Document Library - Schedules, Proposals, and Summary Documents

1. In the Document Library data entry form, select the document you want to copy from in the Schedule/Proposal/Summary Documents grid.
2. Click the Copy icon on the toolbar or, from the menu, select File>Copy. A copy of the selected document appears in the grid.
3. With the copy selected, click Edit. The document information appears in the fields.
4. Verify that the Active box is checked.
5. Verify or change the document Category. Use the Add New Category link to create a new category and add this document to it.
6. Enter a new Document Name and change the Author, if applicable.
7. The Merge Template is display only and shows the template of the document you copied.
8. If needed, you can click Edit Document Sections to open the SPS Document Section Editor. From the SPS Document Section Editor you can modify the merge fields you want to include in this new main document.
9. If desired, enter a Description to help in identifying the purpose or use of the document.
10. Click Launch Word. The document opens in Word for editing. When you are finished, save the document and close Word.
11. The Document Library data entry form appears with a message saying that you've changed the mail merge main document. Click OK to save the changes you have made to the database, or Cancel to not save the changes.
12. Click Update. The newly updated document appears in the Schedule/Proposal/Summary Documents grid.

1. From the Document Library data entry form, click New. The main document data entry fields appear.
2. Select a Type and Category or use the Add New Category link to create a new category and add this document to it.
3. Enter a Document Name or click Browse to locate an existing document to insert into your new document.
4. Enter/verify the Author's name.
5. Select the appropriate Merge Template.
6. If you browsed and inserted a document into your new SPS document, you must select the template that was originally used to create the imported SPS document.
7. If desired, enter a Description to help in identifying the purpose and use of the document.
8. Select the Type of document you are creating: Create Proposal, Create Schedule, or Create Summary. The document is added to the Schedule/Proposal/Summary Documents grid.

Before clicking to Create your New SPS document, open the Select Sections to Include section, and uncheck any sections you do not want to include in your new document.

Once the SPS document is created, you can always use the Edit Document Sections link in Edit mode to add and delete sections; delete fields, and move the sections and fields.

The table below lists the permanent main documents for Schedules and Proposals included in AMS360. You can copy these documents to customize them for your agency's needs.

You cannot delete permanent main documents. However, you can clear the Active box. Doing this causes the document to not appear in the list of available documents in the Schedules/Proposals/Summaries data entry form.