Update a Microsoft Word Merge Template in Vision

Use the Update process in Merge Templates Configuration to copy revised content into an existing Microsoft Word merge template in Vision.

After you add a Word merge template to Vision, if you need to change any of its content, you must first revise the content in the Word .rtf file (the original .rtf file that you added as a Vision merge template). Then use the Update process described below to copy the .rtf file contents into the existing merge template in Vision.

If the original .rtf file is not immediately available on your network or local drive, you can use the Export process in Merge Templates Configuration to create a new .rtf file that will have the contents of the current merge template. Save the exported .rtf file to the desired location on your workstation or network drive, and modify it in Word. Then use the Update process to copy the updated content in the exported .rtf file back into the existing merge template in Vision.

To update an existing Word merge template:

1. In Word, make changes to a merge template .rtf file.
2. From the Vision Navigation menu, click Configuration > General > Merge Templates.
3. On the Merge Templates form, select the Info Center in the Info Center Area field for the template that you want to update.
4. In the merge templates grid, select the Word merge template to update.
5. On the grid toolbar, click Update.
6. On the Update Merge Template dialog box, click the Browse button beside the Merge Template field.
7. On the Open dialog box, navigate to and select the .rtf file that contains the modified or new content for the merge template, then click Open.
8. On the Update Merge Template dialog box, check that the .rtf file that you selected is correct in the Merge Template field, and click OK. The contents of the Word .rtf file are copied into the merge template in Vision, and you are returned to the Merge Templates form.