changes.mady.by.user Carly Ventura
Saved on Sept 28, 2023
Saved on Jan 30, 2024
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Training Material Link
Instructions and Video Link
Direct Video Link
1.
Modifying Law Type Settings
Create a New Contact Type
2.
The Prevail Home Tab
3.
Outlook Calendar Sync
4.
Calendar Informational
5.
Create and Delete Contacts in Prevail
6.
Text Messaging
Text Messaging**Video Under Construction
7.
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
10
Generating a Merge Document for a Matter
11.
Demand of Offer Entry to the Negotiation Tab
Using the Settlement Calculator
Demand or Offer Entry to the Negotiation Tab
12.
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
Upload Documents to the ERE using EREtrieve
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
15.
Questionnaire Setup
16.
Download Prevail Updates (Control Panel)
17.
Report Designer
18.
Dashboard Designer - Setting Up
Dashboard Designer- Setting Up
19.
Using Your Dashboards