NUANCE OMNIFORM FILLER 5.5 FOR DESIGNING AND DISTRIBUTING FORMS, Manual, Page: 38 / 100

38
Working with Forms
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. Each time you need to fill a form for a particular customer, you can apply
their Client Profile to automatically fill in their data.
Using Client Profiles involves four steps:
①
Open a form in
OmniForm Filler.
➁
Set up fields on
the form to receive
Client Profile
information. You
need to do this only
one time per form.
See page 39 for
more information.
➂
Create a Client
Profile for a specific
person and apply it
to the form. See
page 42 for more
information.
Or, apply an
existing Client
Profile to the form.
See page 44 for
more information.
Client Profile fields
are highlighted in
green.
➃
If the Client Profile does not yet
have any information, you must
add information to it by entering
information into the Client Profile
fields on the form. See page 45
for more information.
If the Client Profile already has
information for the corresponding
Client Profile fields, then the
information automatically inserts
into the fields on the form.
You need to add
information only once to a
Client Profile. After that, it
remembers the information
and applies it to
subsequent form records.