Create a Vision Merge Template with Microsoft Word

One way to create a Vision merge template is to create an .rtf file with Microsoft Word.

You create merge templates in Word before you add them to Vision.

To create a Vision merge template with Microsoft Word:

1. From theVision 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 Vision toolbar that contains Vision merge codes and formatting options displays in Word.
5. Open Word and select merge codes and formatting from the Vision 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 Vision and associate it with the appropriate Info Center in Vision Configuration > General > Merge Codes. The Vision 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.