E-Training*: Create a Merge Document Package

This How-to will cover creating a ‘package’ or grouping of documents that can be produced in one merge rather than creating each document separately.

NOTE: This feature only works with Microsoft Word [2007/2010/2013/2016/Office365 (Microsoft Office 32-bit only)], not WordPerfect.

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

Video Link: Create a Merge Document Package

Instructions

1. Click Administration > Document Designer.

2. Click ‘Create’ at the top of the Document Designer window.

   1. Choose the law type for this document. If the document will be used in more than one law type, choose “Generic”.

3. Check the “Document Package” box.

4. Enter the Document Name and click ‘Save’

5. Complete the following document property fields.

   1. Category

      1. How the document will be categorized in the Document Designer window and in the merge window when generating a merge document.

   2. Settings: History Category 

      1. How the document will be categorized on the History tab when merged in a matter.

   3. Settings: Header/ Footer Codes

      1. Select whether the document will have merge fields in the header only, footer only, both, or neither.

Note: By default, the program assumes that the document does not have field codes in the header or footer.   

1. Settings: Detail

   1. Enter a description of the document

2. Ledger Cost: Timekeeper/Cost Category/ override Category/Cost 

   1. For prevail to automatically create a cost entry on the Ledger when the document is merged, select the user whose name should be associated with that cost entry and how it should be categorized.

Warning: If you check the ‘Override Category’ box, then the cost amount you enter for this template will override any default cost you have set up for the selected cost Category in the Databank.

3. Ledger Time: Timekeeper/time Category/Override Category/Hours/Calculate

   1. If you check the “Override Category” box, then the “Hours” you enter for this template will override any default hours you have set up for the selected Time Category in the Databank.

Note: If you do not want the amount field on the Ledger to calculate, leave the calculate box unchecked.

4. Task Tab

   1. For Prevail to automatically schedule a task when this document is merged, enter the following

      • Task Subject

      • Task Type

      • Task Start: # of days after merge that the task should start.

      • Task Due: # of days after the merge that the task is due.

      • Task Assigned: Name/ type of user to whom the task should be assigned.

5. In the Document Designer window, double-click on each document you want to include in the document package, in the order which you want them to appear.

   1. If you need to remove a document from the package, double-click on the document and delete it from the package.

6. Click, 'Save' at the top of the Document Designer window.

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