Update Merge Template Dialog Box

Use this dialog box to apply modifications to Microsoft Word merge templates that have previously been added to Vision.

You make the modifications to the Word .rtf file in Word before you use the Update option in Vision.

This dialog box does not apply to Adobe InDesign merge template files.

Location

To display the dialog box, complete the following steps:

1. From the Vision Navigation menu, click Configuration > General > Merge Templates.
2. In the Info Center Area field on the Merge Templates form, select the Info Center  for the Word merge template that you are updating in Vision.
3. In the Merge template grid, select the Word .rtf merge template that contains the revisions that you want to apply to the existing merge template.
4. Click Update on the grid toolbar.

Contents

Field	Description
Info Center Area	This field displays the Info Center area that you selected on the Merge Template form.
Description	This field displays the merge template’s description, which you can change as needed. (You can also change the description directly on the Merge Templates form.)
Merge Template and Browse	Click the Browse button to the right of the Merge Template field to navigate to the .rtf file that contains the revisions that you want to apply to the existing merge template in Vision.
OK	Click this button to save the entries that you made on this dialog box. The contents of the Word .rtf file are copied into the merge template in Vision, and you are returned to the Merge Templates form.
Cancel	Click this button to discard the entries that you made on this dialog box since the last save. You are returned to the Merge Templates form.