1. OmniForm 4.0 Presented & Prepared by Jay Thomas & Sean Jansen September 2000

2. OmniForm Presentation Agenda Non Technical Information Technical Information Hands on Sessions

3. Non-Technical Agenda What is OmniForm 4.0 Contact information Serial numbers System requirements

4. What is OmniForm 4.0? Instantly turn your paper forms into electronic forms to be filled out or to be sent to a word Processor. An example of someone who would use OmniForm would be a Doctor who has quite a few forms that they needed filled out, OmniForm would be a great tool to easily and quickly fill their forms out.

5. Contact Information Contact ScanSoft Level 2 support team at: –Email: Level2@scansoft.com –Phone number:

6. Serial Numbers Formula for serial numbers: –First five numbers = What Product –Next group of three = How Purchased –Last six numbers = Unique to Product Sample serial numbers: 3509A-D00-658412 3509A-C00-123456 The C in the 2 nd set stands for Customer bought and the D stands for Dealer copy

7. System Requirements Windows 95/98/NT/2000 486 PC or higher 16 MB RAM minimum (32MB recommended) CD-ROM drive SVGA or VGA monitor with 256 colors

8. Technical Agenda Installation Procedure Form Assistant What is the Design Mode Design Mode vs. Fill Mode Design Mode menus Fill Mode’s menus Calculations Creating and using a ODBC Database

9. Installation Procedure CD ROM does have an Autorun, but if the CD does not autorun you can: –Double click the My Computer icon –Double click the CD-ROM drive –Double click the Autorun.exe and this will launch the Autorun screen -OR- –Double click setup.exe to launch the installer ** Make sure to turn off all background programs by hitting CTRL+ALT+DEL and end tasking on everything except Explorer and Systray **

10. Installation Folders and Registry Entries Installation folder: –C:\program files\caere\omniform Registry Entries –H_KEY_CURRENT_USER\SOFTWARE\ CAERE CORP\OMNIFORM –H_KEY_LOCAL_MACHINE\SOFTWARE\ CAERE CORP\OMNIFORM Start Menu –Programs>Caere Applications>OmniForm 4.0

11. Autorun

12. Browse the CD

13. Turn Off All Background Programs Hold down CTRL+ALT+DEL to turn off all background programs to ensure a clean install **NOTE

14. License Agreement

15. Registration Info and Serial Number Must be the correct serial number for the product Serial number can be found on the CD jewel case or envelope

16. Verify Information

17. What Type of Installation?

18. Custom Installation Options Languages are: Danish, Dutch, English (UK), Engish (US), and Finnish If a language needs to be used after installation, OmniForm needs to be reinstalled, and on this windows the change button will give you a list of what languages are available

19. Installation Location Use the Browse button to change the installation to a different folder

20. Optional Installations

21. Must Restart System After Installation

22. Form Assistant

23. The Form Assistant is a list of common activities. The Assistant will walk you through a specific activity step by step by asking you a series of questions

24. Inserting From Scanner/image File If you would like to open an existing form, you can open a Image file or input the file from a scanner

25. Opening an Image File First you will have to browse to locate the image The Sample Forms folder contains some sample images

26. Select How to Use the Form 2 Options: Control over form’s design : Editing and Changing Form No control over the form’s design: Strictly Form Filling

27. Auto Design and Proof Reader Once you select the design mode, the form will go through the Auto Design Process (including OCR) After it is complete, you have the choice to run the Proof Reader or not

28. Design Mode

29. What Is The Design Mode? Used to alter the design of a form using move, add, delete and create new fields.

30. Design Mode vs. Fill Mode Design Mode –Used to deign the form Fill Mode –Used to fill out a form that was created in OmniForm

31. Design Mode’s Menus

32. File Menu

33. Input Options in Design Mode Open file OmniForm Form (*.OFM) OFML (*.FML) OmniForm can only open black and white images. If a user tries to open a color image they will receive an error message:

34. Saving Options in Design Mode Save Option OmniForm Form (*.OFM) OmniForm 3.0 Form (*.OFM) Omniform 2.0 form (*.OFM) OFML 2.0 (*.FML) OFML 1.0 (*.FML) HTML PDF Microsoft Word (*.RTF)

35. Saving as a Mailable Filler Alternate way of emailing an OmniForm for someone to fill out. Receiving person does not need any special software or downloads to fill out the form. Saves the file as an *.EXE file. When user opens the file up, it will open in a proprietary interface, they can fill it out save it, print it or send it back using the default email client.

36. License Agreement For Mailable Filler OmniForm comes with 100 licenses for the Mailable filler. This can be 100 different documents or 100 saves of the same document. Can be order at 1-800-xxx-xxxx

37. Publish to Web Use this to publish a form to the web You can save the form in HTML or as a OmniForm form, (*.OFML) When a customer gets to the WEB menu that is the end of our support, the WEB menu is a Microsoft menu not ScanSoft

38. Scan Form

39. Print to OmniPage Print Driver Use like a normal Printer –Select FILE> PRINT When the OmniForm Driver is used it will perform LFR (Logical Forms Recognition)

40. View menu

41. Customize Toolbars and Commands You have the option to select which toolbars you wish to view.

42. Change Form Usage From the VIEW menu, select form usage Then select which option you desire to use.

43. Format Menu

44. Object Appearance Adjusts the appearance of highlighted objects Able to turn off the visibility of objects Alter lines and borders

45. Object Definition With certain objects or fields you are able to change the properties of the object Validation is changed here as well Auto-fill options are stored in this area

46. Size and Position Changes the size of an object and the position of it on the page This can be useful when you have two objects and you want them spaced a certain way.

47. Adjust Colors Use to adjust colors for the Background, Text, and Hyperlink colors Option for all pages and current page

48. Merge text Merge Text is used to combine two text fields into one text field

49. Break Table Apart This option is used if you want to have each cell in the table act as a separate field Instead of having one table with 10 fields in it acting like one field, you wil have 10 different separate fields once you use the Break Table Apart option

50. Bring To Front & Send To Back Bring to Front –Will make the selected object the foremost object, covering anything under it if neccesary Send To Back –Will make the selected object the background object; it will be covered up if need be

51. Align Align is used to line up two or more objects on either the left or right side, top or bottom, or centered

52. Hyperlink Hyperlink is used to link a text field to a file or a URL on the web A description can also be added, so when the mouse hoveres over the link it will display the description

53. Right Click Menu There are two different “right click” menus 1.Right click in the form’s background 2.Right click on an object

54. Right Click on the Form Background

55. Right Click on an Object

56. Tools Menu

57. Proof Reader: Opening Menu After the assistance menu is completed, an option for the proof reader will appear Proof Reader contains items such as: The Form image menu Mispelled words menu Color Adjustment menu Text Formatting menu Object Appearance menu Line Recovery menu Field Names menu Tab Group Menu Printable Area Scrapbook Tab Order

58. Proof Reader: Form Image Form Image option displays the form you have created and its source

59. Proof Reader: Mispelled Words Proof Reader will search for any suspect words and underline them in red. Then you can correct the spelling. If there are no mispelled words, you will receive this message:

60. Proof Reader: Color adjustment This allows you to make changes that affect the entire form Press the Adjust Colors button and this window will appear

61. Proof Reader: Text Formatting This option will allow you to copy text formatting from one object to another This is useful because if there are different fonts or styles on a form, you can use this tool to unify all of the styles

62. Proof Reader: Text Formatting messages If you do not have a text object selected: If you select an object with out any text: If you do not properly select the text that you desire to change:

63. Proof Reader: Object Appearance Object stamp will allow you to change the background attributes, border, fill-line, visible, width, and height to match the appearance of other objects on the page

64. Proof Reader: Line Recovery Line recovery will convert fillable lines into non fillable lines The convert command under the EDIT menu will convert objects from one type to another

65. Proof Reader: Field Names Adding field names is very useful if you are planning on making calculations amongst fields When you are in Field Name mode, you can not make changes to anything else

66. Proof Reader: Tab Group The Tab Group menu will display the order in which fields will be accessed with the TAB button. This option will allow you to select a specific tab order. You can also access the TAB ORDER menu for a detailed list.

67. Proof Reader: Printable Area Find: Locate anything outside the printable area Match: Adjust the form’s margins Scale the form’s objects so they will fit on the page If everything is properly on the page: If something is off of the page, and the margins are less than zero, Omni Form will then set it to zero:

68. Proof Reader: Final Adjustment Two options for text boxes: Flow Text across a line (only works with plain text boxes) Make Text Fit across a line: (option is available for both text boxes and fillable boxes) Proof Reader Toolbar: If you do not have the Proof Reader open, you can access these tools that perform the tasks in the Proof Reader

69. Completion of Proof Reader From this menu, you can select the Proof Reader options in any order or access the : -Scrapbook -Tab Order

70. Proof Reader: Scrap Book The scrapbook will allow you to copy form fields or images from a form to the scrap book. This is useful if you are planning on creating multiple forms with some of the same entries. Just drag the item that you use often to the scrapbook. When you pull an item from the scrapbook onto the form, it will be one item. After you release the mouse it will be broken down in to its singular pieces.

71. Proof Reader: Tab Order The tab order is the menu that allows you to change the order of fields that are accessed after using the TAB key.

72. Tools Menu The basic tools: Spell Checker Calculations Proof Reader, Scrapbook, Tab Order Snap to Grid and Grid Settings Protection and Security Customize and Options

73. Tools: Grid You can easily line up the the fields by setting up a specific spacing for a grid and then turning on Lock to Grid

74. Tools: Protection There are two ways to protect a form: –Protect the data. This makes it so the data cannot be changed –Physical form. This makes it so the actual form and the fields cannot be changed or altered

75. Tools: Security Security keeps all of the information for the signature database.

76. Options Options window has different tabs –General –Filling –File Locations –International –Recognition –Spelling

77. Side tool bar options Select Object – Gives you the ability to select objects and muliply select objects Text – Inserts text on the form; this is not editable Line – Draws a line on the form Oval – Draws a oval on the form Rectangle – Draws a rectangle on the form Graphic – Inserts a graphic on the form (use for company logo’s etc.) Fill text – Inserts a field on the form that can be filled out Comb field – Inserts text on the form with separators between each character Check box – Inserts a check box on the form Circle Text – Inserts the ability to circle text as a selection Table – Inserts a table on the form. User has control over how many rows and columns in the table. Fill graphic Lock – This will allow the designer of the form the ability to lock a person from a field so they cannot edit the field

78. Fill Mode

79. Fill mode menu’s

80. Fill Mode’s Menus

81. Records

82. Go To This menu item will allow you to go to a certain record using the First, Last, Next, Previous and new options

83. Search Field Name: A drop-down list that contains a list of all fields in your form. Select a field that contains information you want to find. Condition: Enter the text you want to find in the Value text box. How OmniForm searches for the information in this text box depends on the selection in the Condition drop-down list. Value: A drop-down list that contains options describing how to look for information. A condition describes how to look for information entered in the Value text box.

84. Sort Field Name: A drop-down list that contains a list of all fields in your form. Select a field by which to sort records.

85. Duplicate Record This command will duplicate the current record. The message below will be received when it is finished

86. Delete Delete Record: –Deletes the current record Delete all Records –Deletes all the records for this form

87. Save Record This will save the current record to the Database

88. Calculations

89. Calculations toolbar is used to: accept, reject, change a calculation Use predefined fields for a calculations

90. Calculations Toolbar Operator Buttons Fields list Functions list

91. Operator Buttons

92. Fields List

93. Functions List

94. Calculations List Calculations list is used to show what calculations you already have on a form

95. Sample Calculation How to make a calculation like this: –Click on the field that will have the total –Click in the text area on the calculation toolbar –Click the 1 st field (you will see it goes in the toolbar) then press the plus sign on your keyboard and click the next field –Your calculation should look like the one above

96. Hands On Sessions

97. Design Mode Open a new blank form Add fields to the form Add simple calculations to the form Fill the form out and print it

98. Hands on with Calculations (Simple Math) Simple Math Calculation 1.Choose New in the File menu. 2.Click the Fill Text tool in the drawing toolbar and draw three fill text objects. 3.With the third object still selected, click the Calculation Builder button in the calculation toolbar. 4.In the Calculation Builder dialog box, double-click FillText1. 5.Click the Addition ( + ) operator. 6.Double-click FillText2. 7.Click the Accept Calculation button in the calculation toolbar. 8.Choose Fill in the View menu. 9.Type 7 in the first field, 8 in the second field, and tab to the third field. 10.The third field displays 15, the sum of the first two fields.

99. Hands on with Calculations (Simple Date) Simple Date Calculation 1.If you are in fill view, choose Design in the View menu. 2.Click the Fill Text tool in the drawing toolbar and draw a fill text object. 3.With the object still selected, click the Calculation Builder button in the calculation toolbar. 4.Double-click Year in the Functions list (in the Date/Time folder if your dialog box has folders). 5.Double-click Date in the Functions list. 6.Click the Accept Calculation button in the calculation toolbar. This calculation tells OmniForm to display just the year of the current date. 7.Choose Fill in the View menu. 8.Choose Recalculate… in the Records menu to apply the new calculation. 9.Click OK in the Recalculate dialog box and OK in the message that appears after recalculation. 10.The current year appears in the field.

100. Creating and Using a ODBC Database

101. Using ODBC With Auto Fill Right click on a text field, and choose Object Definition Check off Enable AutoFill and click the Wizard

102. Auto Fill Wizard Choose “Create or Edit the AutoFill of the current Field” and click Next

103. Type of Field Choose “Show list of choices” and click Next

104. Choose Source Choose ODBC DataBase

105. Data Source If Fields for Data Source and Table are empty click on Administrator Button

106. Adding a XLS file Choose Add and then choose MicoSoft Excel Driver and Finish

107. Choosing the Data Source File Put in Data Source Name, and Desciption and click on Select Workbook. Browse to the location of the XLS file you will be using for your Database

108. What Information

109. ODBC Database Hands-on Open OmniForm 4.0 and go through the process of creating and setting up a ODBC Database, using the previous slides as reference.