NUANCE OMNIFORM 2, OMNIFORM Reference Manual

OmniForm® Reference
Version 2 for Macintosh
CAERE CORPORATION
100 Cooper Court Los Gatos, California 95030-3321
European Offices: Caere GmbH Innere Wiener Strasse 5 81667 Munich Germany
Caere UK Information Centre Abbey House, 4 Abbey Orchard Street Westminster, London SW1P2JJ, U.K.
Please Note
To use this program, you should know how to work in the Macintosh environment. Please refer to your Macintosh documentation if you have questions about how to use menu commands, dialog boxes, scroll bars, and so on.
OmniForm Reference Version 2.01 for Macintosh
Copyright© 1997 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:
_______________________________________________
ii
Chapter 1 Introduction
OmniForm Features........................................................................................................................1-2
Using the Documentation ..............................................................................................................1-3
Online Help...............................................................................................................................1-3
Formatting.................................................................................................................................1-3
Symbols......................................................................................................................................1-4
Chapter 2 Installation and Setup
System Requirements .....................................................................................................................2-2
Registering OmniForm...................................................................................................................2-2
Installing OmniForm ......................................................................................................................2-3
Starting OmniForm .........................................................................................................................2-4
Chapter 3 Tutorials
Tutorial 1 — Load and Fill a Form................................................................................................3-2
Launch OmniForm...................................................................................................................3-2
Scan the Sample Form .............................................................................................................3-3
Fax the Sample Form ...............................................................................................................3-6
Import an Image File................................................................................................................3-6
Filling in the Form..................................................................................................................3-10
Design View............................................................................................................................3-13
Tutorial 2 — Edit Text and Add a Graphic ...............................................................................3-15
Scan or Import the Sample Form.........................................................................................3-15
Verifying OCR ........................................................................................................................3-17
Tutorial 3 — Design Your Own Form........................................................................................3-21
Pre-Organization....................................................................................................................3-22
Open a New, Blank Form......................................................................................................3-22
Create the Text Objects..........................................................................................................3-23
Create the Fill Text Objects...................................................................................................3-23
Create the Comb Objects.......................................................................................................3-27
Create the Check Box Objects...............................................................................................3-29
Create the Table Object..........................................................................................................3-31
Create the Graphic Objects ...................................................................................................3-36
Table of Contents
iii
Define the Calculations.........................................................................................................3-37
Customize the Form ..............................................................................................................3-41
Test the Form in Fill View.....................................................................................................3-44
Tutorial 4 — The OmniForm Database......................................................................................3-46
Duplicating a Database Record............................................................................................3-46
Creating New Records ..........................................................................................................3-47
Search the Database Records................................................................................................3-48
Sort the Database Records ....................................................................................................3-49
Database Changes..................................................................................................................3-50
Deleting Records....................................................................................................................3-51
Chapter 4 Views and Form Usage
Using Form Assistant .....................................................................................................................4-2
Opening Form Assistant.........................................................................................................4-2
The Form Assistant Options...................................................................................................4-3
Setting the Form Assistant Startup Option..........................................................................4-4
The Design View Window.............................................................................................................4-5
The Fill View Window....................................................................................................................4-6
Form Usage Options....................................................................................................................... 4-7
Choosing a Form Usage Option.............................................................................................4-7
Where to Select Form Usage Options ................................................................................... 4-8
Changing Form Usage.............................................................................................................4-9
Chapter 5 OmniForm Procedures
Scanning a Paper Form...................................................................................................................5-2
Scanning With Form Assistant...............................................................................................5-2
Using the
Importing an Image File................................................................................................................. 5-8
Importing With Form Assistant.............................................................................................5-8
Using the
Filling a Form.................................................................................................................................5-13
Filling Fields With Form Assistant...................................................................................... 5-13
Using the
Printing or Faxing a Form............................................................................................................ 5-14
Printing/Faxing With Form Assistant................................................................................5-14
Using the
Searching a Form........................................................................................................................... 5-17
Searching With Form Assistant ........................................................................................... 5-17
Using the
Opening a Form to Design........................................................................................................... 5-19
Opening a Form in Design View With Form Assistant....................................................5-19
Using the
Scan Form...
Scan Form...
Command.......................................................................................................5-13
Fill
Print...
Search...
Design
Command.......................................................................................... 5-4
Command to Import...................................................................... 5-10
Command.................................................................................................5-15
Command...............................................................................................5-18
Command.................................................................................................5-19
iv
Creating a New Form ...................................................................................................................5-20
Creating a New Form With Form Assistant.......................................................................5-20
Using the
Command.....................................................................................................5-20
New
Opening a Form.............................................................................................................................5-21
International Settings....................................................................................................................5-22
Selecting a Language for Your Form(s) ..............................................................................5-22
How OmniForm Uses Language Selections.......................................................................5-23
The
Allow Multiple Languages
Menu Shortcuts..............................................................................................................................5-26
Chapter 6 Designing a Form
The Design Process .........................................................................................................................6-2
The Design View Toolbars.............................................................................................................6-3
The Standard Toolbar..............................................................................................................6-3
The Font/Text Toolbar............................................................................................................6-4
The Arrange Toolbar ...............................................................................................................6-4
The Drawing Toolbar ..............................................................................................................6-5
Creating Objects...............................................................................................................................6-6
General Creation Guidelines..................................................................................................6-6
Creating a Text Object .............................................................................................................6-7
Creating a Line Object.............................................................................................................6-7
Creating an Oval Object..........................................................................................................6-8
Creating a Rectangle Object....................................................................................................6-8
Creating a Graphic Object.......................................................................................................6-8
Creating a Fill Text Object.....................................................................................................6-13
Creating a Comb Object ........................................................................................................6-13
Creating a Check Box Object ................................................................................................6-14
Creating a Circle Text Object................................................................................................6-14
Creating a Table Object .........................................................................................................6-14
Creating a Fill Graphic Object..............................................................................................6-15
Defining Objects ............................................................................................................................6-16
Defining a Graphic Object.....................................................................................................6-16
Defining a Fill Text Object ....................................................................................................6-17
Defining a Comb Object........................................................................................................6-21
Defining a Comb Element Object ........................................................................................6-23
Defining a Check Box Object ................................................................................................6-24
Defining a Circle Text Object................................................................................................6-26
Defining a Table Object.........................................................................................................6-26
Defining a Table Cell .............................................................................................................6-27
Defining a Fill Graphic Object..............................................................................................6-27
Changing Object Appearance......................................................................................................6-29
Redesigning Your Form ...............................................................................................................6-33
Selecting an Object .................................................................................................................6-33
Option..................................................................................5-25
v
Moving an Object................................................................................................................... 6-34
Resizing an Object..................................................................................................................6-34
Deleting an Object..................................................................................................................6-35
Formatting Text......................................................................................................................6-35
Redesigning a Table............................................................................................................... 6-38
Aligning Objects..................................................................................................................... 6-39
Sending Objects Front or Back.............................................................................................6-40
Changing Tab Order..............................................................................................................6-41
Placing Objects in Table Cells ..............................................................................................6-42
Converting an Object.............................................................................................................6-43
Using the Scrap Album ................................................................................................................6-44
What is the Scrap Album? ....................................................................................................6-44
Opening a Scrap Album........................................................................................................6-44
Copying Objects to the Scrap Album..................................................................................6-45
Placing Scraps in a Form.......................................................................................................6-45
Renaming a Scrap ..................................................................................................................6-45
Deleting a Scrap......................................................................................................................6-46
Creating a New Scrap Album ..............................................................................................6-46
Renaming a Scrap Album.....................................................................................................6-46
Deleting a Scrap Album........................................................................................................ 6-47
Changing the Scrap Album View........................................................................................6-47
Chapter 7 Filling a Form
The Fill View Window....................................................................................................................7-2
The Standard Toolbar..............................................................................................................7-2
Filling Fields.....................................................................................................................................7-3
Fill Text...................................................................................................................................... 7-3
Comb..........................................................................................................................................7-3
Check Box.................................................................................................................................. 7-4
Circle Text .................................................................................................................................7-4
Table...........................................................................................................................................7-4
Fill Graphic ...............................................................................................................................7-5
List Fields ..................................................................................................................................7-7
Fields Defined by a Calculation.............................................................................................7-8
Field Validation........................................................................................................................7-8
Spell Checking .................................................................................................................................7-9
Checking the
Changing the Language Selection.......................................................................................7-10
Multiple Languages...............................................................................................................7-10
Dictionaries.............................................................................................................................7-10
Spell Checking Your Form....................................................................................................7-11
Moving Through Fields................................................................................................................ 7-12
Saving in Fill View........................................................................................................................ 7-12
Current Form
Language Selection.................................................................. 7-9
vi
Chapter 8 Managing an OmniForm Database
What is a Database? ........................................................................................................................8-2
Managing Database Records .........................................................................................................8-3
Creating New Records ............................................................................................................8-3
Duplicating Records ................................................................................................................8-5
Moving Through a Database..................................................................................................8-6
Searching Records for Information........................................................................................8-7
Sorting Records.......................................................................................................................8-12
Recalculating Records............................................................................................................8-13
Deleting Records ....................................................................................................................8-15
Exporting Information...........................................................................................................8-16
Exported Data and Shared Forms........................................................................................8-20
Importing Information ..........................................................................................................8-21
Protecting Your Database.............................................................................................................8-26
OmniForm Filler............................................................................................................................8-27
Chapter 9 Using Calculations
Calculation Overview.....................................................................................................................9-2
Creating a Calculation.............................................................................................................9-2
Using the
Calculation Guidelines............................................................................................................9-7
Usage Conventions ..................................................................................................................9-8
Operators..........................................................................................................................................9-9
Operator Buttons......................................................................................................................9-9
Operators — Quick Reference..............................................................................................9-10
Functions ........................................................................................................................................9-11
Abs (Absolute Value).............................................................................................................9-11
Avg (Average) ........................................................................................................................9-12
Date (Current Date) ...............................................................................................................9-12
DayName.................................................................................................................................9-13
DayOfMonth...........................................................................................................................9-13
DayOfWeek.............................................................................................................................9-14
DayOfYear...............................................................................................................................9-14
Exp (Exponentiation).............................................................................................................9-15
FV (Future Value)...................................................................................................................9-15
Hour .........................................................................................................................................9-16
If................................................................................................................................................9-16
Int (Integer) .............................................................................................................................9-17
Left............................................................................................................................................9-17
Length......................................................................................................................................9-18
Ln (Natural Logarithm).........................................................................................................9-18
Log (Base 10 Logarithm) .......................................................................................................9-19
Recalculate...
Command .........................................................................................9-7
vii
Lower.......................................................................................................................................9-19
Max (Maximum) .................................................................................................................... 9-20
Middle......................................................................................................................................9-20
Min (Minimum)...................................................................................................................... 9-21
Minute......................................................................................................................................9-21
Mod (Modulus (Remainder))...............................................................................................9-22
Month.......................................................................................................................................9-22
MonthName............................................................................................................................9-23
Pi...............................................................................................................................................9-23
PMT (Payment) ......................................................................................................................9-24
Position....................................................................................................................................9-24
Proper ......................................................................................................................................9-25
PV (Present Value).................................................................................................................9-25
RecordCount...........................................................................................................................9-26
Replace.....................................................................................................................................9-26
Replicate ..................................................................................................................................9-27
Right.........................................................................................................................................9-27
Round ......................................................................................................................................9-28
Second...................................................................................................................................... 9-28
Sign...........................................................................................................................................9-29
Sqrt (Square Root)..................................................................................................................9-29
Sum .......................................................................................................................................... 9-30
Time .........................................................................................................................................9-30
Trim.......................................................................................................................................... 9-31
Trunc (Truncate).....................................................................................................................9-31
Upper.......................................................................................................................................9-32
Year ..........................................................................................................................................9-32
Functions — Quick Reference..............................................................................................9-33
Functions Sorted by Type.....................................................................................................9-36
Chapter 10 Technical Information
Before You Begin...........................................................................................................................10-2
Try this First............................................................................................................................ 10-2
System Setup Checklist .........................................................................................................10-2
OmniForm Setup Issues...............................................................................................................10-3
Memory and Installation.......................................................................................................10-3
Linking OmniForm with Visioneer PaperPort™ .............................................................. 10-3
Uninstalling OmniForm........................................................................................................ 10-3
Scanning and Recognition ...........................................................................................................10-4
System Hang During Scan....................................................................................................10-4
Scanner Compatibility...........................................................................................................10-4
Operation........................................................................................................................................10-5
Low Memory ..........................................................................................................................10-5
viii
Low Disk Space ......................................................................................................................10-6
OmniForm Limits...................................................................................................................10-6
Improving Performance ...............................................................................................................10-7
Document Quality..................................................................................................................10-7
Scanning Angle.......................................................................................................................10-7
Scanner Glass Cleanliness.....................................................................................................10-8
Paper Transparency...............................................................................................................10-8
HP AccuPage ..........................................................................................................................10-8
OmniForm Compatibility.............................................................................................................10-9
Error Messages.............................................................................................................................10-10
Low Memory or Disk Space Errors ...................................................................................10-10
Scanner Errors.......................................................................................................................10-10
Other Error Messages..........................................................................................................10-10
Caere Product Support...............................................................................................................10-13
World Wide Web..................................................................................................................10-13
Product Support Information.............................................................................................10-13
Information We Need From You.......................................................................................10-13
ix
x
Chapter 1
Introduction
OmniForm is the easy way to convert your paper forms to electronic forms. Use OmniForm to edit, design, and fill forms, manage information databases, and print or fax mail forms among other functions.
This chapter gives an overview of the form creation and information management capabilities OmniForm provides, as well as an explanation of how to use the documentation.
This chapter contains the following sections:
• OmniForm Features
• Using the Documentation
Introduction 1-1
OmniForm Features
OmniForm Features
OmniForm, an easy-to-use environment for working with forms, is more than just form-recognition software. OmniForm includes the following features:
Form Input
OmniForm uses Logical Form Recognition™ to convert your scanned paper forms or imported image files into electronic, editable forms.
Fill View
Use OmniForm’s Information entered can easily be searched and sorted.
Design View
Use OmniForm’s forms. A variety of toolbars make formatting easy and convenient. Use the Scrap Album to store or copy form objects.
OmniForm Database
All information you enter into a form is stored as a part of an OmniForm database. You can create, duplicate, sort, and search records, and import and export database information.
Field Validation
You can set up OmniForm to OmniForm displays a prompt if you enter incorrect information.
Field Calculations
OmniForm’s built-in operators and functions let you define calculations that display the correct value as you fill the appropriate field(s) in a form. This automates data entry and reduces the possibility of errors.
Fill View
Design View
to fill a form with the information you need.
to design your own forms or edit existing
validate
a fillable field automatically.
Form Printing and Faxing
You can print or fax forms from OmniForm. 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.
1-2 Introduction
Using the Documentation
This section explains the various instructional and formatting conventions used in this manual.
Online Help
OmniForm has both online help and context-sensitive help. Use the commands in the Help menu to find information on OmniForm topics and on using Help itself.
Click the Help button in the OmniForm 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 the File menu.”
Menu titles, icon names, dialog box names, and unlabeled buttons are not italicized.
Using the Documentation
in
Open
• A new term may be italicized the first time it is used; for example, “This is a
• Variable entries are italicized; for example, “The entry n must be between 4 and 18.”
Courier font
• The Courier font indicates text that you are supposed to enter; for example, “Type Sample1 in the
• The Courier font is also used to distinguish file locations and file and folder names from the rest of the text; for example, “Locate the Sample form in the OmniForm folder.”
fill text
field.”
File Name
text box and click
Introduction 1-3
OK.
Using the Documentation
Symbols
Two symbols are used in this manual to highlight text.
This symbol means
This symbol means
It introduces a tip or an item of note.
Note.
Warning.
It introduces cautionary text.
1-4 Introduction
Chapter 2
Installation and Setup
This chapter describes how to install OmniForm and begin using it. It contains the following sections:
• System Requirements
• Registering OmniForm
• Installing OmniForm
• Starting OmniForm
Installation and Setup 2-1
System Requirements
System Requirements
To install and run OmniForm, you need the following setup:
• Macintosh 68040 or higher processor, a Power Macintosh, or a Macintosh compatible of either of these versions.
• System 7.1 or higher.
• Free system memory of at least 12MB RAM.
• Minimum of 10MB of free hard disk space.
• CD-ROM drive and internal hard disk.
Additional, but optional requirements include:
• A monitor capable of displaying 256, thousands, or millions of colors.
• If you plan to scan forms, you need a scanner with a Pixel Translations ISIS scanner driver.
Registering OmniForm
Registering your copy of OmniForm entitles you to technical support, notification of special offers and upgrades, and the lowest price offered on the next OmniForm upgrade.
Please complete and send in the registration card included in your OmniForm package.
See “Caere Product Support” on page 10-13 for information on technical support.
2-2 Installation and Setup
Installing OmniForm
This section describes how to install OmniForm.
CD-ROM extensions must be loaded to use the CD-ROM drive.
1 With all extensions off (see the previous paragraph), insert the
OmniForm CD in your computer’s CD-ROM drive. 2 Double-click to open the CD if it does not open automatically. 3 Double-click the Installer icon. 4 Follow installation instructions. 5 Enter the serial number found on the CD-ROM case when
prompted. 6 Restart your computer.
Installing OmniForm
Installation and Setup 2-3
Starting OmniForm
Starting OmniForm
This section describes how to launch OmniForm.
Before you install OmniForm, running correctly with your computer system using the manufacturer’s scanning utility or imaging software.
To start OmniForm:
1 Double-click the OmniForm icon in the OmniForm folder on
your hard drive. Form Assistant appears. It contains six options. Each is a basic
OmniForm procedure.
please test your scanner
to make sure it is
2 Select an option and click
See Chapter 5, OmniForm Procedures, for detailed information on the basic OmniForm procedures.
2-4 Installation and Setup
Next>.
Click
Cancel
Form Assistant and want to go directly to OmniForm.
to close Form Assistant if you do not want to use
Chapter 3
Tutorials
These tutorials guide you through some of the main features of OmniForm. There are four sections in this chapter:
• Tutorial 1 — Load and Fill a Form
• Tutorial 2 — Edit Text and Add a Graphic
• Tutorial 3 — Design Your Own Form
• Tutorial 4 — The OmniForm Database
Perform these exercises in order if you are new to OmniForm. Each new exercise builds upon skills learned in the previous one. Choose the tutorial you want to practice if you already know the basics of scanning, designing, and using forms.
The tutorials cross-reference sections in this manual for additional information on each subject. Read the other chapters in the manual to learn about OmniForm features not discussed here.
Tutorials 3-1
Tutorial 1 — Load and Fill a Form
Tutorial 1 — Load and Fill a Form
You will load the Sample form in this exercise in one of three ways:
• Scan in the Sample form with a scanner if you have one. The form is supplied inside this manual.
• Fax the Sample form to your computer’s fax modem if you have no scanner, use your fax software to save it as a PICT or TIFF file, and open it in OmniForm. The form is inside this manual.
• Locate and open the Sample file if you have no scanner and no fax modem. It was placed in your OmniForm:Sample Forms folder during installation.
Decide which method you want to use. You can try all three methods eventually if you own both a scanner and a fax modem.
After you have loaded the form into OmniForm, you will practice various features of the program.
Launch OmniForm
Double-click the OmniForm icon in the OmniForm folder. The Form Assistant dialog box appears.
If you accidentally close the Form Assistant dialog box, choose Form Assistant in the File menu to reopen it.
3-2 Tutorials
• See the next section if you have a scanner and want to scan the form.
• See “Fax the Sample Form” on page 3-6 if you have a fax machine and a fax modem and want to fax the form to your computer.
• See “Import an Image File” on page 3-6 if you do not have a scanner or a fax modem, or if you want to use this method instead of the other two methods.
Scan the Sample Form
Tutorial 1 — Load and Fill a Form
1 Select
Scan in a form
and then click
Next>
.
2 Select a source for the form in the next window.
3Select
Scanner
and click
Next>
.
Tutorials 3-3
Tutorial 1 — Load and Fill a Form
4Select
in the next window if this option is not selected.
Letter
The Sample form is a letter-sized page.
5 Click
Next>
.
The next window offers two form usage options.
6 Select the second option.
7 Click
3-4 Tutorials
You will just fill the form in this exercise, not work on its design.
.
Next>
The next window prompts you to place a page in your scanner.
Tutorial 1 — Load and Fill a Form
8 Make sure the page is aligned correctly in your scanner, and
click
Finish.
OmniForm scans the form. The OmniForm window displays scanning, designing, and straightening progress.
The Sample form opens as Untitled 1 in Fill View. It should look the same as the original copy of the form.
9 Click the Save button or choose
in the File menu.
Save
The Save As dialog box appears.
10 Type Sample 1 in the
Save document as
text box and click
Save.
Proceed to the section “Filling in the Form” on page 3-10 to begin using OmniForm’s tools.
Tutorials 3-5
Tutorial 1 — Load and Fill a Form
Fax the Sample Form
To fax the Sample form, you need the following:
• a fax modem connected to your computer
• fax software that is compatible with your fax modem
• access to a regular fax machine
To fax the form:
1 Make sure your fax modem is turned on and that your fax
software is set up to receive a call.
Refer to your fax documentation for information. 2 Place the Sample form in the fax machine. 3 Set faxing resolution to
OmniForm may have trouble recognizing documents faxed at a
lower resolution. Check your fax machine’s manual if you need
more information about its settings. 4 Dial your fax modem’s number and fax the Sample form as you
normally would. 5 Once received, use your fax software to open the Sample form
and save it as a PICT or TIFF file.
Again, refer to your fax software manual if you do not know
how to do this. 6 See the next section, “Import an Image File” for instructions on
how to convert your fax file into an electronic form in
OmniForm.
Import an Image File
OmniForm can recognize PICT or TIFF image files. An image is an electronic picture of text and/or graphics. This could be a form created in another program or one received as a fax file. See the previous section, “Fax the Sample Form” if you want to create a fax file to import.
You will import an image file in this exercise. You can import a fax file if you have one, or import the Sample form that was placed in your OmniForm:Sample Forms folder during installation.
Fine
or
Best
.
3-6 Tutorials
Load the Image File in OmniForm
Tutorial 1 — Load and Fill a Form
1 Select 2Select
3 Click
Scan in a form Fax or Image
Select...
in Form Assistant and then click
in the next window and then click
in the next window.
Next>
Next>
.
.
The Select dialog box appears.
Tutorials 3-7
Tutorial 1 — Load and Fill a Form
•Select
TIFF Files
in the
List Files of type
pop-up menu if you
want to import the Sample file. Locate and select the Sample file in the OmniForm:Sample Forms folder.
• Locate and select your fax file if you created one in the previous exercise.
• Click
The file name appears in the
4 Click
Next>.
to return to Form Assistant.
Open
File
text box.
The next window offers two form usage options.
5 Select the second option.
You will just fill the form in this exercise, not work on its design.
3-8 Tutorials
Tutorial 1 — Load and Fill a Form
6 Click
Finish>
.
The OmniForm window displays scanning, designing, and straightening progress.
The Sample form opens as Untitled 1 in Fill View.
7 Click the Save button or choose
in the File menu.
Save
The Save As dialog box appears.
8Type Sample 1 in the
Save document as
text box and click
The next section shows you how to begin using OmniForm’s tools.
Save.
Tutorials 3-9
Tutorial 1 — Load and Fill a Form
Filling in the Form
Standard toolbar in Fill View
The Sample 1 form opens in Fill View.
Status text
Hold the cursor over any button in the toolbar to see its function.
Fill View Overview
The standard toolbar appears below the menus. The buttons correspond to various menu commands.
1 Place your cursor over one of the buttons and hold it there
without clicking. A ToolTip describes the button’s function.
Corresponding status text simultaneously appears in the status bar at the bottom of the window.
3-10 Tutorials
Tutorial 1 — Load and Fill a Form
2 Click the Highlight button in the toolbar or choose
Areas
OmniForm highlights all recognized fields in yellow. This
makes it easy to see which fields you can fill. 3 Click the button again to turn field highlighting back on. 4 Click the Zoom button and select a page view in the pop-up
menu.
Alternatively, choose
in the cascading menu.
Fill in the Fields
1 Click the field after
place the cursor there.
This is a 2 Type your name in the fill text field. 3 Continue to press the Tab key to move to and fill in the
City,
You can press Shift-Tab to move to a previous field. 4 Tab to or click in the
This is a
elements.
also comb fields.
Highlight Fill
in the View menu to turn off field highlighting.
in the View menu and select a view
Zoom
on the form or press the Tab key to
Name
field. The word
fields (or click to place the cursor there).
field. This is a field that is subdivided into
and
fill text
State
comb
The next fields,
Zip Code
field.
Phone Number
on the form is
Name
and
Fax Number,
.
text
Address,
comb
are
5 Type five numbers in the
Zip Code
field.
You do not have to click in each box in the field. OmniForm
moves the cursor automatically for you. 6 Tab to or click in the
Phone Number
comb field and type a phone
number.
Tutorials 3-11
Tutorial 1 — Load and Fill a Form
7 Fill in the
The next item is a
Fax Number
comb field.
. A table contains
table
and each cell
cells
contains a field. The cells in the table are all fill text fields. The headers in the table are text and cannot be changed in Fill View.
• Click in the field under
Description
• Press the Tab key to move to the field under
and type some text.
Quantity
and type
a number.
• Press the Tab key to move to the field under
and type
Cost
another number.
8 Move down the page and click in the square next to the words
Check here to receive our next magazine.
An “X” appears in the box. This is a
check box
field.
9 Click the word
next to the words
Ye s
Would you like to receive
more information?
Nothing happens. This should be a
circle text
field but there was no circle on the form to indicate this to OmniForm during form recognition.
OmniForm provides tools to compensate for missing information on forms. The next section describes how to create the circle text field.
3-12 Tutorials
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