Content Comparison

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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.

V6 to V9 Upgrade Training Plan
	Training Material Link Instructions and Video Link	Direct Video Link
1.	Employee Setup	Adding Employee / User Deleting Employee / User
2.	Security Setup	Security/Group Setup: Adding Security Groups, Employee Types/Security
3.	Control Panel: Downloading Prevail Updates	Control Panel: Downloading Prevail Updates
4.

Law/Case/

Modifying Law Type Settings

Create a New Contact Type

SetupVIDEO INCOMPLETE--BUG DELAY

Text Messaging
15.	Attaching Other Contacts to a Matter (Related Parties Tree)	Attaching Other Contacts to a Matter (Related Parties Tree)
16.	How to Add, Delete, and Retrieve Deleted History Entries

How to

Add, Delete, and Retrieve Deleted History Entries

17.

E-mailing

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 in Prevail Attaching Incoming Emails to Prevail
18.	Generating a Merge Document for a Matter	Generating a Merge Document for a Matter
19.	Using the Prevail Connector (Linking Tool)	Using the Prevail Connector (Linking Tool)
20.	Medical Tab	Medical Tab
21.	Adding an Evidence Entry	Adding an Evidence Entry
22.

Negotiations

Demand of Offer Entry to the Negotiation Tab

Using the Settlement Calculator

Demand

of

27.

Claims

or Offer Entry to the Negotiation Tab Using the Settlement Calculator
23.	Adding Employment History in Prevail	Adding Employment History in Prevail
24.	Running an Intake/Update Questionnaire	Running an Intake/Update Questionnaire
25.	Client Portal Setup and Use	Client Portal Setup and Use
26.

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

How-to Reset Your EREtrieve Password

Adding a New Claim to the Claims/Process Tab

Updating Claim Status on the Claims/Process Tab

Adding a New Claim to the Claims/Process Tab

Updating Claim Status on the Claims/Process Tab

28

27.

Document Designer

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

Deleting a Merge Document Template

Creating a Merge Document Package

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

Deleting a Merge Document Template

Creating a Merge Document Package

29

28.

Questionnaire Setup

3031

29.

Creating Processes in the Process Builder

Incorporating EREtrieve into the Prevail Process User

30.

Report Designer

32

31.

Dashboard Designer - Setting Up

3334

32.

Dashboard Setup

Using Your Dashboards	Using Your Dashboards
33.	Consolidating Duplicate Contact (Rolodex) Entries	Consolidating Duplicate Contact (Rolodex) Entries

35

34.

Archive a Matter

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

Version	Old Version 8	New Version Current
Changes made by	mike.doane	Carly Ventura
Saved on	Sept 06, 2023	Feb 14, 2025

	Modifying Law Type Settings Creating a New Contact Type
5.	Modifying Lists in the Databank	Modifying Lists in the Databank
6.	Modifying User Settings	Modifying User Settings
7.	Accessing Help Dropdown	Accessing Help Dropdown
8.	Outlook Calendar Sync	Outlook Calendar Sync
9.	Prevail Home Tab	Prevail Home Tab
10.	Prevail Combined Search Tool	Prevail Combined Search Tool
11.	Calendar Informational	Calendar Informational
12.	Create and Delete Contacts in Prevail	Create and Delete Contacts in Prevail
13.	Creating Matter or Prospect from a Contact	Creating Matter or Prospect from a Contact
14.	Text Messaging

Versions Compared

Key

V6 to V9 Upgrade Training Plan