changes.mady.by.user mike.doane
Saved on Sept 06, 2023
changes.mady.by.user Kyle Higgins
Saved on Sept 12, 2023
...
Training Material Link
Instructions and Video Link
Direct Video Link
1.
Generate a Merge Document for a Matter
2.
Modifying Lists in the Databank
3.
Client Portal Setup and Use
4.
Download Case Files Using EREtrieve
Upload Documents to ERE using EREtrieve
Accessing Appeals Council and OHO Status Reports Through EREtrieve
Reset Your EREtrieve Password
Upload Documents to the ERE using EREtrieve
5.
Create a New Merge Document Template from Scratch
Create a New Merge Document Template by Closing an Existing Template
Transfer your Existing Form Letters into Prevail
Deleting a Merge Document Template
Creating a Merge Document Package
Creating a New Merge Document Template from Scratch
Create a New Merge Document Template by Cloning an Existing Template
6.
Report Designer
7.
Downloading Prevail Update (Control Panel)