After you finish adding data to the SF330 form tabs, you can merge the data, using SF330 merge templates, to make a formatted SF330 proposal.
The merge procedure makes a merge file that has the filename that you specify and a file extension of .rtf. For each of the 330 Sections that you select, the SF330
proposal merge file has a part. There are a maximum of six parts. Each part has a File Name#:
- First Page - File Name1.rtf
- Section E [Resumes] - File Name2.rtf
- First Page - File Name1.rtf
- Section E [Resumes] - File Name2.rtf
- Section F [Projects] - File Name3.rtf
- Section G [Personnel Matrix] - File Name4.rtf
- Section H [Additional Info] - File Name5.rtf
- Part II [General Qualifications] - File Name6.rtf
To merge an SF330 with its template set:
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In the Navigation pane in the desktop application, select
.
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On the toolbar of the SF330 Proposals form, click
Save.
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On the toolbar, click
.
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On the SF330 Proposals form, specify the template set to use for this merge procedure and click
OK.
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On the toolbar, click the
Merge button.
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On the Merge SF330 dialog box, select the 330 sections to merge.
As you select each section, the
Records in Selection box shows the records that will be included in the section. You cannot change the records here.
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In the
File Name field, enter a name for the merge file.
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Click the
Merge button.
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On the File Download dialog box, you can merge one page at a time, or more than one page at the same time:
- If you merge one page at a time, click
Open to open the file in Microsoft Word or click
Save to save the file to a location that you specify.
- If you merge more than one page at the same time, click
Save.
The Save As dialog box opens briefly for the first page and then a separate File Download dialog box displays in your task bar for each page. As you save each file to a designated location, a Download Complete dialog box displays.
Ignore the
File Type option on the Save As dialog box. The merged SF330 proposal file is always an .rtf file. You can open the saved .rtf file in Microsoft Word, run a graphics macro if the file has graphic files, and save the file as a .doc file.
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To merge more sections, or to change the sections to merge, repeat steps 6 through 9.
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If you selected the
Signature option on the 330 Preferences dialog box, use the
Graphics button on the Word Macro Toolbar to merge the signature image file(s) into Section H and/or Part II of this proposal.