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This How-to covers creating a new document template by cloning an existing Prevail document template.

Prevail 9 is compatible with Microsoft Word 2007/2010/2013/2016/Office365 (Microsoft Office 32-bit only) and Corel Word Perfect Suites X3-X6. You must have one of these processors downloaded before you start merging documents.

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

Video Link: Document Designer - Create a New Merge Document Template by Cloning an Existing Template

Instructions

Short, concise steps for users to follow. Consistency is key and less is more.

  1. Click Administration >Document Designer. This will open the Document Designer window.

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

  3. Click on the desired document.

  4. Click ‘Clone’ in the upper right corner of the Document Designer window.

  5. A duplicate copy with ‘Clone’ at the end of the name will appear in the list of available documents.

  6. Double-click the new (Clone) document.

  7. Enter a new name for the document in the Document Name field at the top of the Document Designer window.

  8. For more information on editing the document from here, see ‘E-Training 53: How-to Document Designer - Create a New Merge Document Template from Scratch’

  9. 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.

  10. Close the Document Designer Window

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 41 - Transfer your Existing Form Letters into Prevail

Training Plan for Prevail 7-9 Upgrade

Video 23 - Transfer your Existing Form Letters into Prevail

Training Plan for Prevail 8-9 Upgrade

Video 10 - Transfer your Existing Form Letters Into Prevail

Admin Training #2

Video 10 - Transferring you Existing Form Letters into Prevail

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