Nuance omniform filler 5.5 for designing and distributing forms Manuale Utente

38

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.

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.