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A comprehensive training plan for staff members is listed in the Staff Training plan.

V8 to V9 Upgrade Training Plan

Training Material Link

Instructions and Video Link

Direct Video Link

1.

Calendar Informational

Calendar Informational

2.

Generate a Merge Document for a Matter

Generate a Merge Document for a Matter

2

3.

Modifying Lists in the Databank

Modifying Lists in the Databank

3

4.

Client Portal Setup and Use

Client Portal Setup and Use

4

5.

Download Case Files Using EREtrieve

Upload Documents to ERE using EREtrieve

Accessing Appeals Council and OHO Status Reports Through EREtrieve

Reset Your EREtrieve Password

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

6.

Create a New Merge Document Template from Scratch

Create a New Merge Document Template by

Closing

Cloning 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

Transfer your Existing Form Letters into Prevail

Deleting a Merge Document Template

Creating a Merge Document Package

6

7.

Report Designer

Report Designer

7

8.

Downloading Prevail Update (Control Panel)

Downloading Prevail Update (Control Panel)

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