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.
V8 to V9 Upgrade Training Plan | ||
Training Material Link Instructions and Video Link | Direct Video Link | |
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Document Merge
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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 |
6. | Create 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 |
Creating a New Merge Document Template from Scratch Create a New Merge Document Template by Cloning an Existing Template |
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Have specific training related questions? We’re glad to help. Contact us at training@prevail.net