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.
This topic applies if you use a Microsoft Word merge template.
To select an Info Center and merge codes:
- On the Merge Code toolbar in Microsoft Word, click the Deltek Vision button, and select an Info Center on the dialog box.
- In the left-hand pane on the Select Merge Codes dialog box, select the merge code. If the field is in a grid, select the appropriate group code from the drop-down list in the right-hand pane, then select the field in the right-hand pane.
-
Click
OK to insert the field in the merge template.
If the merge code is for a date field:
- The Select Date Format dialog box displays. Specify the format for the date.
- The Select Separator Format dialog box displays. Specify the separator format option for displaying the date in the completed proposal.
- If you select a format requiring a separator, the Enter separator dialog box displays. Enter the separator.
If the merge code is for a numeric or currency field:
- The Select Number Format dialog box displays. Specify the numeric or currency format.
- If you select Decimal Format, the Microsoft Word dialog box displays. Specify the number of decimal places.
If the merge code is for a state field:
- The Select State/Province Format dialog box displays.
- If you select a format requiring a separator, the Enter separator dialog box displays. Enter the separator.
If the merge code is for a custom field:
- The Select Custom Field Format dialog box displays if you define a new custom field.
- If you select an existing user-defined field, its data causes the appropriate formatting dialog boxes to display.