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This material is meant for members seeking training on Prevail’s premium features

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

Premium Features Overview and Training

Training Material Link

Instructions and Video Link

Direct Video Link

Generate a Merge Document for a Matter

Generate a Merge Document for a Matter

Modifying Lists in the Databank

Modifying Lists in the Databank

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 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

Report Designer

Report Designer

Downloading Prevail Update (Control Panel)

Downloading Prevail Update (Control Panel)

eSignature **

Implementing and Using e-Signature in Prevail

/wiki/spaces/PKB/pages/1681063937

Implementing and Using e-Signature in Prevail

Prepare a Document for e-Signature

Client Portal

Client Portal Setup and Use

Client Facing Training for Prevail Client Portal

Client Portal Setup and Use

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

Client Facing Training for Prevail Client Portal

Insurance Branch Integration

Enabling Insurance Branch Integration

/wiki/spaces/PREV/pages/1642135553

Inbound Leads / Prospects

**Coming Soon

Medical Records**

**Coming Soon