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

https://share.synthesia.io/dd5c12b6-6710-48d8-bfd2-adf057993667 Video Link: Deleting a Merge Document Template

Instructions

  1. Click Administration > Document Designer.

    1. The Document Designer window will appear.

  2. Locate the desired document by browsing all documents OR by using the ‘Search’ field and entering any part of the document’s filename.

  3. Click ‘Delete’ at the top of the Document Designer window.

  4. Click ‘Delete’ again to confirm that you want to delete the merge document template.

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

Training

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Plan for Prevail 6-9 Upgrade

Video 43 - Create a Merge Document Package

Training Plan for Prevail 7-9 Upgrade

Video 25 - Creating a Merge Document Package

Training Plan for Prevail 8-9 Upgrade

Video 13 - Creating a Merge Document Package

Admin Training #2

Video 13 - Create a Merge Document Package