Add a Microsoft Word Merge Template to Vision

Add a merge template that you already created with Microsoft Word to Vision, so that you can generate merged documents with it in Vision Info Centers and Custom Proposals.

You must create the merge template .rtf file in Word first before you add it to Vision. The contents of the .rtf file are copied into Vision.

To add a new merge template created with Word to Vision, complete the following steps:

1. From the Vision Navigation menu, click Configuration > General > Merge Templates.
2. On the Merge Templates form, select the appropriate Info Center for the template in the Info Center Area field.
3. On the Merge Templates grid, click Add, then select Microsoft Word Template from the drop-down list.
4. On the Add Merge Template dialog box, enter a description for the merge template in the Description field.
5. Click the Browse button beside the Merge Template field.
6. In the Open dialog box, navigate to and select the .rtf file that contains the contents for the merge template. Then click Open.
7. On the Add Merge Template dialog box, check that the .rtf file that prefilled in the Merge Template field is the one that you want, then click OK. The contents of the Word .rtf file are copied and saved in Vision. You are returned to the Merge Templates form where a new row for the template is added to the Merge Templates grid. The Description and Template File Name columns in the grid prefill with the entries that you made on the Add Merge Template dialog box.