E-Training*: Use the Merge Across Related Feature

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

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

Instructions

Click ‘Document Merge’ on the appropriate matter in the Prevail toolbar.
1. The Document Merge window will appear
Enter any character string from the document name in the Search field, and press Enter.
Highlight the desired document and click ‘Next’ or double-click on the document.
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.
Click ‘Next’.
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.
Make any necessary adjustments to the merge document and print as you would normally print a document in your word processing program.
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’.

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