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Welcome to Prevail Admin Training Plan!

You have two primary options for navigation:

Option 1: Accessing the Training Plan, Click on the "Admin Training Road Map" button to access the full training program. This will take you to the Training Plan, where you can get a comprehensive view of the entire training curriculum.

Option 2: Subject Tabs, you can click on the tabs corresponding to the subjects you would like to learn about. Each tab represents a specific subject or topic area.

Aura divider

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Aura Divider

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Appanvil karma designer

summary	Admin Training Road Map Start Here Lorem Ipsum Lorem ipsum dolor amet Learn More →
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Admin Training #1 (Set Up)

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Aura cards

summary

Add Employees Delete Employee/User Security/Group Setup: Adding Security Groups, Employee Types/Security Download Prevail Updates Modifying Law Type Settings Create a New Contact Type Modifying Lists in the Databank Adding Firm To Contacts

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Aura divider

summary

Admin Training #2

params

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Aura cards

summary

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 Questionnaire Setup Creating Processes in the Process Builder Report Designer Dashboard Designer Set Up Your Dashboard Consolidating Duplicate Contact Entries Trust Account Setup Using the Trust Ledger Tab Archive a Matter

params

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Versions Compared

Old Version 2

New Version Current

Key

Welcome to Prevail Admin Training Plan!