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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) | ||
Training Material Link Instructions and Video Link | Direct Video Link | |
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2. | Security/Group Setup: Adding Security Groups, Employee Types/Security | |
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Admin Training #2 | ||
Training Material Link Instructions and Video Link | Direct Video Link | |
7. | 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 | |
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