Configure Sections Dialog Box

Use this dialog box to add and configure sections for a custom proposal.

Each section is based on an Info Center. You can create multiple sections, including multiple sections for each Info Center.

After you add and configure a new section, a tab for it displays on the Custom Proposals form.

Location

To display the dialog box, complete the following steps:

Field	Description
Insert	Click this option to insert a section into the custom proposal. Enter information for the section in the blank row that is inserted into the grid.
Move Up	Select a row in the grid (custom proposal section) that you want to move up in the grid. Then click the Move Up option to move the row up one position. The order of the sections in the grid determines the order of the tabs on the Custom Proposal form and the order of the sections that display in the merged custom proposal document.
Move Down	Select a row in the grid (custom proposal section) that you want to move down in the grid. Then click the Move Down option to move the row down one position. The order of the sections in the grid determines the order of the tabs on the Custom Proposal form and the order that the sections display in the merged custom proposal document.
Delete	Select a row in the grid (custom proposal section) that you want to delete, and then click this option to delete it from the custom proposal.

Field	Description
Section Name	Enter the name for a section. This name is used for the name of the tab that displays for the section on the Custom Proposal form. After you add a section and close the Configure Sections dialog box, the section name is added to the drop-down list in the Section Name field.
Description	Enter the description for a section.
Info Center Area	Select the Info Center for the section. Each section can have one Info Center. You can use the same Info Center for more than one section.
Merge Template	Click this field to display the Search icon. Then click the icon to open the Templates Lookup dialog box. Select a merge template for the custom proposal section. You can select either a Microsoft Word (.rtf) or an Adobe InDesign (.indt) merge template. The Type column on the Templates Lookup dialog box indicates whether a merge template is a Word or InDesign file.
Merged Filename	If you selected a Microsoft Word merge template in the Merge Template field, enter the file name to use for the file that will be created when you merge and produce a custom proposal document for this section. If you selected an Adobe InDesign merge template in the Merge Template field, the Merged Filename field is not enabled. The name of the InDesign merge template will be used for the merged proposal document file name.

Field	Description
Close	Click this button to save your entries on the dialog box and return to the Custom Proposal form. Any new sections that you added on the dialog box now display as tabs on the Custom Proposal form. The tab order on the Custom Proposal form reflects any changes that you made to the section order on the dialog box.
Help	Click this button to open the help topic for this dialog box.