How to...
After you create a merge template, you can modify it by adding things such as merge codes for records, graphics, and resume text.
Related Topics:
- Create the Adobe InDesign Registry Entry
If you have Windows 7, Adobe InDesign may not generate the required registry entry automatically when you launch InDesign for the first time. - Assign Merge Templates to a Security Role
A system administrator assigns access to specific merge templates for each security role. - Create a
Vision Merge Template with Adobe InDesign
You can create a Vision merge template with Adobe InDesign in Vision Merge Templates Configuration. - Insert Merge Codes for a Graphic in an Adobe InDesign Merge Template
Use the Proposal Graphic merge code to add a graphics frame to an Adobe InDesign merge template. - Insert Merge Codes for
Project Descriptions in an Adobe InDesign Merge Template
Use the Proposal Description merge code to insert project descriptions into a custom proposal. - Insert Merge Codes for Multiple Records in an Adobe InDesign Merge Template
There are merge codes that allow you to insert multiple records on one page or without page breaks when generating a proposal. - Insert Merge Codes for Resume Text in an Adobe InDesign Merge Template
Use the Proposal Resume merge code to insert resume text into a custom proposal. - Insert
Vision Data into a Table in an Adobe InDesign Merge Template
When you create a merge template in Adobe InDesign, you can add Vision data in a table format. - Insert Merge Codes for
Vision Grids in an Adobe InDesign Merge Template
You can insert merge codes for grid fields from associated or non-associated grids in an Adobe InDesign merge template. - Prevent Blank Rows from Displaying between the Rows of Data for Each Grid Record in a Merged Document
When you add grid field merge codes to an Adobe InDesign merge template and there are multiple records in the grid, a blank row displays between the rows of grid data for each grid record in the merged document. - Prevent Merged Document Content from Exceeding the Space
When you add grid field merge codes to an Adobe InDesign merge template, because grids can include many rows of data for multiple records, it is possible in the merged document for the data to exceed the space that is allotted in an InDesign text frame. - Insert Merge Codes for
Vision Associated Grid Fields and Only Certain Records in the Grid
When you create a merge template in Adobe InDesign, you can insert merge codes that will display the contents of an associated gird field only for certain records (rows) in the grid. - Select Specific Rows from a User-Defined Grid to be Included in an Adobe InDesign Merge Template
You can choose to have data from some of the rows (records) in a custom grid (rather than from all of the rows) in an Adobe InDesign merge template. - Update an Adobe InDesign Merge Template in
Vision
Use the Update process in Merge Templates Configuration to modify the contents of Adobe InDesign merge templates that have been previously added to Vision. - Copy Merge Templates
You can copy an existing merge template to serve as the basis for a new merge template. - Import an Adobe InDesign Merge Template into
Vision
You can import an existing Adobe InDesign merge template into Vision in Merge Templates Configuration. - Delete Merge Templates
You can delete a Microsoft Word or an Adobe InDesign merge template from the database.
Parent Topic: Merge Templates Created With Adobe InDesign