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You may want to review prerequisites, sample merge templates, security considerations, and more, before you work with merge templates.
Related Topics:
- Prerequisites for Creating
Vision Merge Templates with Adobe InDesign
Before you can use Adobe InDesign to create Vision merge templates and generate merged documents, you must complete certain prerequisites. -
Vision Has Not Been Configured for Adobe InDesign Merge Templates
When you try to add or import an Adobe InDesign merge template into Vision, if Microsoft SQL Server FILESTREAM has not been enabled and configured for Vision, you will receive the message: "Vision has not been configured for Adobe InDesign merge templates. Please see your administrator." - Adobe InDesign Sample Merge Templates
You can download sample Adobe InDesign merge templates from the Deltek Customer Care Connect site. - Vision Memo Field Formatting in Adobe InDesign Merge Templates
Some of the formatting for text in Vision memo fields that you add to Adobe InDesign merge templates is controlled by the Vision Text Editor, whereas other formatting is controlled by InDesign. - Security for Adobe InDesign Merge Templates and Merged Documents
Certain Vision security settings must be applied to allow you to create, add, and update Adobe InDesign merge templates in Vision and generate merged documents with them. - Memo Fields
A Vision memo field is a text box in which you can enter a large amount of text. You can then format the text on the Vision Text Editor dialog box. - Associated and Non-Associated Grids
Vision entry grids on Info Center tabs are associated or non-associated. - Cost and Fee Proposals
You can create cost or fee custom proposals that include detailed labor, expense, consultant, and unit information from the Service Estimate tab of the Opportunities Info Center.
Parent Topic: Merge Templates Created With Adobe InDesign