Chapter 2. Automatic Data Entry with User and Client Profiles The User Profile and Client Profile features save you time by automatically filling out repetitive information on forms for you. A User Profile remembers information about you and your business.
When OmniForm Filler is installed on a tablet PC running Windows XP Tablet PC Edition, it can also use the device’s built-in speech recognition technology. Utilizing Tablet PC Functionality On a tablet PC you can use the tablet pen to handwrite directly into OmniForm fields. It will recognize the data and convert it to text. You can toggle between the handwritten image and the converted text. Additionally, you can add annotation notes or drawings to forms.
Conventions This user’s guide uses the following conventions: Bold text Emphasizes new terms, commands, screen names, and headings. Italic text Emphasizes new terms, commands, screen names, and headings in callout text that accompanies graphics, as well as document names. Note Presents an item of additional information. Tip Presents ideas for using features to accomplish specific tasks.
Chapter 1 Installation and Setup This chapter describes how to install and get started using OmniForm Filler software.
System Requirements These are the minimum system requirements to install and run OmniForm Filler: Note Performance and speed will be enhanced if your computer’s processor, memory, and available disk space exceed the minimum requirements. ◆ Computer with a Pentium or higher processor; Tablet PC to access its special services within OmniForm Filler ◆ Windows 95C, Windows 98SE, Windows 2000, Windows ME, or Windows NT 4.
Chapter 1 Note You must update a form to the new version of OmniForm in order to take advantage of new features such as Client and User Profile fields and file attachments. However, if you do not need to use the new features, you are not required to update the form. For example, you might want to keep a form in its previous format if you still need to open the form in a previous version. If you select No when prompted to update your form, the form will be saved in its previous format.
▼ To install OmniForm Filler: 1. Insert OmniForm Filler’s CD-ROM in the CD-ROM drive. The setup program should start automatically. If it does not start, locate your CD-ROM drive in Windows Explorer and double-click the Setup.exe program at the top-level of the CD-ROM. The first setup screen looks like this: Click Install OmniForm Filler to start installation. Click OmniForm Filler Release Notes to read important last-minute information before installing. 2. Click Install OmniForm Filler 5.
Chapter 1 Starting OmniForm Filler ▼ To start OmniForm Filler, do one of the following: ◆ Click Start in the Windows taskbar and choose Programs > ScanSoft OmniForm Filler 5.5 > OmniForm Filler 5.5 ◆ Double-click the OmniForm Filler icon in the program’s installation folder. The OmniForm Filler desktop looks like this when you first open it: Click the Open button to open a form. Click the Open button or choose Open... in the File menu to open a form.
After you open a form, more OmniForm tools appear on the desktop: Standard buttons appear for printing, spell checking, resizing the view, and other tasks. Use this button to highlight fillable fields. Use these buttons to scroll through records in your database. Please read Chapter 2 for more information on working with forms in OmniForm Filler.
Chapter 2 Working with Forms This chapter describes how to work with forms in OmniForm Filler.
Opening a Form for Filling You can have multiple forms open at the same time. Use the Window menu to switch between open forms. ▼ To open a form for filling: 1. Open OmniForm Filler or OmniForm. 2. Click the Open button or choose Open... in the File menu. The Open dialog box appears. 3. Select OmniForm Form as the file type. 4. Locate and select the desired form. 5. Click Open. The form opens, and is ready for you to create a new record.
Chapter 2 Moving Through Fields on a Form After opening a form in OmniForm Filler, click in any field to place the cursor there and start entering the desired information. You can continue to move the cursor from field to field using your mouse. Or, use the following keyboard combinations to move the cursor within a form. Action Keyboard Combination Place the cursor in a field When a form first opens, press Tab to place the cursor in the first field.
Working with Different Field Types An OmniForm Form can have a lot of different field types. The following illustration shows an example of some of the common fields you might find when filling out forms.
Chapter 2 Fillable Text Fields You can enter characters in a fillable text field such as letters, numbers, symbols, and dates. Enter text directly in a fillable text field. Note Make sure Highlight Fillable Fields is selected in the View menu to highlight fillable fields in yellow. Comb Fields A comb field is a fillable text field that is broken into separate segments for entering a set number of characters. You can enter any characters in a comb field that are appropriate to the field.
Check Box Fields Check boxes are commonly used for Yes/No questions and for selecting an item in a group. Click a check box to fill it. A filled check box field can contain a check mark, an X mark, or a solid fill: Depending on how it was designed, a filled check box can appear three different ways. Check boxes might be grouped so that only one can be selected at a time. In this case, selecting one check box automatically deselects another check box in the group.
Chapter 2 Table Fields A table field consists of individual cells, which are generally fillable text fields. You can enter characters in these cells just as you would in regular text fields. A table might also contain other field types, such as check boxes. Fillable Graphic Fields A fillable graphic field allows you to insert a graphic into a form. Click a fillable graphic field, and you will be prompted to select a source for the graphic.
▼ To import an existing graphic: 1. Click the fillable graphic field. The Fill Graphic dialog box appears. 2. Select Graphic File in the Source drop-down list. 3. Enter a file name in the File Name text box. Or, click Browse... to locate the file. 4. Select the desired size and other settings for the graphic. Click Help to get more information on the available settings. 5. Click OK. OmniForm imports the graphic into the form field. ▼ To import a graphic from a TWAIN source: 1.
Chapter 2 5. Type a file name in the File Name text box. The graphic will be saved with this file name after it is scanned. 6. Select the desired size and other settings for the graphic. Click Help to get more information on the available settings. 7. Place the page with the graphic in your scanner, making sure it is aligned correctly. 8. Click OK. OmniForm scans the graphic into the form field.
Digital Signature Fields A digital signature field allows you to lock specific fields on a form using a password. This authenticates a form and protects its data from unauthorized modification. For example, an expense report form might require a signature. Once “signed,” certain fields on the form such as expensed items might be locked. You can only unlock fields and change the data in them if you have the correct password.
Chapter 2 Verifying Digital Signature Fields Digital signature fields are only of value if you can verify that the signatures are valid. After a digital signature field is signed, the authentication process tries to verify the signature to ensure that it is valid. ▼ To see the verification status of a signed digital signature field: 1. Open the form in OmniForm Filler. 2. Choose Field Security in the View menu if it is not already turned on.
Fields with Validation Settings Some fillable text fields might be designed with validation settings such as: ◆ Requiring information to be entered so that the field is not left blank ◆ Requiring specific information to be entered ◆ Requiring information to be entered from a list of choices For example, you might be required to enter a valid date in a Date field. You would receive an error message from OmniForm if you attempted to enter anything other than a valid date.
Chapter 2 2. Click the Filling tab. 3. Select Enable Type Ahead if you want to use this feature. Deselect it if you do not want to use this feature. 4. Click OK. Shrinking Text to Fit Fields The text you enter might not always fit in the text fields provided on a form. To fix this, OmniForm can automatically shrink your text to make it fit in the fields. ▼ To turn the shrink text feature on or off: 1. Choose Options... in the Tools menu. The Options dialog box appears. 2. Click the Filling tab. 3.
Adding File Attachments to Form Records You can attach files to your form records. For example, you might want to attach scanned receipts to your expense records. ▼ To attach a file to a form record: 1. Open the form in OmniForm Filler. 2. Click the Insert File Attachment button or choose Insert File Attachment... in the File menu. The Insert File Attachment dialog box appears. 3. 30 Working with Forms Locate and select the file you want to attach.
Chapter 2 4. Click Open. The selected file is attached, and an icon is displayed for it in an attachment window below the form. An icon represents the file attachment. Doubleclick it to open the file in its own application. Right-click the icon to open, save, or remove the attachment. An attachment icon in the status bar indicates when form records have attachments. ▼ To show or hide file attachments: 1. Choose View Attachments in the View menu to show the attachment window. 2.
Entering Data Automatically with User Profiles A User Profile is a convenient feature that remembers and stores information about you when you are filling out a form. This information can then be entered automatically each time you fill out forms for yourself. This example illustrates how a User Profile would work to automatically insert your name into a form. In Form Designer: In Form Filler: ① When the form ➁ When you open is designed, its Name field is linked to the Full Name User Profile Field.
Chapter 2 ▼ To create a User Profile: 1. Choose Edit User Profiles... in the Profiles menu. 2. Click New. Select this option if you want data to be added automatically to the User Profile when it is first entered. (Subsequent changes would not be added automatically.) Type the desired name for your User Profile. 3. Type a name for your User Profile and click OK.
4. Click OK in the confirmation dialog box. The Edit User Profiles dialog box now lists your new User Profile. The new User Profile is listed. Click Edit to open the selected User Profile and add data to it directly. 5. Click Edit to edit the User Profile directly. See the next section for more information. 6. Click Close to close the dialog box. The User Profile is now selectable for any form by using the Select User Profile > [User Profile name] command in the Profiles menu.
Chapter 2 3. Click Yes if you are asked to confirm the selection. The User Profile data will be filled into the applicable User Profile fields. If you do not yet have any data in the User Profile, see the next section for information on adding data. Note To turn off a User Profile that is selected with a form record, choose Select User Profile > None in the Profiles menu.
▼ To add data to a User Profile directly: 1. Choose Edit User Profiles... in the Profiles menu. The Edit User Profiles dialog box appears. Select the User Profile you want to edit and click Edit.
Chapter 2 2. Select the User Profile you want to edit and click Edit. The selected User Profile appears. Click the page numbers to get to different types of data fields. A User Profile form looks very similar to a regular OmniForm Form. It contains a standardized list of commonly used fields. 3. Enter the desired information in the fields that you want to be remembered.
Entering Data Automatically with Client Profiles A Client Profile is a convenient feature that remembers and stores information about other people, such as your customers, employees, and family members. This information can then be entered automatically each time you fill out forms on their behalf. For example, if you have customers for whom you have to fill out forms, you can create a Client Profile that remembers and stores specific information for each customer.
Chapter 2 ▼ To set up fields on a form so that they can receive Client Profile information: 1. Open the form in OmniForm Filler. 2. Select a field on the form that you want to set up to receive Client Profile information. For example, you might want to set up the First Name field on this form to receive information from Client Profiles.
3. Choose Link Field to Client Profile... in the Profiles menu. (You can also right-click the field to choose this command.) The Link Field to Client Profile dialog box appears. The name of the currently selected field appears here. The name of the Client Profile field to which you are linking appears here. Type in a new name or select a name from the list. The master list of Client Profile fields appears here.
Chapter 2 4. Type a name for the Client Profile field that you want to link with the selected form field. Or, if there is an existing Client Profile field that you want to link to, select it in the list box. The name that you enter will become part of your master list of Client Profile fields, and will be selectable for future forms. For example, if the form field is for a person’s first name, you might enter CP_First Name as the Client Profile field name. Example of a Client Profile field name. 5.
Note To turn off a Client Profile field link, right-click the field and choose Unlink Field from Client Profile. ▼ To create a Client Profile and apply it to a form record: 1. Open the form in OmniForm Filler. Fields that have been set up to receive Client Profile information are highlighted in green when Highlight Client Profile Fields is turned on in the Profiles menu. See page 39 for information on setting up fields.
Chapter 2 2. Choose Apply Client Profile... in the Profiles menu. The Apply Client Profile dialog box appears. Select this option to create a new Client Profile. Type a name for your Client Profile here. Client Profiles that you have already created appear here. Select this option to keep your Client Profile turned on so that it is automatically applied to each new form record that you open. 3.
▼ To apply an existing Client Profile to a form record: 1. Open the form in OmniForm Filler. Fields that have been set up to receive Client Profile information are highlighted in green when Highlight Client Profile Fields is turned on in the Profiles menu. 2. Choose Apply Client Profile... in the Profiles menu. The Apply Client Profile dialog box appears. Client Profiles that you have already created appear here. Select the Client Profile you want to apply.
Chapter 2 ▼ To add data to a Client Profile: 1. Open the form in OmniForm Filler. Fields that have been set up to receive Client Profile information are highlighted in green when Highlight Client Profile Fields is turned on in the Profiles menu. The green color of this field indicates that it has been set up with a Client Profile field. 2. If you have not already done so, apply a Client Profile to this form. See page 42 for more information.
3. Enter information in a field that has been set up to receive Client Profile information. The information that you enter into the field is automatically added to the current Client Profile. If you modify the information later, the modified information is automatically updated in the Client Profile. 4. Repeat step 3 until you have added the desired data to the Client Profile. ▼ To turn off a Client Profile that is associated with a form record: 1. Choose Apply Client Profile... in the Profiles menu.
Chapter 2 3. Click OK. On your form, a red wavy line appears under possibly misspelled words and double entries. 4. Right-click an error and select the desired correction from the menu that appears. ▼ To spell check your form: 1. Click the Spelling button or choose Spelling... in the Tools menu. The Spelling dialog box appears and displays the first questionable word. The suggested spelling, if there is one, appears in the Change To text box.
Tip Choose Save As... in the File menu if you want to save a form to another location or with a different file name. Printing Forms ▼ To print your form: 1. Click the Print button or choose Print... in the File menu. The Print dialog box appears. If you are printing Form and Data or Data Only, select the records you want to print. 2. Tip 48 Working with Forms Select the desired options for printing.
Chapter 2 3. Click OK to start printing. OmniForm prints your form with the selected settings. Emailing Forms You can send your OmniForm Forms and form data as email attachments if you use Lotus cc:Mail, Lotus Notes, Microsoft Exchange, or Microsoft Outlook. OmniForm selects your installed email application by default if you have only one installed. If you have more than one of these email applications, select which one you want OmniForm to use by default. ▼ To select a default email application: 1.
Specifying What You Want to Email When you email a form from OmniForm Filler, you have the choice of sending it in the following ways: ◆ blank OmniForm Form ◆ OmniForm Form and data ◆ data only ▼ To send a form as an email attachment: 1. Open the form that you want to send. 2. Choose Send... in the File menu. 3. Log into your email application if you are prompted to do so. The Mail Options dialog box appears. Click Range... to specify a range of records if you are sending form data. 4.
Chapter 2 Adding a Routing Slip If you are a Microsoft Exchange or Outlook user, you can add a routing slip to email. Please see your Microsoft documentation for more information on routing slips. ▼ To add a routing slip: 1. Open the form that you want to send. 2. Choose Add Routing Slip... in the File menu. The Add Routing Slip dialog box appears. 3. Select the recipients and other routing information. You can send the document either now or later. 4. Click Route to route the document.
Working with Forms
Chapter 3 Working with OmniForm Databases Every OmniForm Form is automatically set up with a searchable database. This chapter describes how to work with OmniForm databases.
About OmniForm Databases Every OmniForm Form has its own OmniForm database associated with it. An OmniForm database is a collection of information stored as individual records. Each record uses the same form design, but can contain different information in its fields. The first time you open a form and fill out information, it becomes the first record in the database. Anyone with access to the form can create new records in it. See page 55 for information on creating records.
Chapter 3 Moving Through Records in a Database If an OmniForm database has more than one record, you can use the Record buttons in the fill toolbar or the Go To commands in the Records menu to move through the database records. Goes to previous record. Goes to first record. Displays the current record number. Type the number of the record you want to view and press Enter. Goes to next record. Creates new record. Goes to last record.
3. Enter the desired information in the record. OmniForm prompts you to save form records as you fill them out. Saving can occur after various actions, such as moving from one record to another, printing or closing a form, and before importing or exporting data In all these cases the Save Record warning appears: Select Do not prompt me again. Automatically save all form data if you do not want to be prompted to save form data. Click Yes or No depending on your choice for saving the data.
Chapter 3 Duplicating Existing Records You can duplicate an existing form record to create a new record with the same data. For example, you might do this if you need to enter most of the same information from an existing form record into a new record. You cannot duplicate records if data protection is turned on for the form. See page 71 for more information. ▼ To duplicate an existing record: 1. Open a form in OmniForm Filler. 2. Go to the particular record that you want to duplicate. 3.
3. Select the field that you want to search in the Field Name drop-down list. This is the field that contains the information you want to find. All the fields in your form are listed here. 4. Select a condition in the Condition drop-down list. A condition describes how to look for information entered in the Value text box. For example, you would select is equal to to specify that you want to find an exact match. Click Help for more information on the conditions you can set. 5.
Chapter 3 7. Click OK to begin the search. OmniForm searches and retrieves all records that contain the information you specified in the Search dialog box. The search results are reported directly above the form, and the active record set switches to just the found records. After a search, the record set switches to just the found records. Use the Record buttons to move through the found set. Click Clear Search to return to the full record set. Search results appear here.
Sorting Records You can sort records in OmniForm based on the ascending, descending, or original order of specific fields. For example, you could sort invoices by date to find the most delinquent accounts. ▼ To sort records: 1. Open a form in OmniForm Filler. 2. Choose Sort... in the Records menu. The Sort dialog box appears. 3. Select the field that you want to sort in the Field Name drop-down list. All the fields in your form are in this list. 4. 5.
Chapter 3 Recalculating Records Recalculating records applies any new or changed calculations to selected records in a database. Until you recalculate records, new or changed calculations apply only to new records. For information on creating calculations in records, see the OmniForm User’s Guide. For example, suppose you changed the mileage calculation in an expense form to reflect the latest rate. All new records would use the new calculation and reflect this rate.
◆ Note 4. Select From/To and enter a range to apply the new or changed calculation to a range of records. For example, entering 1 in the From text box and 5 in the To text box would recalculate the first five records in your database or found set. You cannot undo a recalculation. Click OK. OmniForm recalculates the records according to your specifications. 5. Click OK to close the dialog box that informs you how many records were recalculated successfully.
Chapter 3 ▼ To delete a specific set of records: 1. Open a form in OmniForm Filler. 2. Click Search... in the Records menu to find the specific records to delete. See page 57 for more information on searching for records. 3. After finding the desired records, choose Delete All Records in the Records menu. This deletion only applies to the found set. 4. Click Yes in the confirmation dialog box to permanently delete the found set of records.
Refreshing Records in a Shared Form If you are sharing an OmniForm database with other users, you can refresh records to see if they have been updated by others while you were working on it. ▼ To refresh a record or records: 1. Open a form in OmniForm Filler. 2. Choose Refresh Record or Refresh All Records in the Records menu. These commands are available only if the form has been set up to be shared. OmniForm checks to see if records have been updated and then displays the latest updates.
Chapter 3 ▼ To export information: 1. Open a form in OmniForm Filler. 2. Choose Export Data in the File menu. 3. Click New to start the export process. Previously saved export selections appear in this list. Click New to start your export. The Export Setup dialog box appears. Note Installed ODBC database drivers appear in the Available Data Sources list box when you select ODBC Database in the Export To drop-down list. Depending on your database driver, you can export up to 255 fields at a time.
4. Select where you want to export your data in the Export To drop-down list and click OK. The type of dialog box that appears next depends on the type of database file you selected. For example, the Export As dialog box appears if you selected to export to an OmniForm Database. The default file name uses the currently open OmniForm database. You can change this file name if desired. 5. Enter the desired name for your exported data file and click Save. The Export dialog box appears.
Chapter 3 7. Repeat step 6 until you are finished selecting the desired fields. Then click OK. The Export Data dialog box asks you what you want to do next. Tip 8. When you export data from OmniForm, you can save and reuse your export selections for future exports. This will save you time whenever you need to export data from OmniForm. To save your settings during export, click Save in step 8 of this procedure. Click Run to start exporting the data as specified.
▼ To use saved export settings: 1. Open a form in OmniForm Filler. 2. Choose Export Data in the File menu. Click Delete to remove the selected saved export settings. Previously saved export selections appear on this list. Click Edit to modify the selected saved export settings. 3. Select the name of the export settings file that you want to use. 4. Click Run. The Run Saved Export Information dialog box appears. 5. Click OK to start exporting the data as specified.
Chapter 3 ▼ To import data into an OmniForm database: 1. Open a form in OmniForm Filler. If you are going to import from another OmniForm database, make sure that the OmniForm file is closed. 2. Choose Import Data... in the File menu. The Import Setup dialog box appears. 3. Select the type of database information to import in the Import From dropdown list. 4. Click OK. The type of dialog box that appears next depends on the type of database file you selected.
5. Locate and select the OmniForm file you want to import, and click Open. More dialog boxes may appear depending on the database source you selected. Select the appropriate options. For example, the Import dialog box appears after you select an OmniForm file. Fields in the open OmniForm database appear on the left. Click Range to specify a range of records to import. Otherwise, OmniForm imports all records. Click Auto to automatically link all fields with the same name.
Chapter 3 Protecting Data Any change made to a form’s design affects all records in its database. For example, if someone deletes a fillable text field, all the information entered for that field in all form records will be deleted. Therefore, you might want to protect a form’s design and data from being altered, especially if it is going to be shared by multiple people. If you have the full version of OmniForm, you can open a form in Form Designer and choose Protection...
Working with OmniForm Databases
Chapter 4 Controlling OmniForm Filler by Voice OmniForm Filler provides capabilities for different voice engines. This chapter describes how to utilize them.
Speech Recognition Engines Supported by OmniForm Filler You can use three speech recognition engines with OmniForm Filler. These are: Automatic Speech Recognition Automatic Speech Recognition (ASR) is a speech recognition engine integrated into OmniForm Filler. It needs no training, is speaker independent, and requires small resources from the system. With ASR you can control OmniForm by voice commands and fill text into forms by spelling.
Chapter 4 Automatic Speech Recognition Enabling You need to enable Automatic Speech Recognition in order to use it during your work with OmniForm. ▼ To enable Automatic Speech Recognition: Click the Voice Navigation button or choose Voice Navigation from the Tools menu. Navigation The most frequently used functionality with Automatic Speech Recognition is page navigation, field navigation, editing, zooming and data handling.
Editing Change Option Changes combo box selection Check Checks checkbox Delete Backspace Delete That Deletes selected text Zooming Zoom In Zooms in Zoom Out Zooms out Zoom Page Width Zooms to page width Zoom Full Page Zooms to full page Data Handling New Record Inserts a new record Save Saves data You can also tell your computer a field name on the form, and OmniForm Filler can locate the field for you. ▼ To Locate a Form Element by Field Name Say the Field Name into the microphone.
Chapter 4 Filling Automatic Speech Recognition has also a limited functionality for filling forms. Words can be spelled into form fields, and the input of date values is made easier by recognizing month names and accepting commands like this year, next year, etc.
Quebec Letter Q Romeo Letter R Sierra Letter S Tango Letter T Uniform Letter U Victor Letter V Whiskey Letter W X-Ray Letter X Yankee Letter Y Zulu Letter Z Special characters in spelling mode Symbol Initializes special character mode Dot .
Chapter 4 January January February February March March April April May May June June July July August August September September October October November November December December Today Today Supporting Dragon NaturallySpeaking ScanSoft Dragon NaturallySpeaking is a separate speech recognition product that enables users to control Windows applications by voice, and dictate text to the computer instead of typing.
Navigation With Dragon NaturallySpeaking you can generally control Windows applications by voice, thus you can control OmniForm also. For example, menus are controlled by telling the name of the menu to your computer. As forms are displayed in OmniForm Filler in WYSIWYG style, form elements cannot be recognised as usual Windows screen items. OmniForm Filler provides access to form elements through the Navigate menu. This lists all form elements, allowing them to be chosen with Dragon NaturallySpeaking.
Chapter 4 Enabling If neither Dragon NaturallySpeaking is installed on your system, nor Automatic Speech Recognition is enabled, the built-in speech recognition in Windows XP Tablet PC Edition becomes active in OmniForm Filler. ▼ To disable Automatic Speech Recognition: Click the Voice Navigation button or choose Voice Navigation from the Tools menu. Navigation With Windows XP Tablet PC Edition you can generally control Windows applications by voice, thus you can control OmniForm also.
Controlling OmniForm Filler by Voice
Chapter 5 Utilizing Special Tablet PC Services OmniForm Filler can be installed and used on Tablet PC computers. This chapter describes the specific features designed exclusively for Tablet PC users.
Handwritten Filling OmniForm enables a Tablet PC user to use the tablet pen to handwrite directly into a form field with cursive. This is a special data input mode available only at Tablet PC computers. When the field is exited, the handwritten image is automatically converted to ASCII text. The handwritten image is stored with the form record and can be displayed later. Handwritten Filling of Text Fields ▼ To activate or deactivate Fill By Hand mode: 1.
Chapter 5 1. Click the Fill By Hand button or choose Fill by Hand from the Tools menu 2. Select a Fill Text Field in order to display the handwrite frame 3. Tap with the tablet pen on the triangular handle at the right bottom corner of the frame 4. Drag the handle to the desired position in order to resize the handwrite frame Note The other option to get more space for handwriting is to set the Zoom of the form in the View Menu.
View Handwritten image Use this command to toggle between the handwritten image and the converted text image. Click the View Handwritten Image button or choose View Handwritten Image from the View menu All the fields on the form are displayed as handwritten images or normal fields. If the handwritten frame of a field was resized during handwriting, the field image is stretched on the handwritten image view so it returns to its original size.
Chapter 5 Using Annotations and Drawings on Forms In Annotation Mode you can add notes or drawings on any part of the form. These annotations serve for communication purpose during the process of form filling. You can put marks, exclamations, frames or your signature on the form. The annotations are saved in the database as a separate overlay that is unique to each form record. ▼ To add notes or drawings to your form: 1.
This will show or hide all annotations on the form. Note Handwritten text or annotations are not visible if the form is later opened and processed with OmniForm Premium 5.0, OmniForm 5.0 or OmniForm Filler 5.0. The handwritten information however is still preserved in the form. Opening the form in OmniForm Filler 5.5, the handwritten text or the annotations will be visible again.
Chapter 5 3. A drawing box appears around the object. Resizing or moving annotations and drawings You can resize or move the annotation notes or drawings. ▼ To resize annotations or drawings: 1. Click the Select Annotation button or choose Select from the Annotate submenu of the Tools menu 2. Select the drawing by putting a selection circle around it. 3. Tap on one handle of the drawing rectangle and drag it to resize the object. ▼ To move annotations or drawings: 1.
3. Tap inside the drawing rectangle and drag the object to the desired location. Deleting annotations and drawings Annotations or drawings can be deleted after selection. ▼ To delete notes or drawings from your form: 90 1. Click the Select Annotation button or choose Select from the Annotate submenu of the Tools menu. 2. Select the drawing by putting a selection circle around it.
Chapter 5 3. Click the Delete Annotation button or choose Delete from the Annotate submenu of the Tools menu.
Utilizing Special Tablet PC Services
Chapter 6 Technical Information This chapter provides troubleshooting tips and other technical information about using OmniForm Filler. Please also look in the Release Notes, Help topics, and ScanSoft Web pages (www.scansoft.com) for updated information about OmniForm.
Troubleshooting Although OmniForm Filler is designed to be easy to use, problems sometimes occur. Many of the error messages contain self-explanatory descriptions of what to do: check connections, close other applications to free up memory, and so on. Sometimes that is all the troubleshooting help you need. Please see your Windows documentation for information on optimizing your system and application performance.
Chapter 6 ◆ Increase your computer’s physical memory (RAM). More memory optimizes OCR performance. See Chapter 1 for more information. Low Disk Space Problems Problems may occur if your system runs low on free disk space. Try these solutions for low disk space problems: ◆ Empty the Windows Recycle Bin. ◆ Close all open applications and delete the TMP files in the Temp folder. This folder is usually located in your Windows folder.
Supported Graphic Formats OmniForm Filler can import the following file types for fillable graphic fields: ◆ BMP ◆ GIF ◆ JPEG ◆ PCX ◆ TIFF ◆ Macintosh PICT OmniForm Filler Limits The following are limits in OmniForm Filler. Forms open at one time: 20 Records in a database: 10,000, or approximately 5.4 MB of data across all records Uninstalling OmniForm Filler Sometimes uninstalling and then reinstalling OmniForm Filler will solve a problem.
Index A D administrator privileges required for installation 13 required for uninstallation 96 Annotate By Hand 87 Annotation Layer 87 annotations 88, 89 attaching files to form records 30– data adding to User Profiles 35–37 entering automatically 32–35, 31 attachments to form records 30–31 viewing 31 Automatic Speech Recognition 75 C calculations in fields 28 check box fields, filling 22 circle text fields, filling 22 Client Profiles adding data to 45 applying existing to forms 44 creating and applyi
Fill By Hand 85 fill graphic fields filling 23 importing graphics into 24–25 fillable fields see fields 21 fillable text fields, filling 21 form data see data forms see also records attaching files to 30–31 Client Profiles, adding data to 45 Client Profiles, applying existing profile to 44 Client Profiles, creating and applying 42 Client Profiles, for automatic data entry 38–46 emailing 49–51 moving through fields on 19 opening 15, 18 printing 48 protecting design and data 71 refreshing shared 64 saving 4
ScanSoft Web site support on 93 searching for records 57–59 security protecting form design and data 71 verifying signature fields 27 Select and Say 12 shrink text feature 29 signature fields 26 signing fields with digital signatures 26 sorting records 60 Speech Recognition 73 spell checking forms 46–47 starting OmniForm 15 support see Troubleshooting system memory required for installation 12 system requirements 12 U uninstalling OmniForm Filler 96 upgrading OmniForm Filler 12 User Profiles adding data
Index
