Use the toolbar options to work with text library records.
Contents
| Field | Description |
|---|
 New
|
After you click this option, select one of the following:
-
Select
New Text Library to open a blank text library record. Use the blank record to create a new text library record.
-
Select
 Copy Current Text Library to copy the current text library record to a new record.
-
Select
 Select Text Library to Copy to open the Text Library Lookup and select a text library record to copy.
|
 Delete
|
Click this option to delete an Info Center record.
|
 Print
|
After you click this option, select one of the following:
-
Select
Print Current Text Library to print the current text library record.
-
Select
 Print Active Group to print all text library records currently active in the Text Library Info Center.
-
Select
 Select Text Library to Print to open the Text Library Lookup and select the records you want to print.
If your firm uses the Deltek First Vision Essentials cloud version of Vision, the
Print option is not available. You can preview reports onscreen and then print the reports from the Preview window.
|
 Merge
|
After you click this option, select one of the following:
-
Select
Merge Current Text Library to merge data from the current text library record.
-
Select
 Merge Active Group to merge data from all text library records currently active in the Text Library Info Center.
-
Select
 Select Text Library to Merge to open the Text Library Lookup and select the records that you want to include in the merge.
|
 Detail View/List View
|
Either the
Detail View or the
List View option (but not both) displays on the toolbar.
-
List View — This option displays when you have the Detail View of the Info Center form open. Click this option to change to the List View and display the information in a grid format on the form. The fields for each record are displayed in columns in a grid rather than on separate tabs. In the grid, you can display one or more Info Center records at a time. You can add, remove, or change the order of the columns in the grid by clicking the
Select Fields option on the grid toolbar.
-
Detail View — This option displays when you have the List View of the Info Center form open. Click this option to change to the Detail View and display the information on tabs on the form. This is the default view that displays when you open this Info Center. Detail View is the view that is described in help topics.
The Info Center records that you select on the Standard lookup or the Advanced lookup in the
Search field on the Info Center form display in the List View and Detail View.
|
 Save
|
Click this option to save your entries on the Info Center form.
|
 Help
|
Click this option to display the online help.
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