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To view an instructional video of these steps, click the link below.

https://share.synthesia.io/e613d3fb-edba-4f2c-ace1-5fab70bba9ec Video Link: Create a New Merge Document Template from Scratch

Instructions

  1. Click Administration> Document Designer.

  2. Click Create at the top of the Document Designer window.

    1. Choose the law type where the document will be used.

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  1. Close the Document Designer Window

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

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Video 35 - Create a New Merge Document Template by Cloning an Existing Template

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Video 23 - Create a New Merge Document Template by Cloning an Existing Template

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Video 10 - Creating a New Merge Document Template by Cloning an Existing Template