This material is meant for members upgrading from Prevail version Version 8 to Version 9.
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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.
Document Merge
V8 to V9 Upgrade Training Plan | ||
Training Material Link Instructions and Video Link | Direct Video Link | |
Law/Case/Contact Type Setup
Home Tab
Outlook Calendar Sync
Calendar
Contacts
Text Messaging
Related Parties Tree
Running Questionnaires
E-mailing
1. | ||
2. |
Negotiations Tab
Client Portal
EREtrieve
How-to Download Case Files Using EREtrieve
How to Upload Documents to the ERE using EREtrieve
How to Access your Appeals Council and OHO Status Reports Through EREtrieve
Questionnaire Setup
Control Panel
6. |
Dashboard Designer
Dashboard Layouts
7. |
Have specific training related questions? We’re glad to help. Contact us at training@prevail.net