Page Comparison

This material is meant for members upgrading from Prevail version Version 8 to Version 9.

Specific information about Prevail Premium Features is listed in the Premium Features training.

A comprehensive training plan for staff members is listed in the Staff Training plan.

V8 to V9 Upgrade Training Plan
Training Material Link Instructions and Video Link	Direct Video Link
Generate a Merge Document for a Matter	Generate a Merge Document for a Matter
Modifying Lists in the Databank	Modifying Lists in the Databank
Client Portal Setup and Use	Client Portal Setup and Use
EREtrieve	Download Case Files Using EREtrieve Upload Documents to the ERE using EREtrieve Accessing Appeals Council and OHO Status Reports Through EREtrieve Reset Your EREtrieve Password
Document Designer	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
Report Designer	Report Designer
Downloading Prevail Update (Control Panel)	Downloading Prevail Update (Control Panel)

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