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NUANCE OMNIFORM 5.0, Manual

The Nuance OmniForm 5.0 is a powerful software for creating electronic forms with ease. Enhance productivity and streamline data collection processes with its intuitive interface and advanced features. Access the user manual for free download from manualshive.com to unlock the full potential of your form creation experience.

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Summary of Contents for OMNIFORM 5.0

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Page 2: ...U H SUHVV RU LPSOLHG LQFOXGLQJ EXW QRW OLPLWHG WR WKH LPSOLHG ZDUUDQWLHV RI PHUFKDQWDELOLW RU ILWQHVV IRU D SDUWLFXODU SXUSRVH 6RPH VWDWHV RU MXULVGLFWLRQV GR QRW DOORZ GLVFODLPHU RI H SUHVV RU LPSOLH...

Page 3: ...Chapter 1 Installation and Setup 6 VWHP 5HTXLUHPHQWV 8SJUDGLQJ IURP D 3UHYLRXV 9HUVLRQ RI 2PQL RUP LOOHU QVWDOOLQJ 2PQL RUP LOOHU 6WDUWLQJ 2PQL RUP LOOHU Chapter 2 Working with Forms 2SHQLQJ D RUP IR...

Page 4: ...LFDOO ZLWK 8VHU 3URILOHV GGLQJ DWD WR 8VHU 3URILOHV QWHULQJ DWD XWRPDWLFDOO ZLWK OLHQW 3URILOHV 6SHOO KHFNLQJ RUPV 6DYLQJ RUPV 3ULQWLQJ RUPV PDLOLQJ RUPV 6SHFLI LQJ KDW RX DQW WR PDLO GGLQJ D 5RXWLQJ...

Page 5: ...hapter 4 Technical Information 7URXEOHVKRRWLQJ 6ROXWLRQV WR 7U LUVW RZ 0HPRU 3UREOHPV RZ LVN 6SDFH 3UREOHPV 2PQL RUP LOOHU RPSDWLELOLW DQG LPLWV 6XSSRUWHG DWDEDVHV 6XSSRUWHG UDSKLF RUPDWV 2PQL RUP LOO...

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Page 7: ...FWLRQV WDVN RULHQWHG LQVWUXFWLRQV IRU ILOOLQJ DQG PDQDJLQJ IRUPV DQG WHFKQLFDO LQIRUPDWLRQ What is OmniForm Filler 2PQL RUP LOOHU DQG 2PQL RUP V RUP LOOHU YLHZ PDNH LW HDV WR ILOO DQG PDQDJH HOHFWURQL...

Page 8: ...DERXW RX DQG RXU EXVLQHVV OLHQW 3URILOH UHPHPEHUV LQIRUPDWLRQ DERXW RWKHU SHRSOH VXFK DV RXU FXVWRPHUV HPSOR HHV RU IDPLO PHPEHUV RU PRUH LQIRUPDWLRQ VHH KDSWHU 2PQL RUP DWDEDVH 7KH LQIRUPDWLRQ WKDW R...

Page 9: ...QJ ZLWK RUPV HVFULEHV KRZ WR RSHQ ILOO RXW DQG ZRUN ZLWK IRUPV LQ 2PQL RUP LOOHU DQG 2PQL RUP V RUP LOOHU YLHZ KDSWHU 0DQDJLQJ DQ 2PQL RUP DWDEDVH HVFULEHV KRZ WR ZRUN ZLWK 2PQL RUP GDWDEDVHV DQG GDWD...

Page 10: ...QWURGXFHV RX WR WKH EDVLFV RI XVLQJ 2PQL RUP V IRUP GHVLJQ DQG GLVWULEXWLRQ WRROV SURYLGHG ZLWK WKH IXOO 2PQL RUP YHUVLRQ RQO 5HOHDVH 1RWHV 3URYLGH LPSRUWDQW LQIRUPDWLRQ DERXW WKLV YHUVLRQ RI 2PQL RU...

Page 11: ...IURP D 3UHYLRXV 9HUVLRQ RI 2PQL RUP LOOHU QVWDOOLQJ 2PQL RUP LOOHU 6WDUWLQJ 2PQL RUP LOOHU Note RX GR QRW QHHG WR LQVWDOO 2PQL RUP LOOHU LI RX DOUHDG KDYH WKH IXOO YHUVLRQ RI 2PQL RUP LQVWDOOHG EHFDX...

Page 12: ...HUVLRQ EHIRUH LQVWDOOLQJ RXU QHZ YHUVLRQ RX VKRXOG DOVR EDFN XS RXU 2PQL RUP IRUPV EHIRUH RSHQLQJ WKHP LQ WKH QHZ YHUVLRQ RX FDQ GR WKLV E VDYLQJ FRSLHV RI WKH IRUPV LQ DQRWKHU IROGHU ORFDWLRQ I RX RS...

Page 13: ...VLRQV RI 2PQL RUP LOOHU ORVH DOO RWKHU DSSOLFDWLRQV HVSHFLDOO DQWL YLUXV VRIWZDUH 7R LQVWDOO 2PQL RUP LOOHU QVHUW 2PQL RUP LOOHU V 520 LQ WKH 520 GULYH 7KH VHWXS SURJUDP VKRXOG VWDUW DXWRPDWLFDOO I LW...

Page 14: ...LOOHU DIWHU LQVWDOODWLRQ VRPHWLPHV XQLQVWDOOLQJ DQG WKHQ UHLQVWDOOLQJ 2PQL RUP LOOHU ZLOO VROYH WKH SUREOHP 6HH SDJH IRU PRUH LQIRUPDWLRQ Starting OmniForm Filler 7R VWDUW 2PQL RUP LOOHU GR RQH RI WK...

Page 15: ...ROGHU ORFDWLRQ GHSHQGV RQ RXU RSHUDWLQJ V VWHP 7KH YHU ILUVW WLPH RX XVH WKH 2SHQ FRPPDQG 2PQL RUP GHIDXOWV WR WKLV IROGHU IWHU RX RSHQ D IRUP PRUH 2PQL RUP WRROV DSSHDU RQ WKH GHVNWRS 3OHDVH UHDG KDS...

Page 16: ...QVWDOODWLRQ DQG 6HWXS...

Page 17: ...IROORZLQJ WRSLFV 2SHQLQJ D RUP IRU LOOLQJ 0RYLQJ 7KURXJK LHOGV RQ D RUP RUNLQJ ZLWK LIIHUHQW LHOG 7 SHV 8VLQJ WKH 7 SH KHDG HDWXUH 6KULQNLQJ 7H W WR LW LHOGV GGLQJ LOH WWDFKPHQWV WR RUP 5HFRUGV QWHULQ...

Page 18: ...VH 2SHQ LQ WKH LOH PHQX 7KH 2SHQ GLDORJ ER DSSHDUV 6HOHFW 2PQL RUP RUP DV WKH ILOH W SH RFDWH DQG VHOHFW WKH GHVLUHG IRUP OLFN 2SHQ I RX KDYH WKH IXOO YHUVLRQ RI 2PQL RUP FOLFN WKH RUP LOOHU WDE 7KH I...

Page 19: ...UP FWLRQ H ERDUG RPELQDWLRQ 3ODFH WKH FXUVRU LQ D ILHOG KHQ D IRUP ILUVW RSHQV SUHVV 7DE WR SODFH WKH FXUVRU LQ WKH ILUVW ILHOG 1H W ILHOG 3UHVV 7DE 3UHYLRXV ILHOG 3UHVV 6KLIW 7DE 1H W OLQH LQ D ILOO...

Page 20: ...WKH FRPPRQ ILHOGV RX PLJKW ILQG ZKHQ ILOOLQJ RXW IRUPV RU LQIRUPDWLRQ RQ GHVLJQLQJ WKHVH W SHV RI ILHOGV LQ 2PQL RUP VHH WKH 2PQL RUP 8VHU V XLGH comb field see page 21 check boxes see page 22 table w...

Page 21: ...lds FRPE ILHOG LV D ILOODEOH WH W ILHOG WKDW LV EURNHQ LQWR VHSDUDWH VHJPHQWV IRU HQWHULQJ D VHW QXPEHU RI FKDUDFWHUV RX FDQ HQWHU DQ FKDUDFWHUV LQ D FRPE ILHOG WKDW DUH DSSURSULDWH WR WKH ILHOG RPE I...

Page 22: ...ER DXWRPDWLFDOO GHVHOHFWV DQRWKHU FKHFN ER LQ WKH JURXS Circle Text Fields FLUFOH WH W ILHOG DOORZV RX WR LQGLFDWH RXU VHOHFWLRQ E PDNLQJ D FLUFOH DURXQG LW OLFN D FLUFOH WH W ILHOG WR PDNH D VHOHFWL...

Page 23: ...ZRXOG LQ UHJXODU WH W ILHOGV WDEOH PLJKW DOVR FRQWDLQ RWKHU ILHOG W SHV VXFK DV FKHFN ER HV Fillable Graphic Fields ILOODEOH JUDSKLF ILHOG DOORZV RX WR LQVHUW D JUDSKLF LQWR D IRUP RX FDQ LPSRUW DQ H...

Page 24: ...FW WKH GHVLUHG VL H DQG RWKHU VHWWLQJV IRU WKH JUDSKLF OLFN HOS WR JHW PRUH LQIRUPDWLRQ RQ WKH DYDLODEOH VHWWLQJV OLFN 2 2PQL RUP LPSRUWV WKH JUDSKLF LQWR WKH IRUP ILHOG 7R LPSRUW D JUDSKLF IURP D 7 1...

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Page 26: ...LRQ DERXW KRZ WKH GLJLWDO VLJQDWXUHV ZHUH VHW XS RQ D IRUP 7R VLJQ D GLJLWDO VLJQDWXUH ILHOG RQ D IRUP OLFN WKH VLJQDWXUH ILHOG GLDORJ ER DSSHDUV DQG SURPSWV RX WR HQWHU RXU XVHUQDPH DQG SDVVZRUG I LW...

Page 27: ...TXHVWLRQ PDUN LQGLFDWHV WKH VLJQDWXUH FDQQRW EH YHULILHG I D VLJQDWXUH ILHOG FDQQRW EH YHULILHG LW FRXOG EH IRU RQH RI WKHVH UHDVRQV 7KH IRUP V GDWD KDV FKDQJHG VLQFH WKH IRUP ZDV ILUVW VLJQHG 7KH IR...

Page 28: ...URP D OLVW RI FKRLFHV RU H DPSOH RX PLJKW EH UHTXLUHG WR HQWHU D YDOLG GDWH LQ D DWH ILHOG RX ZRXOG UHFHLYH DQ HUURU PHVVDJH IURP 2PQL RUP LI RX DWWHPSWHG WR HQWHU DQ WKLQJ RWKHU WKDQ D YDOLG GDWH HSH...

Page 29: ...LQ WKH 7RROV PHQX 7KH 2SWLRQV GLDORJ ER DSSHDUV OLFN WKH LOOLQJ WDE 6HOHFW QDEOH 7 SH KHDG LI RX ZDQW WR XVH WKLV IHDWXUH HVHOHFW LW LI RX GR QRW ZDQW WR XVH WKLV IHDWXUH OLFN 2 Shrinking Text to Fit...

Page 30: ...WR DWWDFK VFDQQHG UHFHLSWV WR RXU H SHQVH UHFRUGV 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...

Page 31: ...QWV 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 An icon represents the file attachment Double click...

Page 32: ...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 OR If you have not yet adde...

Page 33: ...U 3URILOHV LQ WKH 3URILOHV PHQX OLFN 1HZ 7 SH D QDPH IRU RXU 8VHU 3URILOH DQG FOLFN 2 Select this option if you want data to be added automatically to the User Profile when it is first entered Subsequ...

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Page 37: ...VLUHG LQIRUPDWLRQ LQ WKH ILHOGV WKDW RX ZDQW WR EH UHPHPEHUHG RX GR QRW KDYH WR HQWHU GDWD LQ DOO WKH 8VHU 3URILOH ILHOGV RQO HQWHU GDWD LQ WKH ILHOGV WKDW RX ZDQW WR EH UHPHPEHUHG IRU DXWRPDWLF ILOOL...

Page 38: ...Form Filler view 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 Create a Client Profile for a specific per...

Page 39: ...WKH IRUP LQ 2PQL RUP LOOHU 2U FOLFN WKH RUP LOOHU WDE LQ 2PQL RUP 6HOHFW D ILHOG RQ WKH IRUP WKDW RX ZDQW WR VHW XS WR UHFHLYH OLHQW 3URILOH LQIRUPDWLRQ If you have the full version of OmniForm click...

Page 40: ...LOH GLDORJ ER DSSHDUV The name of the currently selected field appears here The name of the Client Profile field to which you are linking appears here Type in a new name or select a name from the list...

Page 41: ...LV IRU D SHUVRQ V ILUVW QDPH RX PLJKW HQWHU 3B LUVW 1DPH DV WKH OLHQW 3URILOH ILHOG QDPH OLFN 2 7KH ILHOG RQ WKH IRUP WXUQV JUHHQ ZKLFK LQGLFDWHV WKDW LW LV KDV EHHQ OLQNHG DQG LV UHDG WR UHFHLYH OLHQ...

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Page 61: ...O Deleting Records RX FDQQRW GHOHWH UHFRUGV LI GDWD SURWHFWLRQ LV WXUQHG RQ IRU WKH IRUP 6HH SDJH IRU PRUH LQIRUPDWLRQ Note RX FDQQRW XQGR D UHFRUG GHOHWLRQ RX PLJKW ZDQW WR H SRUW LQIRUPDWLRQ IURP D...

Page 62: ...WKH IRXQG VHW RI UHFRUGV Setting Up an OmniForm Database to Be Shared I RX KDYH WKH IXOO YHUVLRQ RI 2PQL RUP RX FDQ VHW XS DQ 2PQL RUP GDWDEDVH VR WKDW LW FDQ EH VKDUHG E PXOWLSOH XVHUV 7KLV DOORZV DQ...

Page 63: ...rting Data RX FDQ H SRUW GDWD IURP 2PQL RUP UHFRUGV WR 6KDUH LQIRUPDWLRQ ZLWK RWKHU 2PQL RUP GDWDEDVHV DWD H SRUWHG DV D GDWDEDVH ILOH WDNHV XS FRQVLGHUDEO OHVV GLVN VSDFH WKDQ WKH GDWDEDVH LWVHOI 7KH...

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