E-Training*: Generating a Merge Document for a Matter

This How-to covers generating a merge document for a matter.

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

Video LInk: Generating a Merge Document for a Matter

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 Query” box if you want to merge the document in all matters that match a selected query.
2. Check the “Merge Across Related” box if you want to merge the document for more than one Contact of the same type attached to the matter you are working in.
3. Check the “Print Immediately” box if you want the document to immediately print to your default printer, instead of displaying on your screen, upon completion of the merge.
4. Check the “Create Word Document” box if you want the merged document in your word processing program format.
5. Check the “Create PDF” box if you want the merged document in PDF format.
6. Review the default History category, Ledger Time, Ledger Cost, Task, and Notes for the document, and modify as necessary.
Click ‘Next’ and the document merge will be complete.
1. The merged document will display on your screen in the selected format or will be sent to your printer if you selected ‘Print Immediately’.
Make any necessary adjustments to the merge documents.
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’.