Page Comparison

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Admin Training #1 (Setup)
Topic	Link to Video
Employee Setup	E-Training 79: How-To Add Employees E-Training 85: How-To Delete Employee/User
Security Group Setup	Security/Group Setup: Adding Security Groups, Employee Types/Security
Control Panel	How to Download Prevail Updates
Law/Case/Contact Type Setup	How-to Modifying Law Type Settings How-To Create a New Contact Type
Databank	How-to Modifying Lists in the Databank
Update Branch Office	Adding Firm to Contacts

Admin Training #2
Document Designer	Creating a New Merge Document Template from Scratch Create a New Merge Document Template by Cloning an Existing Template Transfer your Existing Form Letters into Prevail How to- Deleting a Merge Document Template Creating a Merge Document Package
Questionnaire Setup	How-to: Questionnaire Setup
Process Builder	Creating Processes in the Process Builder
Report Designer	E-Training 80: Report Designer
Dashboards	E-Training 84: Dashboard Designer How-to Set Up Your Dashboard
Contact Consolidation	How-to Consolidating Duplicate Contact Entries
Trust Account Setup	E-Training 71: How-To Trust Account Setup E-Training 57: How-To Using the Trust Ledger Tab
Archiving	Archive a Matter

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