This material is meant for members upgrading from Prevail Version 7 to Version 9.
Specific information about Prevail Premium Features is listed in the Premium Features track training.
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Databank
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How-to Modifying Lists in the Databank
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Law/Case/Contact Type Setup
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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 | |
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Running Questionnaires
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9. | Enable Desktop Outlook Email Add-In |
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Document Merge
Negotiations Tab
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Upload Documents to ERE using EREtrieve Accessing Appeals Council and OHO Status Reports Through EREtrieve |
Accessing Appeals Council and OHO Status Reports Through EREtrieve |
14. | 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 |
Creating a New Merge Document Template from Scratch Create a New Merge Document Template by Cloning an Existing Template |
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Dashboard Layouts
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Have specific training related questions? We’re glad to help. Contact us at training@prevail.net