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	Admin Training #2
	Training Material Link Instructions and Video Link	Direct Video Link
1.	Document Designer	Creating a 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
2.	Questionnaire Setup	Questionnaire Setup
3.	Process Builder	Creating Processes in the Process Builder
4.	Report Designer	Report Designer
5.	Dashboards	Dashboard Designer Dashboard Setup
6.	Consolidating Duplicate Contact Entries	Consolidating Duplicate Contact Entries
7.	Trust Account Setup	Trust Account Setup Using the Trust Ledger Tab
8.	Archive a Matter	Archive a Matter

Have specific training related questions? We’re glad to help. Contact us at training@prevail.net

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