...
To view an instructional video of these steps, click the link below.
https://share.synthesia.io/e613d3fb-edba-4f2c-ace1-5fab70bba9ec Video Link: Create a New Merge Document Template from Scratch
Instructions
Click Administration> Document Designer.
Click Create at the top of the Document Designer window.
Choose the law type where the document will be used.
...
Close 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 35 41 - Create a New Merge Document Template by Cloning an Existing Template
Training
...
Plan for Prevail 7-9 Upgrade
Video 22 - Create a New Merge Document Template by Cloning an Existing Template
Training
...
Plan for Prevail 8-9 Upgrade
Video 10 - Creating a New Merge Document Template by Cloning an Existing Template
Admin Training #2
Video 10 - Create a New Merge Document Template by Cloning an Existing Template