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Video Link: Document Designer - Transfer your Existing Form Letters into Prevail
\uD83D\uDCD8 Instructions Instructions
Open your existing form letter in Microsoft Word or WordPerfect.
Save the document in this location: X:\PREVAIL_SERVER\docs\(Law Type for Document)
'X'= the drive on which your Prevail server is installed
(Law Type for Document)= choose a law type folder such as Social Security or Generic
Warning: If you use Microsoft Word, you will need to select Word 97-2003 Document (.doc format) as the “save as” type. Do not leave the document in .docx format.
Close this Word/ Word Perfect document and return to Prevail.
Click Administration > Document Designer.
Locate the new document by browsing all documents OR using the ‘Search’ field and entering any part of the document name.
Once located, double-click on the desired document to open it.
IMPORTANT: Click ‘Save’ at the top of the Document Designer window.
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
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