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New User Training

Topic

Link to video

User Settings

How-To Modify Modifying User Settings

Accessing Prevail Help Dropdown

How to Access Help in Prevail

Accessing Prevail Help Dropdown

Prevail Home Tab

The Prevail Home Tab

Outlook Calendar Sync

How-To Outlook Calendar Sync

Calendar and TasksTask Informational

Calendar and Task Informational

Combined Prevail Search Tool

How to Use Prevail Search Tool in

Prevail Power Search Tool

E-Training 86: Prevail Power Search Tool

Create and Delete Contacts

How-to Create and Delete Contacts in Prevail

Creating Matter/Prospect from a Contact

How to Create Creating a Matter/Prospect from a Contact

Text Messaging 

VIDEO INCOMPLETE--BUG DELAY

Attaching Other Contacts to a Matter (Related Parties Tree)

How-To Attaching Other Contacts to a Matter

History 

How to (Related Parties Tree)

Add, Delete, and Retrieve Deleted History Entries

Add, Delete, and Retrieve Deleted History Entries

Prevail Grid Layouts

Prevail Grid Layouts

E-mailing

Enable Desktop Outlook Email Add-In

Attaching Outgoing Emails in Prevail

How-to Attach Incoming Emails in to Prevail

Document Merge

How-to Generating a Merge Document for a Matter

Generating a Merge Document for a Matter

Using the Prevail Connector Tool

E-Training 41: Using the Prevail Connector Tool

Medical Tab Overview

How-to- Medical Tab Overview

Claims Tab

Adding a New Claim to the Claims/Process Tab

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

Running Reports E-Training 76: How-To in Prevail

Running Reports in Prevail

Sticky Notes E-Training 52: How-To Tab

Sticky Notes Overview

Enabling The Do Not Disturb Mode

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

Have specific training related questions? We’re glad to help. Contact us at training@prevail.net