...
To view these steps through an instructional video, click the link below.
https://share.synthesia.io/4cd92e1d-c2bb-4834-a1c9-1530430f5f1d Video Link: Create a Merge Document Package
Instructions
Click Administration > Document Designer.
Click ‘Create’ at the top of the Document Designer window.
Choose the law type for this document. If the document will be used in more than one law type, choose “Generic”.
Check the “Document Package” box.
Enter the Document Name and click ‘Save’
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
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.
...
Task Tab
For Prevail to automatically schedule a task when 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.
In the Document Designer window, double-click on each document you want to include in the document package, in the order which you want them to appear.
If you need to remove a document from the package, double-click on the document and delete it from the package.
Click, 'Save' at the top of the Document Designer window.
Related articles
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
...
Plan for Prevail 6-9 Upgrade
Video 39 44 - Questionnaire Setup
Training
...
Plan for Prevail 7-9 Upgrade
Video 26 - Questionnaire Setup
Training
...