Fields and Options for all Merge Templates

Use the form and related dialog boxes to create and modify merge templates.

Related Topics:

  • Merge Templates Form
    Use this form to manage the merge templates that you use to create merged documents in Vision Custom Proposals and Info Centers.
  • Merge Code Dialog Box
    Use this dialog box to add merge codes to a merge template that you are creating in Adobe InDesign within Vision.
  • Add Merge Template Dialog Box
    Use this dialog box to add a Microsoft Word merge template, create and add an Adobe InDesign merge template, or import an existing InDesign merge template into Vision.
  • Client Address Dialog Box
    Use this dialog box to select which client address and which parts of the address from the associated Client grid to insert into a merge template that you are creating for the Project, Employee, or Opportunity Info Center.
  • Vendor Address Dialog Box
    Use this dialog box to select which vendor address and which parts of the address from the associated Vendor grid to insert into a merge template that you are creating for the Project or Opportunity Info Center.
  • Update Merge Template Dialog Box
    Use this dialog box to apply modifications to Microsoft Word merge templates that have previously been added to Vision.
Parent Topic: Merge Templates Overview