Page Comparison

...

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
1.	Employee Setup Tab	Employee Setup (Add Employee) Delete Employee/User
2.	Security Group Setup	Security/Group Setup: Adding Security Groups, Employee Types/Security
3.	Downloading Prevail Updates (Control Panel)	Downloading Prevail Updates (Control Panel)
4.	Law/Case/Contact Type Setup	Modifying Law Type Settings Creating a New Contact Type
5.	Modifying Lists in the Databank	Modifying Lists in the Databank
6.	Adding Your Firm to Contacts	Adding Your Firm to Contacts

	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 MessingVideo 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 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

...

Versions Compared

Old Version 10

New Version 11

Key

Admin Training #1 (Setup)

Staff Training #1

Staff Training #2