Page Comparison

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	Staff Training #1
	Training Material Link Instructions and Video Link	Direct Video Link
1.	User Settings	Modifying User Settings
2.	Help Dropdown	Accessing Help in Prevail
3.	Home Tab	The Prevail Home Tab
4.	Combined Search	Prevail Search Tool
5.	Power Search	Prevail Power Search
6.	Outlook Calendar Sync	Outlook Calendar Sync
7.	Calendar Informational	Calendar Informational
8.	Create and Delete Contacts in Prevail	Create and Delete Contacts in Prevail
9.	Text Messaging in Prevail	Text MessagingVideo Under Construction**
10.	Creating Matters from Contacts	Creating Matters from Contacts
11.	Attaching Other Contacts to Matter (Related Parties Tree)	Attaching Other Contacts to a Matter (Related Parties Tree)
12	History Tab (Add, Delete, and Retrieve Entries)	History Tab (Add, Delete, and Retrieve Entries)
13.	Prevail Grid Layouts	Prevail Grid Layouts
Staff Training #2
	Training Material Link Instructions and Video Link	Direct Video Link
14.	Email Overview	Enable Desktop Outlook Email Add-In Attaching Outgoing Emails in Prevail Attaching Incoming Emails to Prevail
15.	Document Merge	Generating a Merge Document for a Matter
16.	Using the Prevail Connector	Using the Prevail Connector
17.	Medical Tab Overview	Medical Tab Overview
18.	Evidence Tab: Adding an Evidence Entry	Evidence Tab: Adding an Evidence Entry
19.	Negotiations Tab	Demand of or Offer Entry to the Negotiation Tab Using the Settlement Calculator
20.	Adding Employment History	Adding Employment History
21.	Disabilities Tab: Adding Ailments	Disabilities Tab: Adding Ailments
22.	Adding Damage Entries	Adding Damage Entries

	Staff Training #3
	Training Material Link Instructions and Video Link	Direct Video Link
1.	Claims Tab	Adding a New Claim to the Claims/Process Tab Updating the Status of a Claim on the Claims/Process Tab
2.	Adding Ledger Entries	Adding Ledger Entries
3.	Intake/Update Questionnaires	Intake/Update Questionnaires
4.	EREtrieve	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
5.	Client Portal Setup & Use	Client Portal Setup & Use
6.	Client Package	Client Package
7.	Do Not Disturb Mode	Do Not Disturb Mode
8.	Using Sticky Notes	Using Sticky Notes
9.	Running Reports	Running Reports

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Versions Compared

Old Version 12

New Version 13

Key

Staff Training #1

Staff Training #2

Staff Training #3