Content Comparison

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Specific information about Prevail Premium Features is listed in the Premium Features training.

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

V7 to V9 Upgrade Training Plan
	Training Material Link Instructions and Video Link	Direct Video Link
1.	Modifying Law Type Settings Create a New Contact Type	Modifying Law Type Settings Create a New Contact Type
2.	The Prevail Home Tab	The Prevail Home Tab
3.	Outlook Calendar Sync	Outlook Calendar Sync
4.	Calendar Informational	Calendar Informational
5.	Create and Delete Contacts in Prevail	Create and Delete Contacts in Prevail
6.	Text Messaging	Text

Messing**Video Under Construction

Messaging
7.	Attaching Other Contacts to a Matter (Related Parties Tree)	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	Enable Desktop Outlook Email Add-In Attaching Outgoing Emails in Prevail Attaching Incoming Emails to Prevail
10	Generating a Merge Document for a Matter	Generating a Merge Document for a Matter
11.	Demand of Offer Entry to the Negotiation Tab Using the Settlement Calculator	Demand