This material is structured for members serving in an Admin role within Prevail. Once the account is setup properly, staff members will require training. For the staff training for the staff member training plan
Whether your firm is new to Prevail and setting it up, verifying it was previously set up correctly, or you are new to the role and are seeking training, welcome. We’ve got you!
Admin Training #1 (Setup) | |
Topic | Link to Video |
Security/Group Setup: Adding Security Groups, Employee Types/Security | |
Adding Firm to Contacts | |
Admin Training #2 | |
Creating a Merge Document Template from Scratch Create a New Merge Document Template by Cloning an Existing Template Transfer your Existing Form Letters into Prevail | |
Have specific training related questions? We’re glad to help. Contact us at training@prevail.net