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Prevail 9 is compatible with Microsoft Word 2007/2010/2013/2016/Office365 (Microsoft Office 32-bit only) and Corel Word Perfect Suites X3-X6. You must have one of these processors downloaded before you start merging documents.

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

Video Link: Document Designer - Create a New Merge Document Template by Cloning an Existing Template

Instructions

Short, concise steps for users to follow. Consistency is key and less is more.

Click Administration >Document Designer. This will open the Document Designer window.
Locate the desired document by browsing documents Or by using the ‘Search’ field and entering any part of a documents filename.
Click on the desired document.
Click ‘Clone’ in the upper right corner of the Document Designer window.
A duplicate copy with ‘Clone’ at the end of the name will appear in the list of available documents.
Double-click the new (Clone) document.
Enter a new name for the document in the Document Name field at the top of the Document Designer window.
Complete the following document property fields.
Category
How
the
document will be categorized in the
Document Designer
window and in the merge
window
when generating a merge document.
Settings: History Category
1. How the document will be categorized on the History tab when merged in a matter.

Settings: Header/ Footer Codes

Select whether the document will have merge fields in the header only, footer only, both, or neither.

Note:

By default, the program assumes that the document does not have field codes in the header or footer

.

Settings: Detail
1. Enter a description of the document
Ledger Cost: Timekeeper/Cost Category/ override Category/Cost
1. For prevail to automatically create a cost entry on the Ledger when the document is merged, select the user whose name should be associated with that cost entry and how it should be categorized.
  - Warning: If you check the ‘Override Category’ box, then the cost amount you enter for this template will override any default cost you have set up for the selected cost Category in the Databank.
Ledger Time: Timekeeper/time Category/Override Category/Hours/Calculate
1. If you check the “Override Category” box, then the “Hours” you enter for this template will override any default hours you have set up for the selected Time Category in the Databank.
  - Note: If you do not want the amount field on the Ledger to calculate, leave the calculate box unchecked.
Task Tab
1. For Prevail to automatically schedule a task hen 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.

Insert merge fields into document using these steps:

Position curser where you want to insert merge field
Click on the appropriate merge field on the left side of the Document Designer window.

Double-Click on the appropriate field in the column on the right side of the Document Designer window to insert this into your document template.

For more information on editing the document from here, see ‘E-Training 53: How-to Document Designer - Create a New Merge Document Template from Scratch’
IMPORTANT: Click ‘Save’ at the top of the Document Designer window.
1. Caution: Do not use the ‘Save’ or ‘Save As’ in your word processing program, this will delete everything inside of the Document Designer.
Close the Document Designer Window