changes.mady.by.user mike.doane
Saved on Sept 25, 2023
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Training Material Link
Instructions and Video Link
Direct Video Link
1.
Calendar Informational
2.
Generate a Merge Document for a Matter
3.
Modifying Lists in the Databank
4.
Client Portal Setup and Use
5.
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
6.
Create a New Merge Document Template from Scratch
Create a New Merge Document Template by Closing Cloning 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
7.
Report Designer
8.
Downloading Prevail Update (Control Panel)