Prevail 10 E-Training*: Import Button (Document Designer)

The import feature allows you to add existing documents to your Prevail document database as templates to be merged into matters.

Rather than recreating documents from scratch, importing allows you to utilize documents your firm already uses. After importing, you can open the document in Document Designer to insert merge codes.

Instructions

1. Go to Administration>Document Designer

2. Click Import

   1. Your computer’s file explorer will appear

3. Click on the file you would like to import

   1. Double click or click the file name once, and click ‘open’.

4. Select the Document Type

   1. This is the law type you want this document to appear in Prevail

   2. Select ‘Generic’ if you want this document to appear across all law types

5. The document title will be the name of the file. If you would like to change this, type the new name in this field.

6. Click ‘Save.’

7. If you would like to add merge codes, follow the instructions in ‘Prevail 10 E-Training*: Document Designer.’