Copy Merge Templates
You can copy an existing merge template to serve as the basis for a new merge template.
This applies for both Microsoft Word and Adobe InDesign merge templates.
To copy an existing merge template:
- From the Vision Navigation menu, click .
- In the Info Center Area field on the Merge Templates form, select the Info Center for the template that you want to copy.
- In the Merge Template grid, select the merge template to copy.
-
Click
Copy on the grid toolbar.
A new row is inserted in the grid, and the Template File Name and Type columns prefill with the information from the template that you copied.
-
In the blank
Description column, enter a description for the new merge template.
When you move away from this field, the description is used to rename the file in the Template File Name column.
- Click Save on the Merge Templates form toolbar.