Admin Role Training Materials

This material is structured for members who serve in an Admin role within Prevail.

Whether your firm is new to Prevail and setting it up, verifying it was previously set up correctly, or you are new to the role and are seeking training, welcome. We’ve got you!

Admin Training #1 (Setup)
Topic	Link to Video
Employee Setup	E-Training 79: How-To Add Employees E-Training 85: How-To Delete Employee/User
Security Group Setup	Security/Group Setup: Adding Security Groups, Employee Types/Security
Control Panel	How to Download Prevail Updates
Law/Case/Contact Type Setup	How-to Modifying Law Type Settings How-To Create a New Contact Type
Databank	How-to Modifying Lists in the Databank
Adding Firm to Contacts

Admin Training #2
Document Designer	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
Questionnaire Setup	How-to: Questionnaire Setup
Process Builder	Creating Processes in the Process Builder
Report Designer	E-Training 80: Report Designer
Dashboards	E-Training 84: Dashboard Designer How-to Set Up Your Dashboard
Contact Consolidation	How-to Consolidating Duplicate Contact Entries
Trust Account Setup	E-Training 71: How-To Trust Account Setup E-Training 57: How-To Using the Trust Ledger Tab
Archiving	Archive a Matter

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

Admin Role Training Materials

Admin Training #1 (Setup)

Admin Training #2