Select Contracts Dialog Box

Use this dialog box to select specific contracts for an employee to add to an Employee Info Center section of a custom proposal.

This topic applies only if you use an Adobe InDesign merge template for the custom proposal section.

In addition to selecting specific contracts in this dialog box, you must have added a merge code for associated contracts and merge codes for specific contract 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 contracts (instead of Proposal Contracts), then you do not need to select contracts in this dialog box.

Location

To display the dialog box, complete the following steps:

1. From the GovWin Capture Management Navigation menu, click Proposals > Custom Proposal.
2. 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.
3. Open the tab, and click Contracts on the employee records grid toolbar.

Contents

Field	Description
Add contracts with restrictions	Select this option to select only contracts that are associated with an employee. These are the contracts that are entered on the Contracts tab in the Employee Info Center for an employee. When you select this option and click the Search button on this dialog box, the Contract lookup displays only the contracts that are associated with the selected employee.
Add contracts without restrictions	Select this option to select any contract from your GovWin Capture Management database for an employee. When you select this option and click the Search button on this dialog box, the Contract lookup displays all the contracts in your GovWin Capture Management database.
Name and Number	After you click the Search button on this dialog box and select contracts on the Contract lookup, the contract number and name for each contract that you selected display in the list on the Select Contracts dialog box.
Move Up	To move a contract up in the list, click the contract, and then click this button to move it up one row. The order that thecontracts are displayed in the list is the order that they will display in a merged custom proposal document.
Move Down	To move a contract down in the list, click the contract, and then click this button to move it down one row. The order that the contracts are displayed in the list is the order that they will display in a merged custom proposal document.
Remove	To remove a contract from the list, click the contract, and then click this button.
Search	Click this button to open the Contract lookup, and select the contracts for an employee to include in the custom proposal section. The Add contracts with restriction and Add contracts without restriction options on this dialog box determine the list of contracts that displays on the Contract lookup. Select one of those options before you click the Search button.
OK	Click this button to close this dialog box and apply any changes that you made since you opened the dialog box.
Cancel	Click this button to close this dialog box and cancel any changes that you made since you opened the dialog box.
Help	Click this button to open the help topic for this dialog box.