Download the Merge Macro for Proposals
Use the Download Merge Macro utility to download the macro that installs a toolbar in Microsoft Word, which has all the merge codes and formatting that you need when you create merge templates in Word.
Prerequisites: The Vision CRM and Proposals application must be installed.
To download the merge macro:
- From the Vision Navigation menu, click .
- On the Download Merge Macro form, click the DeltekWordMacro.dot button.
- On the File Download dialog box, click Save.
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On the Save As dialog box, complete the following actions:
- Browse to your workstation's Startup folder.
- In the Save as type field, select your startup folder.
- Click Save.