Select Projects Dialog Box
Use this dialog box to select specific projects for an employee to add to an Employee Info Center section of a custom proposal.
In addition to selecting specific projects in this dialog box, you must have added a merge code for associated projects and merge codes for specific project fields in the InDesign merge template that you created for the employee section of the custom proposal. In the merge template, if you chose to include all associated projects (instead of Proposal Projects), then you do not need to select projects in this dialog box.
Location
To display the dialog box, complete the following steps:
- From the Vision Navigation menu, click .
- On the Custom Proposal form toolbar, click Sections, and set up a section for the Employee Info Center. After you set up and save a section for the Employee Info Center, a tab for it displays on the Custom Proposal form.
- Open the tab, and click or on the grid toolbar.