V6 to V9 Upgrade Training Plan

Training Material Link

Instructions and Video Link

Direct Video Link

1.

Employee Setup

Adding Employee / User

Deleting Employee / User

2.

Security Setup

Security/Group Setup: Adding Security Groups, Employee Types/Security

3.

Control Panel: Downloading Prevail Updates

Control Panel: Downloading Prevail Updates

4.

Law/Case/Modifying Law Type Settings

Create a New Contact Type Setup

Modifying Law Type Settings

Creating a New Contact Type

5.

Modifying Lists in the Databank

Modifying Lists in the Databank

6.

Modifying User Settings

Modifying User Settings

7.

Accessing Help Dropdown

Accessing Help Dropdown

8.

Outlook Calendar Sync

Outlook Calendar Sync

9.

Prevail Home Tab

Prevail Home Tab

10.

Prevail Combined Search Tool

Prevail Combined Search Tool

11.

Calendar Informational

Calendar Informational

12.

Create and Delete Contacts in Prevail

Create and Delete Contacts in Prevail

13.

Creating Matter or Prospect from a Contact

Creating Matter or Prospect from a Contact

14.

Text Messaging 

VIDEO INCOMPLETE--BUG DELAY

15.

Attaching Other Contacts to a Matter (Related Parties Tree)

Attaching Other Contacts to a Matter (Related Parties Tree)

16.

How to Add, Delete, and Retrieve Deleted History Entries

How to Add, Delete, and Retrieve Deleted History Entries

17.

E-mailingEnable Desktop Outlook Email Add-In

Attaching Outgoing Emails in Prevail

Attaching Incoming Emails to Prevail

Enable Desktop Outlook Email Add-In

Attaching Outgoing Emails in Prevail

Attaching Incoming Emails to Prevail

18.

Generating a Merge Document for a Matter

Generating a Merge Document for a Matter

19.

Using the Prevail Connector (Linking Tool)

Using the Prevail Connector (Linking Tool)

20.

Medical Tab

Medical Tab

21.

Adding an Evidence Entry

Adding an Evidence Entry

22.

Negotiations TabDemand of Offer Entry to the Negotiation Tab

Using the Settlement Calculator

Demand of Offer Entry to the Negotiation Tab

Using the Settlement Calculator

23.

Adding Employment History in Prevail

Adding Employment History in Prevail

24.

Running an Intake/Update Questionnaire

Running an Intake/Update Questionnaire

25.

Client Portal Setup and Use

Client Portal Setup and Use

26.

Download Case Files Using EREtrieveHow-to

Upload Documents to ERE using EREtrieve

Accessing Appeals Council and OHO Status Reports Through EREtrieve

Reset Your EREtrieve Password

Download Case Files Using EREtrieve

How to Upload Documents to the ERE using EREtrieve

How to Access your Accessing Appeals Council and OHO Status Reports Through EREtrieve

How-to Reset Your EREtrieve Password

27.

Adding a New Claim to the Claims/Process Tab

Updating Claim Status on the Claims/Process Tab

Adding a New Claim to the Claims/Process Tab

Updating Claim Status on the Claims/Process Tab

28.

Create a New Merge Document Template from Scratch

Create a New Merge Document Template by Closing an Existing Template

Document Designer

Creating Transfer your Existing Form Letters into Prevail

Deleting a Merge Document Template

Creating a Merge Document Package

Create 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

Deleting a Merge Document Template

Creating a Merge Document Package

29.

Questionnaire Setup

Questionnaire Setup

30.

Creating Processes in the Process Builder

Incorporating EREtrieve into the Prevail Process User

Creating Processes in the Process Builder

Incorporating EREtrieve into the Prevail Process User

31.

Report Designer

Report Designer

32.

Dashboard Designer

Dashboard Designer

33.

Dashboard Setup

Dashboard Setup

34.

Consolidating Duplicate Contact (Rolodex) Entries

Consolidating Duplicate Contact (Rolodex) Entries

35.

Archive a Matter

Archive a Matter