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V7 to V9 Upgrade Training Plan

Training Material Link

Instructions and Video Link

Direct Video Link

1.

Modifying Law Type Settings

Create a New Contact Type

Modifying Law Type Settings

Create a New Contact Type

2.

The Prevail Home Tab

The Prevail Home Tab

3.

Outlook Calendar Sync

Outlook Calendar Sync

4.

Calendar Informational

Calendar Informational

5.

Create and Delete Contacts in Prevail

Create and Delete Contacts in Prevail

6.

Text Messaging VIDEO INCOMPLETE--BUG DELAY

Text Messing**Video Under Construction

7.

Attaching Other Contacts to a Matter (Related Parties Tree)

Attaching Other Contacts to a Matter (Related Parties Tree)

8.

Attaching Other Contacts to a Matter

Running an Intake/Update Questionnaire

9.

Enable 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

10

Generating a Merge Document for a Matter

Generating a Merge Document for a Matter

11.

Demand of Offer Entry to the Negotiation Tab

Using the Settlement Calculator

Demand of Offer Entry to the Negotiation Tab

Using the Settlement Calculator

12.

Client Portal Setup and Use

Client Portal Setup and Use

13.

Download Case Files Using EREtrieve

Upload Documents to ERE using EREtrieve

Accessing Appeals Council and OHO Status Reports Through EREtrieve

Reset Your EREtrieve Password

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

14.

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

Transfer your Existing Form Letters into Prevail

Deleting a Merge Document Template

Creating a Merge Document Package

15.

Questionnaire Setup

Questionnaire Setup

16.

Download Prevail Updates (Control Panel)

Download Prevail Updates (Control Panel)

17.

Report Designer

Report Designer

18.

Dashboard Designer

Dashboard Designer

19.

Dashboard Set Up & Layouts

Dashboard Set Up & Layouts

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