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Document Designer

Admin Training #2

Training Material Link

Instructions and Video Link

Direct Video Link

7.

Create a New Merge Document Template from Scratch

Create a New Merge Document Template by Closing an Existing Template

Transfer your Existing Form Letters into Prevail

Deleting a Merge Document Template

Creating a Merge Document Package

Creating a New Merge Document Template from Scratch

Create a New Merge Document Template by Cloning an Existing Template

Transfer your Existing Form Letters into Prevail

Deleting a Merge Document Template

Creating a Merge Document Package

8.

Questionnaire Setup

Questionnaire Setup

9.

Process Builder

Creating Processes in the Process Builder

10.

Report Designer

Report Designer

11.

Dashboards

Dashboard Designer

Dashboard Setup

12.

Consolidating Duplicate Contact Entries

Consolidating Duplicate Contact Entries

13.

Trust Account Setup

Trust Account Setup

Using the Trust Ledger Tab

14.

Archive a Matter

Archive a Matter

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