Merge a Custom Proposal that Uses a Microsoft Word Merge Template

After you create sections and add records for your custom proposal, you merge the proposal to generate a custom proposal document.

To merge a custom proposal that uses a Microsoft Word merge template, complete the following steps:

1. From the Vision Navigation menu, click Proposals > Custom Proposal.
2. On the Custom Proposal form toolbar, click Open, and open a custom proposal that uses a Word merge template.
3. Open one of the Info Center section tabs.
4. On the Custom Proposal form toolbar, click Merge Proposal, and then select one of the following options from the drop-down menu:

   • Merge Current Section — Select this option to merge only the section whose section tab you have open.

     On the File Download dialog box, click Open to open the merged document in Word, or click Save to open the Save As dialog box and save the merged document into a folder that you specify.

   • Merge Multiple Sections — Select this option to merge multiple or all sections of a custom proposal.

     On the Select Sections to Merge dialog box, select the sections to merge. You can select multiple sections by pressing and holding the CTRL or SHIFT keys on your keyboard when you click a section your mouse. Click Select All to select all sections.

     Select the Merge as one document check box if you want all sections to be merged into one document. If you do not select the check box, each section will be merged into a separated merged document.

     Click the Merge button to generate the custom proposal.

     On the File Download dialog box, click Open to open the merged document in Word, or click Save to open the Save As dialog box, and save the merged document into a folder that you specify.

     If you chose not to merge all the sections as one document, after you save or open a merged document for one section, the Merge button's label changes to Merge Next Page. Click the Merge Next Page button to merge the next section into a separate document. After you merge all sections, he caption reverts to Merge and the button becomes inactive.

   Regardless of the File Type in the Save As dialog box, the merged document is an .rtf file type. To convert it to a Microsoft Word .docx file type: launch Microsoft Word, reopen the file from its saved location, and save it in Microsoft Word as a .docx file

   When you open a merged document Word, any graphic placeholder on its merge template is replaced with the path and filename of the graphic selected for the section.
5. To expand the graphic into a frame, place the cursor at the beginning of the file document and click either the Vision Graphic or the Vision Framed Graphic button on the Macro Toolbar. The Macro dialog box opens, with the following message:

   Processing Complete. x Picture file(s) attached to your document.

   "X" represents the number of graphic files merged.

6. On the Macro dialog box, click Continue.

   The merged file document displays the graphic at the specified location.

7. Save the merged file in Microsoft Word.