changes.mady.by.user mike.doane
Saved on Sept 25, 2023
changes.mady.by.user Carly Ventura
Saved on Sept 28, 2023
...
Training Material Link
Instructions and Video Link
Direct Video Link
1.
Calendar Informational
12.
Generate a Merge Document for a Matter
23.
Modifying Lists in the Databank
34.
Client Portal Setup and Use
45.
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
56.
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
67.
Report Designer
78.
Downloading Prevail Update (Control Panel)
Have specific training related questions? We’re glad to help. Contact us at training@prevail.net