Admin Training #1 (Setup)

Training Material Link

Instructions and Video Link

Direct Video Link

1.

Employee Setup Tab

Employee Setup (Add Employee)

Delete Employee/User

2.

Security Group Setup

Security/Group Setup: Adding Security Groups, Employee Types/Security

3.

Downloading Prevail Updates (Control Panel)

Downloading Prevail Updates (Control Panel)

4.

Law/Case/Contact Type Setup

Modifying Law Type Settings

Creating a New Contact Type

5.

Modifying Lists in the Databank

Modifying Lists in the Databank

6.

Adding Your Firm to Contacts

Adding Your Firm to Contacts

Staff Training #1

Training Material Link

Instructions and Video Link

Direct Video Link

1.

User Settings

Modifying User Settings

2.

Help Dropdown

Accessing Help in Prevail

3.

Home Tab

The Prevail Home Tab

4.

Combined Search 

Prevail Search Tool

5.

Power Search

Prevail Power Search

6.

Outlook Calendar Sync

Outlook Calendar Sync

7.

Calendar Informational

Calendar Informational

8.

Create and Delete Contacts in Prevail

Create and Delete Contacts in Prevail

9.

Text Messaging in Prevail

Text

Messaging

10.

Creating Matters from Contacts

Creating Matters from Contacts

11.

Attaching Other Contacts to Matter (Related Parties Tree)

Attaching Other Contacts to a Matter (Related Parties Tree)

12

History Tab (Add, Delete, and Retrieve Entries)

History Tab (Add, Delete, and Retrieve Entries)

13.

Prevail Grid Layouts

Prevail Grid Layouts

Staff Training #2

Training Material Link

Instructions and Video Link

Direct Video Link

14.

Email Overview

Enable Desktop Outlook Email Add-In

Attaching Outgoing Emails in Prevail

Attaching Incoming Emails to Prevail

15.

Document Merge

Generating a Merge Document for a Matter

16.

Using the Prevail Connector

Using the Prevail Connector

17.

Medical Tab Overview

Medical Tab Overview

18.

Evidence Tab: Adding an Evidence Entry

Evidence Tab: Adding an Evidence Entry

19.

Negotiations Tab

Demand

or Offer Entry to the Negotiation Tab

Using the Settlement Calculator

20.

Adding Employment History

Adding Employment History

21.

Disabilities Tab: Adding Ailments

Disabilities Tab: Adding Ailments

22.

Adding Damage Entries

Adding Damage Entries

Staff Training

#3

Training Material Link

Instructions and Video Link

Direct Video Link

1.

Claims Tab

Adding a New Claim to the Claims/Process Tab

Updating the Status of a Claim on the Claims/Process Tab

2.

Adding Ledger Entries

Adding Ledger Entries

3.

Intake/Update Questionnaires

Intake/Update Questionnaires

4.

EREtrieve

Download Case Files Using EREtrieve

Upload Documents to the ERE using EREtrieve

Accessing Appeals Council and OHO Status Reports Through EREtrieve

Reset Your EREtrieve Password

5.

Client Portal Setup & Use

Client Portal Setup & Use

6.

Client Package

Client Package

7.

Do Not Disturb Mode

Do Not Disturb Mode

8.

Using Sticky Notes

Using Sticky Notes

9.

Running Reports

Running Reports

Admin Training #2

Training Material Link

Instructions and Video Link

Direct Video Link

1.

Document Designer

Creating a 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

2.

Questionnaire Setup

Questionnaire Setup

3.

Process Builder

Creating Processes in the Process Builder

4.

Report Designer

Report Designer

5.

Dashboards

Dashboard Designer

Using Your Dashboards

6.

Consolidating Duplicate Contact Entries

Consolidating Duplicate Contact Entries

7.

Trust Account Setup

Trust Account Setup

Using the Trust Ledger Tab

8.

Archive a Matter

Archive a Matter