Please Note
In order to use this application, you should know how to work in the Microsoft Windows environment.
Please refer to Windows documentation if you have questions about how to use menu commands,
dialog boxes, scroll bars, edit boxes, and so on.
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.
Welcome to OmniForm, and thank you for using our software!
OmniForm is the easiest way to convert your paper forms to electronic
forms. Use OmniForm to edit, design, and fill forms, manage
information databases, and print and mail forms among other functions.
The following documentation has been provided to help you learn
about OmniForm.
This User’s Manual
This manual introduces you to the basics of using OmniForm. It
includes installation and setup instructions, an introduction to
OmniForm, ways to help you design and fill in forms, how to manage
databases and use calculations, and technical information.
OmniForm Online Help
OmniForm’s online help contains information on features, settings, and
procedures. The online help conforms to Windows online help
conventions and has been designed for quick and easy information
retrieval. Please see page 2 for information on using the online help.
Readme File
Readme
The
Please read it before using OmniForm. To open this text file, click
in the Windows taskbar and choose
Applications
Scanner Setup Notes
file contains last-minute information about the software.
Start
OmniForm Readme
Programs
after OmniForm has been installed.
Caere
Scanner Setup Notes
The
and related issues. To open this PDF file, click Start in the Windows
taskbar and choose
Documents
Scanner Setup Notes
contains information about supported scanners
Programs
Caere ApplicationsCaere
after OmniForm has been installed.
1
Getting Online Help
Using This Manual
This manual is written with the assumption that you know how to work
in the Windows environment. Please refer to your Windows
documentation if you have questions about how to use dialog boxes,
menu commands, scroll bars, drag and drop functionality, shortcut
menus, and so on.
The following conventions are used in this manual.
ConventionPurpose
Italicized text
Getting Online Help
In addition to using this manual, you can use OmniForm’s online help
topics to learn about features and procedures. Online help is available
after you install OmniForm.
• Emphasizes menu commands,
dialog box options, and
labeled buttons
For example:
“Choose
menu.”
• Emphasizes new terms the
first time they are used
• Emphasizes important words
in a sentence
Note symbolIntroduces a tip or an item of
note
Warning symbolIntroduces important
information
Open...
in the File
OmniForm’s online help follows the conventions of Microsoft Windows
95 Help. Choose
information on using Help.
2
How to Use Help
in OmniForm’s Help menu to get
Help menu
Use the commands in the Help menu to find information about
OmniForm topics.
OmniForm Help
Select
Getting Started
get Microsoft Windows Help topics that explain how to use and
customize Help. Select
support services for OmniForm. Select
to obtain tips to help you use OmniForm. Select
information about your version of OmniForm.
OmniForm Tutorials
OmniForm has four online tutorials to step you through the basics. If
you have never used OmniForm before or you need to review some of
the procedures, please go through these tutorials.
• In the first tutorial,
and fill a Sample form (included in the OmniForm package) by
using the Form Assistant.
• In the second tutorial,
import the Sample form into OmniForm again and learn to use
the basic buttons and menu commands, verify and correct OCR,
and modify the form.
• In the third tutorial,
and learn how to create objects, define calculations, customize the
form, set the tab order, and add a graphic.
• In the fourth tutorial,
form that you created in the third tutorial and learn some basics
about OmniForm’s database as well as how to create and
manipulate database records.
OmniForm Help is the first
command in the Help menu.
Use it to get contents and index
listings for all Help topics.
to obtain OmniForm’s main Help topics. Select
to begin OmniForm’s tutorials. Select
Product Support
to find out how to get product
Tip of the Day... (
About OmniForm
Load and Fill a Form
Edit and Design a Form
Design Your Own Form
, you will scan (or import)
, you will scan or
, you will create a form
The OmniForm Database
Getting Online Help
How to Use Help
if a form is open)
to get
, you will use the
to
Welcome 3
Product Support
Context-Sensitive Help
You can get on-the spot information about a particular OmniForm
command, toolbar button, or dialog box option in the following ways:
Product Support
For the fastest and easiest way to get help, please look for solutions in
this manual or in the online Help. See “General Troubleshooting
Solutions” on page 218 for troubleshooting tips.
If you need additional help, please use the following resources:
• Click the Help button in the OmniForm design/fill 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.
• Click the question-mark button in the upper-right corner of a
dialog box and then click an item in the dialog box to get a popup explanation for that item.
• Some dialog boxes have a
information about that dialog box.
• Caere’s World Wide Web site
Go to Caere’s World Wide Web site for common questions and
answers, updates, patches, troubleshooting procedures, and
product information. Caere’s Web site address:
Help
button. Click
Help
to get
http://www.caere.com
Alternatively, you can go directly to Caere’s product support Web
site:
http://support.caere.com
• OmniForm Readme file
Read the
the software. This is available after installing OmniForm. To open
the file, click
Programs
Readme
• Scanner Setup Notes
Read the
scanners and related issues. This document has been provided to
you as an electronic document in PDF format. To open this
document, click
Programs
Notes
4
OmniForm Readme
Start
in the Windows taskbar and choose
Caere Applications Caere Documents OmniForm
.
Scanner Setup Notes
Start
Caere ApplicationsCaere Documents
.
file for last-minute information about
document to learn about supported
in the Windows taskbar and choose
Scanner Setup
Product Support
• Caere Product Support document
Read the
Caere Product Support
document to get a list of support
telephone numbers, including ones for international product
support. This document has been provided to you as an
electronic document in PDF format. To open this document, click
Start
in the Windows taskbar and choose
Applications
Caere Documents Product Support
Programs
Caere
.
You must have Adobe Acrobat Reader 3.01 or greater installed if
you want to read the
Caere Product Support
PDF documents. To install the Reader, click
taskbar and choose
Acrobat Reader.
Programs
Caere Applications Caere Documents
Scanner Setup Notes
and
Start
in the Windows
Welcome 5
Product Support
6
Chapter 1
Installation and Setup
This chapter describes how to install OmniForm and begin using it.
For technical and troubleshooting information, please see Chapter 9,
“Technical Information.”
This chapter contains the following sections:
•System Requirements
•Installing OmniForm and OmniForm Filler
•Registering OmniForm
•Starting OmniForm
7
System Requirements
System Requirements
To install and run OmniForm, you need the following setup:
•Computer with an 80486 or higher processor
•VGA or SVGA monitor (24-bit display adapter recommended
for color forms)
•Windows-compatible mouse
•CD-ROM drive
•A minimum of 25MB hard disk space for OmniForm and up to
a maximum of 45MB
•A minimum of 10MB hard disk space for OmniForm Filler and
up to a maximum of 20MB
•A compatible scanner if you plan to scan documents
Please see
OmniForm CD-ROM, for a list of tested scanners
•Total system memory of at least 16MB RAM (32MB
recommended) for Windows 95 or 98, and Windows NT 4.0.
OmniForm 4.0 for Windows 95 or 98 and Windows NT 4.0 is a 32-bit
application and will not run on earlier versions of Windows.
Scanner Setup Notes
, which are included on your
Installing OmniForm and OmniForm Filler
This section describes how to install OmniForm and OmniForm Filler on
Windows 95 or 98 and on Windows NT 4.0. If you have an older version
of OmniForm, you might want to uninstall it before you install the latest
version.
Close all applications — including screen savers, virus checkers, and
mail applications — before installing OmniForm.
To install OmniForm and OmniForm Filler:
1Start Windows.
2Insert OmniForm’s CD-ROM in the CD-ROM drive.
The Setup program should start automatically. If it does not,
Start
click
The Control Panel appears.
8 Chapter 1
in the Taskbar and choose
Settings
Control Panel
.
Registering OmniForm
•Double-click
•Click
•Click
3Select
4Follow all the instructions in the dialog boxes that appear.
During installation, you will be prompted to enter a serial
number. You can find the serial number on the label of the CDROM.
OmniForm installs by default to the location c:\Program Files\Caere\OmniForm. You can select another location if
you wish.
5To install OmniForm Filler, repeat the preceding instructions,
but select
instead of
Registering OmniForm
Register your copy of OmniForm with Caere Corporation to receive
notification of special offers and the best prices on product upgrades.
Some versions of OmniForm will only launch 25 times if you do not
register it.
Add/Remove Programs.
The Add/Remove Programs Properties dialog box appears.
Install...
Next>
and then
The OmniForm install screen appears.
OmniForm 4.0
OmniForm Filler
OmniForm 4.0
Install/Uninstall
in the
Finish
.
when the install screen appears
.
tab.
.
If you purchased your product directly from Caere or if you were
previously registered, you may not need to register again. If your
version of OmniForm does not display a
need to register.
To register OmniForm:
1Click the
2Click
3Fill out the information requested on the screen and then click
Next>
Installation and Setup 9
Register
Register Now
.
menu to open the Register dialog box.
.
Register
menu, then you do not
Starting OmniForm
4Follow the instructions on the screen.
OmniForm will decide on the best method of registration
according to your country and computer system. It may try
using modem, FTP, or HTTP (Internet) connections to transmit
your registration information directly. Or, it may prompt you to
call a phone number or print out and mail in your registration
information.
After registration is complete, you will be given a registration number.
Be sure to write that number down and keep it handy in case you need
to use it for reinstallation. If you reinstall OmniForm using your
registration number on the same computer, you will not have to go
through the entire registration process again to reregister it.
To reregister OmniForm after reinstallation:
1Click the
2Click
Starting OmniForm
This section describes how to launch OmniForm after it is installed.
Install your scanner and test it in Windows
OmniForm. Consult your scanner documentation or the scanner
manufacturer to resolve any scanner problems that may occur.
To start OmniForm:
1Click
Register
Reregister
Start
Applications
menu to open the Register dialog box.
.
before
using it with
in the taskbar and choose
OmniForm 4.0
.
Programs
Caere
10 Chapter 1
Starting OmniForm
The Form Assistant dialog box appears. It contains six options.
Each is a basic OmniForm procedure.
2Select an option and click
Next>.
Proceed to Chapter 3, “OmniForm Procedures,” for detailed
information on the basic OmniForm procedures. Or, if you are
new to OmniForm try the online tutorials. Click
Getting Started
in the Help menu to access the tutorials.
Cancel
Click
to close Form Assistant if you do not want to choose
a particular option.
Installation and Setup 11
Starting OmniForm
12 Chapter 1
Chapter 2
Form Usage
This chapter describes basic OmniForm concepts you should know
before scanning, importing or designing a new form. It includes the
following sections:
• Using Form Assistant
• Form Usage Options
• International Settings
13
Using Form Assistant
Using Form Assistant
Form Assistant is a dialog box that appears when launching OmniForm.
If you are new to OmniForm, you might prefer to use the Form
Assistant, which makes decision-making easy when processing a form.
Later, you might choose to use the commands in the design toolbar or
menu. See Chapter 3, “OmniForm Procedures,” for more information
about using the commands.
This section contains the following topics:
• Opening Form Assistant
• Form Assistant Options
Opening Form Assistant
There are several ways to open Form Assistant.
• Form Assistant opens automatically the first time you open
OmniForm.
Click
OmniForm 4.0
• If Form Assistant is not open, you can either click the Form
Assistant button in the design toolbar at the top of the window, or
choose
Start
in the Taskbar and choose
.
Form Assistant...
in the File menu.
Programs
Caere Applications
The Form Assistant dialog box contains six options for basic OmniForm
procedures as described in the next section. You can also select or
deselect the option
Form Assistant dialog box appears on startup.
14 Chapter 2
Show on StartUp
, which determines whether the
Form Assistant Options
This section gives a brief description of each option in Form Assistant.
Through a series of dialog boxes, Form Assistant easily steps you
through the process of converting your form into an electronic form.
Scan a Form or Image File
Scan a form or image file
Select
file and to determine how you will work with the form in OmniForm.
Fill in a Form
Fill in a form
Select
fill it. See Chapter 6, “Filling a Form,” for more information.
Print a Form
Print a form
Select
print it.
Search a Form for Information
Search a form for information
Select
information or to open a form and search it.
to fill the currently open form or to open a form and
to print the currently open form or to open a form and
Using Form Assistant
to scan a paper form or import an image
to search the currently open form for
Work on a Form’s Design
Work on a form’s design
Select
open a form in design view. See Chapter 4, “Designing a Form,” for
more information.
Create a New, Blank Form
Create a new, blank form
Select
to redesign the currently open form or to
to open a blank page in design view.
Form Usage 15
Form Usage Options
Form Usage Options
Form usage affects the way you can use a form once it is in OmniForm.
This section contains the following topics:
• Choosing a Form Usage Option
• Where to Select Form Usage Options
• Changing Form Usage
Decide how you will use a form in OmniForm
it: as a
designed
form, as an
original
as described below.
Choosing a Form Usage Option
The following table provides the three usage options — designed,
original, and nondesigned form — and recommendations for your
choice.
Choose Designed
Form when you
want:
full control over a form’s
design
to edit all form elements
in design view
to create new objects in
design view
Choose Original
Form when you
want:
partial control over a
form’s design
to maintain a form’s
original look
to create new fillable
objects on the form in
design view
form, or as a
before
you scan or import
nondesigned
Choose
Nondesigned Form
when you want:
to input a form of such
poor quality that it
would cause recognition problems
to draw new fillable
objects on the form in
design view
print or mail the form
only
form image
to fill fields in fill viewto fill fields in fill view
See Chapter 4, “Designing a Form,” for information on importing
graphics, creating objects, and using other design techniques.
See Chapter 6, “Filling a Form,” for information on filling fields in fill
view.
16 Chapter 2
Where to Select Form Usage Options
Different form usage options are available depending on whether you
open Form Assistant or choose
Form Assistant
You can choose to scan in or import either a designed form or an original
form in Form Assistant.
Scan Form...
Form Usage Options
in the File menu.
Designed form option
Original form option
Select this option for a
designed form. Deselect it
for a nondesigned form.
This dialog box is one of several in Form Assistant and appears during
the scanning or import process. See “Form Assistant Options” on page
15 for more information.
Scan Form Dialog Box
You can choose to scan in or import either a designed form or a
nondesigned form in the Scan Form dialog box after choosing
Form...
in the File menu.
Scan
Form Usage 17
Form Usage Options
Changing Form Usage
Choose
form. For example:
To change form usage:
Form Usage...
•If you have an
you would change the form to a designed form.
•If you have a
the original form to someone, then you would change the form to
an original form.
There is no original view for a form that you design yourself in
OmniForm.
in the View menu to change the way you can use a
original
designed
form but decide to change the design, then
form that you have edited but want to mail
1Choose
The Form Usage dialog box appears.
2Select a form usage option.
• Select
• Select
3Click
Your form changes to reflect the selected option.
Form Usage...
Use Designed Form
by OmniForm on import along with any changes you have
made to the form’s design.
You can edit all text and fields, and add graphics to the form.
Use Original Form
originally, before you scanned or imported it to OmniForm.
You can create, resize, move, delete, define, or change the
appearance of fillable fields with this option. Changes you
make to text, graphics, and nonfillable objects are not visible
until you select
OK.
in the View menu.
to view the form as it was designed
to view the form as it looked
Use Designed Form.
18 Chapter 2
International Settings
You can change the form usage from a
form. However, the form will be blank except for any fillable objects you
may have added.
International Settings
OmniForm supports different language and cultural conventions. You
can choose from 45 different
dialog box. A locale — as defined for OmniForm usage — is a
combination of a language and a region. The language you select for a
particular region affects how your form displays currency, numbers,
and dates.
To Select a Language for Your Form:
1If you are in fill view, click the Design button in the design
toolbar or choose
2Choose
3Click the
Two options are
4Click
Options...
International
Current Form.
in the Tools menu.
Current Form
locales
in the
Design
in the View menu.
tab.
nondesigned
International
New Forms.
and
form to a designed
tab in the Options
Language
The
for the currently open form. If you have the International
English, French, or German versions of OmniForm or if you
have multiple dictionaries, a dictionary in this language will
also be used during a spell check.
Form Usage 19
drop-down list displays the language being used
International Settings
You can only change the language for this option if you open the
Options dialog box in design view.
5Select a language for the current form.
6Click
7Select a language for new forms.
8Click
New Forms.
Language
The
will be used for the next form you open, scan, or import.
The language selected for a new form will also become the
Current Form
OK.
drop-down list displays the default language that
selection when that form opens in OmniForm.
How OmniForm Uses Language Selections
Current Form
The
• The formatting of currency, number, and date entries in the
currently open form.
• Which dictionary is used for spell checking.
• The international symbol that appears in the status bar when a
form is currently open.
New Form
The
• The formatting of currency, number, and date entries in new forms
you create by scanning or importing, or by choosing
File menu.
• The international symbol that appears in the status bar when a
form is not open.
language selection affects:
language selection affects:
New
in the
Control Panel Selections
Selections made in the
Regional Settings
the
Only the
displayed in OmniForm.
The Options Dialog Box Readouts
Below the
international symbol for the selected language (which appears in the
status bar); and currency, number, and date conventions specific to that
language.
20 Chapter 2
List Separator
Language
International
control panel.
option in these control panels affects how data is
selection, OmniForm displays readouts: the
tab do not affect selections made in
International Settings
The readouts show:
• How OmniForm expects data to be entered in fill view.
• How OmniForm will format data in fill view if it is not entered
correctly. (Formatting takes place after you move the cursor out of
a field.) See the next section for formatting examples.
Formatting Examples
Currency
If you select
German (Austrian)
as the
Current Form
language, the
numbers 123456 entered in an appropriately defined currency field
would display as öS1.234,56.
If you select
German (Liechtenstein)
as the
Current Form
language, the
numbers would display as CHF1’234.56.
Date
If you select
English (United States)
as the
Current Form
language, the date
2/5/96 entered in an appropriately defined date field would display as
February 5, 1996.
If you select
German (Standard)
as the
Current Form
language, the date
would display as 2.Mai 1996.
Euro Currency Symbol
Select the
Use euro currency symbol
to format currency fields with the
euro currency symbol. You can use this feature if your system supports
the euro currency symbol, that is, it can be entered via the keyboard,
displayed on your screen, and printed.
Form Usage 21
International Settings
The Scan Form Dialog Box
New Form
The
language selection appears in the Options dialog box,
which is selected from the Scan Form dialog box.
You cannot change the New
Forms language if you select
this option.
Click Options... to view the
current language for your form
or to change the language
selection.
• Click
Options...
to view the language of your current form and to
change the language for your new form.
You cannot change the
to Current Form
is checked because a language is already
New Form
language selection if
associated with the current form. A form can have only one
language.
•If you select
changes to reflect the
Add Page(s) to Current Form
Current Form
Add Page(s)
Language
, the
display
language if it is different.
The Object Definition Dialog Box Options
Current Form
The
for fillable objects defined as
language selection affects available formatting options
Number, Date, or Currency
in the Object
Definition dialog box. For example, the long-date format for English
(United States) is MMMMdd,yyyy. The long-date format for German
(Standard) is d.MMMM yyyy.
The
Allow Multiple Languages
Option
How it Works
You can select
first clicking
Recognition
Allow Multiple Languages
Options...
in this dialog box and then selecting the
in the Scan Form dialog box (by
tab) for multiple-language forms. OmniForm then
recognizes all characters in all languages that it supports. The setting
does not affect the language(s) selected for your form in the Options
dialog box and vice versa.
22 Chapter 2
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