The Blog

OmniGraffle for Bureaucracy

by Bill Van Hecke on March 9, 2007

Good day.

It took me a while to realize this, but almost every time I need to put some kind of stuff on a page, and it makes a difference where on the page that stuff is, OmniGraffle ends up being the best tool for the job.

Let me 'splain: OmniGraffle might not be the first thing that comes to mind when you need to fill out some official forms for the U.S. Government. Or, say, some character sheets for your weekend Dungeons & Dragons session. But it should be. Check this out:

  • Grab an electronic version of the form you need to fill out. Scan it if you have to, but most official forms are available as PDFs these days. Some of them even claim to be fillable, but I've never gotten them to work properly in Preview or Acrobat.
  • Copy each page from the document (in Preview) and paste it onto a fresh OmniGraffle canvas.
  • For each canvas, lock the layer that has the form on it, and create a new layer for your information.
  • Make text objects all over the canvas to fill in each blank. Once you have a text object you like, you can Option-drag it or paste it all over and just replace the text.

omnigraffle-form-fill-out.png

Why this is so much handier than filling out forms by hand:

  • You can use the alignment inspector and smart guides to make sure everything is lined up just right and perfectly legible.
  • If some of the boxes are really tiny, you can play around with the font to get everything to fit in there just right.
  • Filling out the same info over and over is easy: just copy and paste the existing text objects with the info you need.
  • Once you've saved the file, you automatically have a backup copy for reference or revision.
  • You can make an OmniGraffle template that has the right paper size, two layers per canvas, and a nice grid for keeping things orderly.

When I was going through the process to get someone a visa to live in the USA, this technique saved me heaps of time and stress. And now I have backups of every form (there are lots of forms involved).

Have you found any weird or unexpected uses for Omni apps? Maybe next time I'll tell you about how I'm using OmniGraffle as a level editor for a video game I'm working on…

 

Comments

I never thought of using omnigraffle like that. I use Pages to do the same thing by making the PDF the same size as the page and then basically following the same process. I usually use PDF Pro to seperate multipage PDF's. But this is good for people who want to use Omni Products

JB

03.09.07 10:37 AM

Now all you need to do is figure out a way of auto-importing xfdf documents to make the editable field generation automatic.  xfdf2graffle, anyone?

Erin Sparling

03.09.07 11:19 AM

I use OmniOutliner for my show notes during my podcast. It is great for creating the show, and easy to export as a RTF for including on my blog for show notes.


It's also easy to switch item order during the recording.

Trevor Carpenter

03.09.07 2:48 PM

[...] The Omni Mouth | OmniGraffle for Bureaucracy Hint on using OmniGraffle to fill out poorly-behaved PDF forms. (tags: omnigraffle bureaucratic paper work process mac) [...]

Brian Kerr | links for 2007-03-10

03.09.07 3:39 PM

“Most official forms are available as PDFs these days. Some of them even claim to be fillable, but I’ve never gotten them to work properly in Preview or Acrobat.”


The IRS forms are wonderful, and work perfectly in Acrobat. And two years ago they goofed and put one form up without allowing it to be savable. One e-mail, and they had it fixed in less than a day. As an overseas resident, I really like Acrobat forms!

Zach

03.09.07 6:23 PM

Lovely tip! I used OmniGraffle Pro to do a Theatre Lighting plan - to scale, with multiple layers - although I'm sure it wouldn't conform to CAD standards it did everything I needed it to and was beautifully readable.


I've also used Outliner extensively in theatre work: to make lighting and sound cue sheets, and to plan video designs for theatre, dropping in screenshots and reference images.


Lastly I find OO invaluable in my teaching - I have my master student assessment record in one document, and by simply hoisting each students record I can print their own progress report page, or talk them through the page, without needing to worry they're peeking at the other students' records! The ability to hoist, or show/hide whole chunks of the document are what make the app so useful.

Tim

03.09.07 7:39 PM

This is clever, but there's a much simpler solution: use the amazing app pdfpen.

Odysseus

03.10.07 12:30 AM

I use OmniGraffle to create the images for the sites I manage.


The export of the selected content as JPEG or PNG is really handy for this task.


The only problem I have, is due to Color sync subtly mixing up the color of the elements, but for the moment I can live with this minor issue.

Giulio Cesare Solaroli

03.10.07 12:58 AM

Absoluely brilliant. And you'll need it when it comes time to do your I-134. The form is fillable, but whomever did the legwork in Acrobat linked all the date fields together.

Nathan

03.10.07 6:43 AM

Hey, not a bad idea for D&D character sheets. Feel free to drop me a copy.


You know, with that in mind, OmniOutliner would not be too bad, either. The game on the crunchy side is all down to numbers and lists, after all.

Mindflayer

03.11.07 4:24 AM

I use OG Pro to make those little for-sale sheets you see on bulletin boards outside the laundromat (among other places).  To do the little tear-off tags,

I make a rectangle with only top & bottom, containing text with thing I'm selling and phone number, then I turn it into a table and move to the bottom of the sheet.  When printed, I simply snip along each of the lines between the tags and Hey! Presto!  It works great!

Matthew Barker

03.11.07 6:30 AM

... and how about Omnigraffle 5.0? :) I hope for sooner then later!

cesar

03.11.07 11:31 AM

Hi,


is there a way of using OG for creating tag clouds? (I imagine it would not be soo hard to add a template for that the outline, so the outline could be rendered to a tc automatically)


Yours, Heiko

Heiko

03.12.07 5:13 AM

[...] OmniGraffle for Bureaucracy Using a diagraming app as a form filling app. Very cool. (tags: OmniGroup MacOSX Software OmniGraffle PDF Tricks) [...]

one of me » the home of paul turnbull »

03.12.07 9:26 AM

I use pdfLab to split the PDF but often do the same thing.  It's free (donations accepted) http://www.iconus.ch/fabien/pdflab/

Tom

03.12.07 8:30 PM

[...] I asked on the PajamaNation Flickr group then another solution came up afterwards from WHV who explains a solution using Omnigraffle, but the central idea is so simple it’s stupid.  The Omni Mouth » OmniGraffle for Bureaucracy [...]

DARnet » How to fill and edit awkward docume

03.19.07 11:20 PM

[...] I asked on the pajamanation Flickr group then another solution came up afterwards from WHV who explains a solution using Omnigraffle, but the central idea is so simple it’s stupid. The Omni Mouth » OmniGraffle for Bureaucracy [...]

DARnet » How to fill and edit awkward docume

06.21.07 2:58 AM
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