User manual NUANCE OMNIFORM FILLER 5 FOR FILLING FORMS AND MANAGING DATA

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Shrinking Text to Fit Fields 7KH WH[W \RX HQWHU PLJKW QRW DOZD\V ILW LQ WKH WH[W ILHOGV SURYLGHG RQ D IRUP 7R IL[ WKLV 2PQL)RUP FDQ DXWRPDWLFDOO\ VKULQN \RXU WH[W WR PDNH LW ILW LQ WKH ILHOGV w 7R WXUQ WKH VKULQN WH[W IHDWXUH RQ RU RII &KRRVH 2SWLRQV LQ WKH 7RROV PHQX 7KH 2SWLRQV GLDORJ ER[ DSSHDUV &OLFN WKH )LOOLQJ WDE 6HOHFW $XWRPDWLFDOO\ VKULQN WH[W WR ILW ZLWKLQ ILHOGV LI \RX ZDQW WR XVH WKLV IHDWXUH 'HVHOHFW LW LI \RX GR QRW ZDQW WR XVH WKLV IHDWXUH &OLFN 2. 8VLQJ WKH 7\SH $KHDG )HDWXUH Adding File Attachments to Form Records <RX FDQ DWWDFK ILOHV WR \RXU IRUP UHFRUGV )RU H[DPSOH \RX PLJKW ZDQW WR DWWDFK VFDQQHG UHFHLSWV WR \RXU H[SHQVH UHFRUGV w 7R DWWDFK D ILOH WR D IRUP UHFRUG 2SHQ WKH IRUP LQ 2PQL)RUP )LOOHU 2U FOLFN WKH )RUP )LOOHU WDE LQ 2PQL)RUP &OLFN WKH , QVHUW )LOH $WWDFKPHQW EXWWRQ RU FKRRVH , QVHUW )LOH $WWDFKPHQW LQ WKH )LOH PHQX 7KH , QVHUW )LOH $WWDFKPHQW GLDORJ ER[ DSSHDUV /RFDWH DQG VHOHFW WKH ILOH \RX ZDQW WR DWWDFK :RUNLQJ ZLWK )RUPV &KDSWHU &OLFN 2SHQ 7KH VHOHFWHG ILOH LV DWWDFKHG DQG DQ LFRQ LV GLVSOD\HG IRU LW LQ DQ DWWDFKPHQW ZLQGRZ EHORZ WKH IRUP 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. w 7R VKRZ RU KLGH ILOH DWWDFKPHQWV &KRRVH 9LHZ $WWDFKPHQWV LQ WKH 9LHZ PHQX WR VKRZ WKH DWWDFKPHQW ZLQGRZ &KRRVH 9LHZ $WWDFKPHQWV LQ WKH 9LHZ PHQX DJDLQ WR KLGH WKH DWWDFKPHQW ZLQGRZ $GGLQJ )LOH $WWDFKPHQWV WR )RUP 5HFRUGV Entering Data Automatically with User Profiles $ 8VHU 3URILOH LV D FRQYHQLHQW IHDWXUH WKDW UHPHPEHUV DQG VWRUHV LQIRUPDWLRQ DERXW \RX ZKHQ \RX DUH ILOOLQJ RXW D IRUP 7KLV LQIRUPDWLRQ FDQ WKHQ EH HQWHUHG DXWRPDWLFDOO\ HDFK WLPH \RX ILOO RXW IRUPV IRU \RXUVHOI 7KLV H[DPSOH LOOXVWUDWHV KRZ D 8VHU 3URILOH ZRXOG ZRUN WR DXWRPDWLFDOO\ LQVHUW \RXU QDPH LQWR D IRUP In Form Designer: In Form Filler: x When the form is designed, its Name field is linked to the Full Name User Profile Field. When you open the form to fill it out, you see that the Name field is a User Profile field because it is highlighted in orange. Select your User Profile to use with this form. In Form Filler: If your User Profile has your name information filled in for the Full Name User Profile Field, then the name automatically inserts into this field. In the User Profile: OR If you have not yet added your name to your User Profile, then you must enter your name on the form manually. After entering your name, it will automatically be added to the Full Name field in your User Profile (as soon as you switch records). Full Name User Profile field :RUNLQJ ZLWK )RUPV &KDSWHU w 7R FUHDWH D 8VHU 3URILOH &KRRVH (GLW 8VHU 3URILOHV LQ WKH 3URILOHV PHQX Select this option if you want data to be added automatically to the User Profile when it is first entered. [. . . ] This will be empty if this is the first time you are setting up a Client Profile field for the form. :RUNLQJ ZLWK )RUPV &KDSWHU 7\SH D QDPH IRU WKH &OLHQW 3URILOH ILHOG WKDW \RX ZDQW WR OLQN ZLWK WKH VHOHFWHG IRUP ILHOG 2U LI WKHUH LV DQ H[LVWLQJ &OLHQW 3URILOH ILHOG WKDW \RX ZDQW WR OLQN WR VHOHFW LW LQ WKH OLVW ER[ 7KH QDPH WKDW \RX HQWHU ZLOO EHFRPH SDUW RI \RXU PDVWHU OLVW RI &OLHQW 3URILOH ILHOGV DQG ZLOO EH VHOHFWDEOH IRU IXWXUH IRUPV )RU H[DPSOH LI WKH IRUP ILHOG LV IRU D SHUVRQ·V ILUVW QDPH \RX PLJKW HQWHU &3B)LUVW 1DPH DV WKH &OLHQW 3URILOH ILHOG QDPH Example of a Client Profile field name. &OLFN 2. 7KH ILHOG RQ WKH IRUP WXUQV JUHHQ ZKLFK LQGLFDWHV WKDW LW LV KDV EHHQ OLQNHG DQG LV UHDG\ WR UHFHLYH &OLHQW 3URILOH GDWD )RU JUHHQ KLJKOLJKWV WR DSSHDU +LJKOLJKW &OLHQW 3URILOH )LHOGV PXVW EH VHOHFWHG LQ WKH 3URILOHV PHQX 5HSHDW WKLV SURFHGXUH VWDUWLQJ DW VWHS IRU RWKHU ILHOGV WKDW \RX ZDQW WR OLQN ZLWK &OLHQW 3URILOH ILHOGV :KHQ \RX DUH ILQLVKHG WKH IRUP ILHOGV \RX OLQNHG DUH UHDG\ WR UHFHLYH GDWD IURP DQ\ &OLHQW 3URILOH WKDW \RX DSSO\ 6HH SDJH IRU PRUH LQIRUPDWLRQ (QWHULQJ 'DWD $XWRPDWLFDOO\ ZLWK &OLHQW 3URILOHV Note 7R WXUQ RII D &OLHQW 3URILOH ILHOG OLQN ULJKWFOLFN WKH ILHOG DQG FKRRVH 8QOLQN )LHOG IURP &OLHQW 3URILOH w 7R FUHDWH D &OLHQW 3URILOH DQG DSSO\ LW WR D IRUP UHFRUG 2SHQ WKH IRUP LQ 2PQL)RUP )LOOHU 2U FOLFN WKH )RUP )LOOHU WDE LQ 2PQL)RUP )LHOGV WKDW KDYH EHHQ VHW XS WR UHFHLYH &OLHQW 3URILOH LQIRUPDWLRQ DUH KLJKOLJKWHG LQ JUHHQ ZKHQ +LJKOLJKW &OLHQW 3URILOH )LHOGV LV WXUQHG RQ LQ WKH 3URILOHV PHQX 6HH SDJH IRU LQIRUPDWLRQ RQ VHWWLQJ XS ILHOGV The green color of this field indicates that it has been set up with a Client Profile field. :RUNLQJ ZLWK )RUPV &KDSWHU &KRRVH $SSO\ &OLHQW 3URILOH LQ WKH 3URILOHV PHQX 7KH $SSO\ &OLHQW 3URILOH GLDORJ ER[ DSSHDUV 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. 6HOHFW &UHDWH DQG DSSO\ QHZ &OLHQW 3URILOH DQG W\SH WKH GHVLUHG QDPH IRU WKH &OLHQW 3URILOH LQ WKH ER[ EHORZ LW )RU H[DPSOH \RX PLJKW ZDQW WR HQWHU WKH QDPH RI WKH SHUVRQ IRU ZKRP \RX DUH FUHDWLQJ WKH &OLHQW 3URILOH Note , W \RX DUH SODQQLQJ WR ILOO RXW D VHULHV RI GLIIHUHQW IRUPV IRU D SDUWLFXODU SHUVRQ VHOHFW . 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Select this to keep your Client Profile turned on so that it is automatically applied to each new form record that you open. 6HOHFW $SSO\ H[LVWLQJ &OLHQW 3URILOH DQG WKHQ VHOHFW WKH QDPH RI WKH GHVLUHG &OLHQW 3URILOH LQ WKH OLVW ER[ &OLFN 2. 7KH VHOHFWHG &OLHQW 3URILOH DXWRPDWLFDOO\ ILOOV LQ LWV GDWD LQ WKH DSSURSULDWH IRUP ILHOGV :RUNLQJ ZLWK )RUPV &KDSWHU w 7R DGG GDWD WR D &OLHQW 3URILOH 2SHQ WKH IRUP LQ 2PQL)RUP )LOOHU 2U FOLFN WKH )RUP )LOOHU WDE LQ 2PQL)RUP )LHOGV WKDW KDYH EHHQ VHW XS WR UHFHLYH &OLHQW 3URILOH LQIRUPDWLRQ DUH KLJKOLJKWHG LQ JUHHQ ZKHQ +LJKOLJKW &OLHQW 3URILOH )LHOGV LV WXUQHG RQ LQ WKH 3URILOHV PHQX The green color of this field indicates that it has been set up with a Client Profile field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w 7R WXUQ RII D &OLHQW 3URILOH WKDW LV DVVRFLDWHG ZLWK D IRUP UHFRUG &KRRVH $SSO\ &OLHQW 3URILOH LQ WKH 3URILOHV PHQX 7KH $SSO\ &OLHQW 3URILOH GLDORJ ER[ DSSHDUV 6HOHFW 'R QRW DSSO\ D &OLHQW 3URILOH WR WKLV UHFRUG &OLFN 2. <RX ZLOO EH DVNHG ZKHWKHU RU QRW \RX ZDQW WR DOVR GHOHWH WKH &OLHQW 3URILOH GDWD IURP WKH IRUP ILHOGV Spell Checking Forms 8VH 2PQL)RUP·V VSHOO FKHFNHU WR YHULI\ WKDW WKH WH[W \RX HQWHU RQ D IRUP LV FRUUHFW <RX FDQ XVH 2PQL)RUP·V DXWRPDWLF VSHOO FKHFNHU RU XVH D WKH 6SHOOLQJ FRPPDQG WR RSHQ WKH UHJXODU VSHOO FKHFNHU Note %HIRUH \RX FKHFN VSHOOLQJ PDNH VXUH WKH FRUUHFW ODQJXDJH LV VHOHFWHG IRU \RXU IRUP &KRRVH 2SWLRQV LQ WKH 7RROV PHQX DQG FOLFN WKH , QWHUQDWLRQDO WDE )RU PRUH LQIRUPDWLRQ VHH 2PQL)RUP·V +HOS w 7R WXUQ RQ DXWRPDWLF VSHOO FKHFNLQJ &KRRVH 2SWLRQV LQ WKH 7RROV PHQX &OLFN WKH 6SHOOLQJ WDE DQG VHOHFW &KHFN VSHOOLQJ DXWRPDWLFDOO\ :RUNLQJ ZLWK )RUPV &KDSWHU &OLFN 2. 2Q \RXU IRUP D UHG ZDY\ OLQH DSSHDUV XQGHU SRVVLEO\ PLVVSHOOHG ZRUGV DQG GRXEOH HQWULHV 5LJKWFOLFN DQ HUURU DQG VHOHFW WKH GHVLUHG FRUUHFWLRQ IURP WKH PHQX WKDW DSSHDUV w 7R VSHOO FKHFN \RXU IRUP &OLFN WKH 6SHOOLQJ EXWWRQ RU FKRRVH 6SHOOLQJ LQ WKH 7RROV PHQX 7KH 6SHOOLQJ GLDORJ ER[ DSSHDUV DQG GLVSOD\V WKH ILUVW TXHVWLRQDEOH ZRUG The suggested spelling, if there is one, appears in the Change To text box. 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