This material is structured for members serving in an Admin role within Prevail. Once the account is setup set up properly, staff members will require training. For the staff training for the staff member training planconsider the Staff Member Plan as your next step in the training process.

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!

Link to Video

Admin Training #1 (Setup)

Topic

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.	Control Panel (Updating Prevail)	Downloading Prevail Updates
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 Firm to Contacts	Adding Firm to Contacts

Great! Now that you’ve done the initial setup of your Prevail, you’ll focus on the Staff Training curriculum before returning to back here for Admin Training #2.

Click here for Staff Training #1

Click here for Staff Training #2

Admin Training #2

Training Material Link

Instructions and Video Link

Direct Video Link

7.

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

Designer

Package	Creating a New 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
8.	Questionnaire Setup	Questionnaire Setup
9.	Process Builder	Creating Processes in the Process Builder
10.	Report Designer	Report Designer
11.	Dashboards	Dashboard Designer