New User Training

Topic

Link to video

User Settings

How-To Modify User Settings

Help Dropdown

How to Access Help in Prevail

Home Tab

The Prevail Home Tab

Outlook Calendar Sync

How-To Calendar Sync

Calendar and Tasks

Calendar Informational

Combined Search Tool

How to Use Search Tool in Prevail

Power Search Tool

E-Training 86: Prevail Power Search

Contacts

How-to Create and Delete Contacts in Prevail

Creating Matter/Prospect from a Contact

How to Create a Matter from a Contact

Text Messaging 

VIDEO INCOMPLETE--BUG DELAY

Related Parties Tree

How-To Attaching Other Contacts to a Matter

History 

How to Add, Delete, and Retrieve Deleted History Entries

Grid Layouts

Prevail Grid Layouts

E-mailing

Enable Desktop Outlook Email Add-In

Attaching Outgoing Emails

How-to Attach Incoming Emails in Prevail

Document Merge

How-to Generating a Merge Document for a Matter

Connector Tool

E-Training 41: Using the Prevail Connector

Medical Tab

How-to- Medical Tab

Claims Tab

Adding a New Claim to the Claims/Process Tab

Updating the Status of a Claim on the Claims/Process Tab

Reports

E-Training 76: How-To Running Reports

Sticky Notes

E-Training 52: How-To Sticky Notes

Do Not Disturb Mode

E-Training 07: How to Turn on the Do Not Disturb Mode