Merge Templates Form

Use this form to manage the merge templates that you use to create merged documents in Vision Custom Proposals and Info Centers.

The merge templates that you add here display in:

• Roles Security Configuration: On the Access Rights tab, select MergeTemplates in the Functional Area field. After you select an Info Center, the merge templates display in the Available Templates box, and you can move them to the Templates for this Role box.
• An Info Center: Click Merge on an Info Center toolbar to open the Merging dialog box, where you select a merge template and generate the merged document.
• Custom Proposals: Click Sections on the Custom Proposals form toolbar to open the Configure Sections dialog box, where you select a merge template for different sections of the proposal.