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After you create a merge template, you can modify it by adding things such as merge codes for records, graphics, and resume text. You can also export merge templates created with Microsoft Word.

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Assign Merge Templates to a Security Role
A system administrator assigns access to specific merge templates for each security role.
Create a Vision Merge Template with Microsoft Word
One way to create a Vision merge template is to create an .rtf file with Microsoft Word.
Select an Info Center and Merge Codes in a Microsoft Word Merge Template
Use the Select Vision Info Center dialog box to select the Info Center and merge codes for a merge template to use for a proposal.
Add a Microsoft Word Merge Template to Vision
Add a merge template that you already created with Microsoft Word to Vision, so that you can generate merged documents with it in Vision Info Centers and Custom Proposals.
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.
Export Merge Templates
When you export a Microsoft Word merge template file from Vision, it saves a copy of the .rtf file outside of Vision on your local machine or a network drive.
Copy Merge Templates
You can copy an existing merge template to serve as the basis for a new merge template.
Delete Merge Templates
You can delete a Microsoft Word or an Adobe InDesign merge template from the database.

Parent Topic: Merge Templates Created with Microsoft Word

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