Prevail User Knowledge Base

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 14 Next »

This How-to covers deleting document templates in the Document Designer that you do not need.

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

Video Link: Deleting a Merge Document Template

Instructions

  1. Click Administration > Document Designer.

    1. The Document Designer window will appear.

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

  3. Click ‘Delete’ at the top of the Document Designer window.

  4. Click ‘Delete’ again to confirm that you want to delete the merge document template.

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 42 - Create a Merge Document Package

Training Plan for Prevail 7-9 Upgrade

Video 25 - Creating a Merge Document Package

Training Plan for Prevail 8-9 Upgrade

Video 12 - Creating a Merge Document Package

Admin Training #2

Video 12 - Create a Merge Document Package

  • No labels