Create a New Proposal

1. At Home Base, click Utilities.
2. On the Utility Manager screen, open the General folder in the treeview.
3. Open the Document Maintenance folder and select Document Setup.
4. Click the arrow to continue.
5. On the Customer Formletters screen, click the Proposal radio button. Existing proposal templates display in the list.
6. Click New.
7. Click Yes to add a new proposal document.
8. On the Proposal Document Setup screen, enter the information in each field as desired.
   • Name: Enter a name for the formletter, up to eight characters.
   • Description: Enter a more descriptive title for the formletter.
   • Associated Form: Select the applicable form from the dropdown menu.
     
     Note: Each document can be associated with only one type of form. Associating the document with a form allows the data to merge from the form into the document.
   • Type of Form: Type of form with which the formletter is associated. This information defaults in when you select an Associated Form.
   • French and English: Select French for a French formletter or English for an English formletter. Select both checkboxes to create two separate formletters—one French and one English.
9. When the Proposal Document Setup screen is complete, click OK.
10. If applicable, you are prompted, "Do you wish to edit the French or English version of your document?" Click French or English.
11. Microsoft Word opens to a blank document. Type the letter, and using the Applied menu to add the necessary fields. See TAM Word Interface for descriptions of the available functions.
12. When you are finished, select Save & Exit from the Applied menu.
13. Click Yes to confirm that you want to save your changes. The new proposal document appears in list.