Populate a Block from a Text Library
You can populate some proposal form blocks with information stored in a text library. For example, you can use a text library as the source for information in Block 30 on the Section H tab.
To use text library documents in a block, complete the following steps:
- Click in the block and click Select Text Library.
- On the Text Library Lookup dialog box, search for the text library that you want to use and then click Select.
- On the Select Item dialog box, select text library records from the Available column and click the Right -> button to move the records to the Selected column. If you try to put data in a block that already has text, Vision displays a dialog box that gives you a choice. You can either append new text to the existing text or replace the existing text with the new text.
- To change the sequence of a text library record, select the record and click the Move Up button or the Move Down button.