Add a Project Description to a Custom Proposal Section
Add project descriptions to a projectsection in Custom Proposals.
This topic applies only if you are using an Adobe InDesign merge template for the custom proposal section.
Prerequisites
- In the Projects Info Center, enter project descriptions in the Descriptions grid on the Background tab.
- In Proposal Description merge code. , create and add an Adobe InDesign merge template that contains the
To add a project description to a custom proposal section, complete the following steps:
- From the Vision Navigation menu, click .
- On the Custom Proposals form, click the New or Open toolbar option to create a new proposal or open an existing proposal.
-
If you have not yet created a proposal section for the
Projects Info Center area, complete the following steps:
- On the Custom Proposals form, click the Sections toolbar option.
-
On the Configure Sections dialog box, click
Insert, and enter the row of information for the
project section.
- Select Projects from the drop-down list in the Info Center Area column.
- Select the merge template that contains the Proposal Description merge code (that you created in Merge Templates Configuration) in the Merge Template field.
- Click Close to return to the Custom Proposals form.
- On the Custom Proposals form, click the tab for the Project Info Center section of the custom proposal.
- Click the Add Records(s) toolbar option to add projects to the custom proposal.
- Select a project's row. Then click the Descriptions toolbar option, and from the shortcut menu, select Descriptions.
- In the Select Items dialog box, click the appropriate description in the Available pane on the left, and then click the Right -> button to move the description to the Selected pane on the right.
- If there are multiple descriptions, repeat step 7 to add as many descriptions as you want. Use the Up and Down buttons to change the order of the descriptions if you select multiple descriptions.
- Repeat steps 6–8 for all the projects that you added to the records grid on the section tab.
- Click OK to return to the Custom Proposals form.
- On the Custom Proposals form toolbar, click Save.
Now you can use the
Merge Proposals toolbar option to generate a proposal that includes the
project descriptions that you just added.