Prevail 3 Document Management Software Instructions

Creating Letterhead in Microsoft Word
Prevail 3
1. Create a Microsoft Word document that only contains your letterhead. (Make sure that
you do create your letterhead in the header of this document; the text should be in the
actual body of the document.) Save this blank letterhead document anywhere on your
computer (it doesn't need to be saved in your Prevail documents folder).
2. Open a new document in Microsoft Word. Double‐click in the header area of this
document, so that you will be inserting the letterhead into the header of this document.
3. Click on the Insert tab along the top of the screen. Then, click on Object > Object, in the
toolbar.
4. In the Object window, click on the Create from File along the top. Then, click on
'Browse' to navigate to your original letterhead document. Double‐click on the original
letterhead document when you locate it. Before you click 'OK' in the Object window,
make sure you check the "Link to file" box. By checking this box, any changes that you
ever make to your original letterhead will automatically update the document you are
creating.
5. The letterhead from your source document appears in the header of your new document
template. Continue creating the template as usual, and when you're finished, save this
document in your Prevail documents folder.
6. Return to Prevail, and click on 'Forms'.
7. Click 'Add' in the Document List window.
8. Complete the document information, as usual, and then click 'Done'.
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