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To view these steps through an instructional video, click below.
E-Training*Video LInk: Generating a Merge Document for a Matter
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Note: The merged document will automatically be saved on the matter’s History tab.
\uD83D\uDCCB Related Related articles
Merge Across Related, Merge Across Query, Client Package, PowerSearch,
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Training Plan for Prevail 8-9 Upgrade
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Video 17 - Using the Prevail Connector Tool