Modify a Custom Proposals Merge Template
To modify a merge template, you can either save a sample merge template with a new name when you export it, or you can export the sample merge template and then rename it in Word before you save it.
To modify a sample merge template, complete the following steps:
- From the Vision Navigation menu, click .
- On the Merge Templates form, select the merge template to modify and click Export.
- On the File Download dialog box, select Save this file to disk and click OK.
- On the Save As dialog box, browse to the location where you want to save the merge template for modification.
- Optional. Change the filename for the merge template.
- Click Save.
- In Microsoft Word, open the saved merge template and modify it.
Postrequisite: To make a modified merge template available for use in custom proposals, you must
Add a Modified Custom Proposals Merge Template.