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4. Task Tab

   1. For Prevail to automatically schedule a task when this document is merged, enter the following

      • Task Subject

      • Task Type

      • Task Start: # of days after merge that the task should start.

      • Task Due: # of days after the merge that the task is due.

      • Task Assigned: Name/ type of user to whom the task should be assigned.

5. In the Document Designer window, double-click on each document you want to include in the document package, in the order which you want them to appear.

   1. If you need to remove a document from the package, double-click on the document and delete it from the package.

6. Click, 'Save' at the top of the Document Designer window.

\uD83D\uDCCB Related  Related articles

Transferring Your Existing Form Letters into Prevail, Creating a New Merge Document Template by Cloning an Existing Template, Creating a Merge Document Package, Creating Merge Document Templates from Adobe PDF Files, Deleting a Merge Document Template

Training Track for Prevail 6-9 Upgrade