Documentation
Adding Rolodex Types
Prevail comes pre-loaded with numerous Rolodex types, or roles, that you may select as you set up a new Rolodex entry or attach parties to a prospect or matter. Learn how to add an unlimited number of your own Rolodex types.
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Creating Letterhead in Microsoft Word
Many firms create their own letterhead using their word processing program. Learn how to make your own custom letterhead to use in your Prevail merge documents if you use Microsoft Word.
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Creating Letterhead in WordPerfect
Many firms create their own letterhead using their word processing program. Learn how to make your own custom letterhead to use in your Prevail merge documents if you use WordPerfect.
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Databank
Prevail allows you to customize many of the drop-down lists that you see throughout the program. Learn how to modify these lists in Prevail's Databank.
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Deleting Rolodex Entries
Learn how to delete Rolodex entries that are not attached to any of your matters or prospects.
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Downloading Prevail Updates
You'll want to keep your Prevail updated to the latest and greatest. Learn how to download updates through your Prevail Control Panel.
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Merge Across Related
The "Merge Across Related" feature can save you loads of time when merging documents! It allows you to merge the same document for multiple parties of the same type attached to a matter or prospect. For example, you may merge a records request letter to all of the medical providers attached to a matter at the same time, rather than having to merge each one individually.
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Pack and Reindex
"Pack & Reindex" is a clean-up procedure of sorts for your Prevail database. Packing permanently removes and frees up space taken by deleted records, and reindexing re-sorts your database files in optimum order.