You can populate some proposal form blocks with information stored in a text library. For example, you can use a text library as the source for information in Block 30 on the Section H tab.
To use text library documents in a block, complete the following steps:
-
Click
in the block and click
Select Text Library.
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On the Text Library Lookup dialog box, search for the text library that you want to use and then click
Select.
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On the Select Item dialog box, select text library records from the
Available column and click the
Right -> button to move the records to the
Selected column.
If you try to put data in a block that already has text,
Vision displays a dialog box that gives you a choice. You can either append new text to the existing text or replace the existing text with the new text.
-
To change the sequence of a text library record, select the record and click the
Move Up button or the
Move Down button.