Select an Info Center and Merge Codes in a Microsoft Word Merge Template

Use the Select Vision Info Center dialog box to select the Info Center and merge codes for a merge template to use for a proposal.

This topic applies if you use a Microsoft Word merge template.

To select an Info Center and merge codes:

1. On the Merge Code toolbar in Microsoft Word, click the Deltek Vision button, and select an Info Center on the dialog box.
2. In the left-hand pane on the Select Merge Codes dialog box, select the merge code. If the field is in a grid, select the appropriate group code from the drop-down list in the right-hand pane, then select the field in the right-hand pane.
3. Click OK to insert the field in the merge template.

   If the merge code is for a date field:

   • The Select Date Format dialog box displays. Specify the format for the date.
   • The Select Separator Format dialog box displays. Specify the separator format option for displaying the date in the completed proposal.
   • If you select a format requiring a separator, the Enter separator dialog box displays. Enter the separator.

   If the merge code is for a numeric or currency field:

   • The Select Number Format dialog box displays. Specify the numeric or currency format.
   • If you select Decimal Format, the Microsoft Word dialog box displays. Specify the number of decimal places.

   If the merge code is for a state field:

   • The Select State/Province Format dialog box displays.
   • If you select a format requiring a separator, the Enter separator dialog box displays. Enter the separator.

   If the merge code is for a custom field:

   • The Select Custom Field Format dialog box displays if you define a new custom field.
   • If you select an existing user-defined field, its data causes the appropriate formatting dialog boxes to display.