Custom Proposals Graphics and Adobe InDesign Merge Templates

You can add graphics to a custom proposal that uses an Adobe InDesign merge template.

Step	Description	Where to Perform This
1	Link the actual graphics file to an Info Center record.	In the grid on the Files tab in an Info Center. In the grid, you must also select the check box in the Graphic column.
2	Create a merge template for a section of a custom proposal using Adobe InDesign.	In Configuration > General > Merge Templates. Use the Proposal Graphic merge code as a placeholder for graphic files. This merge code inserts an empty graphics frame into the merge template. You can insert one or more graphic merge codes.
3	Assign an InDesign merge template that contains graphics merge codes to a section of a custom proposal.	In Proposals > > Custom Proposals, use the Sections toolbar option on the Custom Proposals form.
4	Insert the graphics files into the custom proposal section (merge template).	In Proposals > > Custom Proposals, on the Section tab on the Custom Proposals form, use the Graphics toolbar option.
5	Generate the custom proposal (merged document) that displays the graphic.	In Proposals > > Custom Proposals, on the Custom Proposals form, use the Merge Proposal toolbar option.