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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 training.

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

Law/Case/

1.

Modifying Law Type Settings

Create a New Contact Type

Setup

How-to

Modifying Law Type Settings

How-To

Create a New Contact Type

2.

The Prevail Home Tab

The Prevail Home Tab

3.

Outlook Calendar Sync

How-To

Outlook Calendar Sync

Calendar 

4.

Calendar Informational

Calendar Informational

5.

Create and Delete Contacts in Prevail

How-to

Create and Delete Contacts in Prevail

6.

Text Messaging 

VIDEO INCOMPLETE--BUG DELAY

Text Messaging

7.

Attaching Other Contacts to a Matter (Related Parties Tree)

How-To

Attaching Other Contacts to a Matter

Running Questionnaires

How-To

(Related Parties Tree)

8.

Attaching Other Contacts to a Matter

Running an Intake/Update Questionnaire

E-mailing

9.

Enable Desktop Outlook Email Add-In

Attaching Outgoing Emails in Prevail

Attaching Incoming Emails to Prevail

Enable Desktop Outlook Email Add-In

Attaching Outgoing Emails

How-to Attach

in Prevail

Attaching Incoming Emails

in How-to

to Prevail

10

Document Merge

Generating a Merge Document for a Matter

Generating a Merge Document for a Matter

Negotiations

11.

Demand of Offer Entry to the Negotiation Tab

Using the Settlement Calculator

Demand

of

or Offer Entry to the Negotiation Tab

Using the Settlement Calculator

12.

Client Portal

E-Training 99: How-To

Setup and Use

Client Portal Setup and Use

13.

Download Case Files Using EREtrieve

How-to

Upload Documents to ERE using EREtrieve

Accessing Appeals Council and OHO Status Reports Through EREtrieve

Reset Your EREtrieve Password

Download Case Files Using EREtrieve

How to

Upload Documents to the ERE using EREtrieve

How to Access your

Accessing Appeals Council and OHO Status Reports Through EREtrieve

How-to

Reset Your EREtrieve Password

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

Document Designer

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

How to-

Deleting a Merge Document Template

Creating a Merge Document Package

15.

Questionnaire Setup

How-to:

Questionnaire Setup

16.

Download Prevail Updates (Control Panel)

How to

Download Prevail Updates (Control Panel)

17.

Report Designer

E-Training 80:

Report Designer

18.

Dashboard Designer

E-Training 84: Dashboard Designer

Dashboard Layouts

How-to Set Up Your Dashboard

- Setting Up

Dashboard Designer- Setting Up

19.

Using Your Dashboards

Using Your Dashboards

Have specific training related questions? We’re glad to help. Contact us at training@prevail.net