Create a GovWin Capture Management Merge Template with Microsoft Word

One way to create a GovWin Capture Management merge template is to create an .rtf file with Microsoft Word.

You create merge templates in Word before you add them to GovWin Capture Management.

To create a GovWin Capture Management merge template with Microsoft Word:

1. From theGovWin Capture Management Navigation menu, click Utilities > Download Merge Macro.
2. On the Download Merge Macro form, click the DeltekWordMacro.dot button.
3. In the File Download dialog box, click the Save button.
4. On the Save As dialog box, complete the following actions:
   1. Browse to your workstation's Startup folder.
   2. In the Save as type field, select your startup folder.
   3. Click Save.
   A GovWin Capture Management toolbar that contains GovWin Capture Management merge codes and formatting options displays in Word.
5. Open Word and select merge codes and formatting from the GovWin Capture Management toolbar to create your merge template.
6. Save the file as a Rich Text Format (.rtf) file.

Postrequisites: After you create a merge template, you add it to GovWin Capture Management and associate it with the appropriate Info Center in GovWin Capture Management Configuration > General > Merge Codes. The GovWin Capture Management Demo database comes with sample merge templates that are created with Microsoft Word. You can access these to view the contents of an .rtf merge template file and see the results when you generate a merged document.