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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
summaryAura Divider
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Appanvil karma designer
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Aura divider
summaryAdmin Training #1 (Set Up)
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Aura cards
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Aura divider
summaryAdmin Training #2
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Aura cards
summaryCreating 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
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