Add Resume Text to a Custom Proposal Section

Add resume text to an employee section in Custom Proposals.

This topic applies only if you are using an Adobe InDesign merge template for the custom proposal section.

Prerequisites:

  1. In the Employee Info Center, enter resume text in the Resumes grid on the Resumes tab.
  2. In Configuration > General > Merge Templates, create an Adobe InDesign merge template that contains the Proposal Resume merge code.

To add resume text to a custom proposal section, complete the following steps:

  1. From the Vision Navigation menu, click Proposals > Custom Proposal.
  2. On the Custom Proposals form, click the New or Open toolbar option to create a new proposal or open an existing proposal.
  3. If you have not yet created a proposal section for the Employees Info Center area, complete the following steps:
    1. On the Custom Proposals form, click the Sections toolbar option.
    2. On the Configure Sections dialog box, click Insert, and enter the row of information for the employee section.

      Be sure to:

      • Select Employees from the drop-down list in the Info Center Area column.
      • Select the merge template that contains the Proposal Resume merge code (that you created in Merge Templates Configuration) in the Merge Template field.
    3. Click Close to return to the Custom Proposals form.
  4. On the Custom Proposals form, click the tab for the Employees Info Center section of the custom proposal.
  5. Click the Add Records(s) toolbar option to add employees to the custom proposal.
  6. Select an employee's row, click the Build Resumes toolbar option, and from the shortcut menu, select one of the options (Add Resume Category, Add Project Experience, or Add Project Experience to Selected Records) to add resume text.
  7. On the Select Items dialog box, click the appropriate resume text in the Available pane on the left, and then click the Right -> button to move the resume text to the Selected pane on the right.
  8. If there are multiple blocks of resume text, repeat step 7 to add as many blocks as you want. Use the Up and Down buttons to change the order of the blocks of resume text.
  9. Repeat steps 6–8 for all the employees that you added to the Records grid on the section tab.
  10. Click OK to return to the Custom Proposals form.
  11. On the Custom Proposals form toolbar, click Save.
Now you can use the Merge Proposals toolbar option to generate a proposal that includes the resume text that you just added.
Parent Topic: Procedures