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

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WR UHWXUQ WR WKH )LOO *UDSKLF GLDORJ ER[ :RUNLQJ ZLWK )RUPV &KDSWHU 7\SH D ILOH QDPH LQ WKH )LOH 1DPH WH[W ER[ 7KH JUDSKLF ZLOO EH VDYHG ZLWK WKLV ILOH QDPH DIWHU LW LV VFDQQHG 6HOHFW WKH GHVLUHG VL]H DQG RWKHU VHWWLQJV IRU WKH JUDSKLF &OLFN +HOS WR JHW PRUH LQIRUPDWLRQ RQ WKH DYDLODEOH VHWWLQJV 3ODFH WKH SDJH ZLWK WKH JUDSKLF LQ \RXU VFDQQHU PDNLQJ VXUH LW LV DOLJQHG FRUUHFWO\ &OLFN 2. [. . . ] 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. :RUNLQJ ZLWK )RUPV &KDSWHU w 7R VHW XS ILHOGV RQ D IRUP VR WKDW WKH\ FDQ UHFHLYH &OLHQW 3URILOH LQIRUPDWLRQ 2SHQ WKH IRUP LQ 2PQL)RUP )LOOHU 2U FOLFN WKH )RUP )LOOHU WDE LQ 2PQL)RUP If you have the full version of OmniForm, click the Form Filler tab. 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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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