How-to Use the Merge Across Related Feature.

This How-to covers using the merge across related feature.

This is a Huge Time Saving Feature! Suppose you have a matter with six medical providers attached and you need to send a request for records to each of them. Using the techniques described below you can create six letters, six cost entries, six time entries, and six follow up tasks in less than 30 seconds without typing a single keystroke!

\uD83D\uDCD8 Instructions

1. Click ‘Document Merge’ on the appropriate matter in the Prevail toolbar.

   1. The Document Merge window will appear

2. Enter any character string from the document name in the Search field, and press Enter.

3. Highlight the desired document and click ‘Next’ or double-click on the document.

4. In the next window, you have several options:

   1. Check the “Merge Across Related” box if you want to merge the document in all matters that match a selected query.

   2. You may set or change any of the values for Ledger Time, Ledger Cost, and Task to create a corresponding entry for each.

5. Click ‘Next’.

6. If there is more than one of the same related party type the letter is coded to fetch, you will see a list of possible choices.

   1. Hold down the Ctrl key and click on each of the ones you want.

   2. Click 'Next'.

   3. After Prevail builds the document, it will display the document in your word processing program.

7. Make any necessary adjustments to the merge document and print as you would normally print a document in your word processing program.

8. Close the word processing program window. If you made any post-merge changes to the document, you will be prompted to save the changes you made. Click ‘Yes’.

   1. Note: The merged document will automatically be saved on the matter’s History tab.

\uD83D\uDCCB Related articles

Merge Across Related, Generating a Merge Document for a Matter, Client Package, PowerSearch,