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/wiki/spaces/~7120209cb73d153915400c99268ec5181f20d7/pages/1645707265

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 Messaging

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 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

65.

Client Package

Client Package

76.

Do Not Disturb Mode

Do Not Disturb Mode

87.

Using Sticky Notes

Using Sticky Notes

98.

Running Reports

Running Reports