Select Contracts and Contract Data to Include in an Employee Section of a Custom Proposal

In an Employee Info Center section of a custom proposal, you can add contracts and contract data from the Contract Info Center for employees.

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

The contracts can be associated with employees (they are entered for an employee on the Contracts tab in the Employee Info Center), or they can be any contract in your GovWin Capture Management database.

To select contracts and specific contract data to include in an employee section of a custom proposal, complete the following steps:

1. From the GovWin Capture Management Navigation menu, click Configuration > General > Merge Templates, and create an InDesign merge template for the Employee Info Center. For complete instructions on how to create and add a merge template with InDesign, see the "Create a GovWin Capture Management Merge Template with Adobe InDesign" or the "Update an Adobe InDesign Merge Template in GovWin Capture Management" help topic.
2. When you create the merge template, add the associated contract merge code and specific contract field merge codes to the merge template:
   1. On the Merge Code dialog box, select Associated Contracts in the Table field. This applies when you add either associated or non-associated contracts for employees. Associated contracts are entered on the Contract tab in the Employee Info Center for an employee. Non-associated contracts are any contractin the GovWin Capture Management database.
   2. In the Select Specific Contracts field drop-down list in the Options section, select either:
      • All — This includes all the associated contracts for an employee.
      • Proposal Contracts — This includes only some of the associated or non-associated contracts for an employee. You select the specific associated contracts for an employee on the employee section tab in Custom Proposals (in step 6 below).
   3. In the InDesign active text frame, place your mouse pointer where you want to add a contract field.
   4. On the Merge Code dialog box, click the Insert Begin/End Code button. This places a begin and end code in the InDesign active text frame.
   5. Place your mouse pointer between the begin and end codes.
   6. On the Merge Code dialog box, select a contract field merge code in the Field field drop-down list, and click Insert.
   7. Repeat steps 2 e–f to add more contract field merge codes to the merge template. You must place the merge codes within the begin and end codes.
   8. When you finish, click Save and Close.
3. From the GovWin Capture Management Navigation menu, click Proposals > Custom Proposal.
4. On the Custom Proposals form toolbar, click Sections, and create an Employee Info Center section. Assign the InDesign merge template that you created in steps 1–2 above to the employee section. For more information about creating a section for a custom proposal see the "Add Info Center Sections to Custom Proposals" topic.
5. If you selected All in the Select Specific Projects field when you created the merge template (in step 2 b above), you are done. You do not need to complete step 6. All the associated contracts will be added automatically for each employee.
6. If you selected Proposal Contracts in the Select Specific Contracts field when you created the merge template (in step 2 b above), select contracts for each employee:
   1. On the Employee Info Center section tab in Proposals > Custom Proposals, select an employee, and click the Contracts toolbar icon on the employee records grid.
   2. On the Select Contracts dialog box, select either the Add contracts with restrictions or Add contracts without restrictions option. These settings determine the list of contracts that you can select from on the Contract Lookup dialog box in the next steps.

      Contracts with restrictions are the contracts that are associated with employees (contracts entered on the Contracts tab in the Employee Info Center for an employee). Contracts without restrictions are any contract in the GovWin Capture Management database.

   3. Click the Search button.
   4. On the Contract Info Center lookup, select contracts to add for the employee, and then click Select. The Contract lookup closes, and you are returned to the Select Contracts dialog box where you see the contracts that you selected.
   5. On the Select Contracts dialog box, click OK.
   6. Repeat steps 6 a–e for each contract.