5.5
Table Of Contents
- Welcome
- Installation and Setup
- Working with Forms
- Opening a Form for Filling
- Moving Through Fields on a Form
- Working with Different Field Types
- Using the Type Ahead Feature
- Shrinking Text to Fit Fields
- Adding File Attachments to Form Records
- Entering Data Automatically with User Profiles
- Entering Data Automatically with Client Profiles
- Spell Checking Forms
- Saving Forms
- Printing Forms
- Emailing Forms
- Working with OmniForm Databases
- Controlling OmniForm Filler by Voice
- Utilizing Special Tablet PC Services
- Technical Information
- Index
Chapter 2
Entering Data Automatically with Client Profiles
41
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.
5. Click OK.
The field on the form turns green, which indicates that it is has been linked,
and is ready to receive Client Profile data. (For green highlights to appear,
Highlight Client Profile Fields must be selected in the Profiles menu.)
6. Repeat this procedure, starting at step 2, for other fields that you want to link
with Client Profile fields.
When you are finished, the form fields you linked are ready to receive data from
any Client Profile that you apply. See page 42 for more information.
Example of a Client
Profile field name.