V7 to V9 Upgrade Training Plan

Training Material Link

Instructions and Video Link

Direct Video Link

Law/Case/Contact Type Setup

How-to Modifying Law Type Settings

How-To Create a New Contact Type

Home Tab

The Prevail Home Tab

Outlook Calendar Sync

How-To Calendar Sync

Calendar 

Calendar Informational

Contacts

How-to Create and Delete Contacts in Prevail

Text Messaging 

VIDEO INCOMPLETE--BUG DELAY

Related Parties Tree

How-To Attaching Other Contacts to a Matter

Running Questionnaires

How-To Running an Intake/Update Questionnaire

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

Negotiations Tab

Demand of Offer Entry to the Negotiation Tab

Using the Settlement Calculator

Client Portal

E-Training 99: How-To Setup and Use Client Portal

EREtrieve

How-to Download Case Files Using EREtrieve

How to Upload Documents to the ERE using EREtrieve

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

How-to Reset Your EREtrieve Password

Document Designer

Creating 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

How to- Deleting a Merge Document Template

Creating a Merge Document Package

Questionnaire Setup

How-to: Questionnaire Setup

Control Panel

How to Download Prevail Updates

Report Designer

E-Training 80: Report Designer

Dashboard Designer

E-Training 84: Dashboard Designer

Dashboard Layouts

How-to Set Up Your Dashboard