E-Training 51*: How to Document Designer - Transfer your Existing Form Letters into Prevail

The How-to will cover how to transfer existing form letters into your Prevail document folder.

Prevail 9 is compatible with Microsoft Word 2007/2010/2013/2016/Office 365 (Microsoft Office 32-bit only) and Corel Word Prefect Suites X3-X6 (fully service packed). Before you can start merging documents, one of these word processors must be installed on the machine that is running Prevail.

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

https://share.synthesia.io/6ad9537d-ca0b-4fb5-abf6-e3a44ec3b27b

\uD83D\uDCD8 Instructions

1. Open your existing form letter in Microsoft Word or WordPerfect.

2. Save the document in this location: X:\PREVAIL_SERVER\docs\(Law Type for Document)

   1. 'X'= the drive on which your Prevail server is installed

   2. (Law Type for Document)= choose a law type folder such as Social Security or Generic

      1. 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.

3. Close this Word/ Word Perfect document and return to Prevail.

4. Click Administration > Document Designer.

5. Locate the new document by browsing all documents OR using the ‘Search’ field and entering any part of the document name.

6. Once located, double-click on the desired document to open it.

7. IMPORTANT: Click ‘Save’ at the top of the Document Designer window.

   1. Caution: Do not use the ‘Save’ or ‘Save As’ in your word processing program, this will delete everything inside of the Document Designer.

8. Close the Document Designer Window

9. how to create matters in prevail
   

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