New User Training Plan

This material is structured for staff members who are new Prevail users. Although similar to the staff training plan, this plan has additional material designed for users entirely unfamiliar with Prevail.

Whether your firm is new to Prevail and setting it up, or you are new to the role and are seeking training, welcome to Prevail yoU! We’ve got you!

New User Training
Topic	Link to video
User Settings	How-To Modify User Settings
Help Dropdown	How to Access Help in Prevail
Home Tab	The Prevail Home Tab
Outlook Calendar Sync	How-To Calendar Sync
Calendar and Tasks	Calendar Informational
Combined Search Tool	How to Use Search Tool in Prevail
Power Search Tool	E-Training 86: Prevail Power Search
Contacts	How-to Create and Delete Contacts in Prevail
Creating Matter/Prospect from a Contact	How to Create a Matter from a Contact
Text Messaging	VIDEO INCOMPLETE--BUG DELAY
Related Parties Tree	How-To Attaching Other Contacts to a Matter
History	How to Add, Delete, and Retrieve Deleted History Entries
Grid Layouts	Prevail Grid Layouts
E-mailing	Enable Desktop Outlook Email Add-In Attaching Outgoing Emails How-to Attach Incoming Emails in Prevail
Document Merge	How-to Generating a Merge Document for a Matter
Connector Tool	E-Training 41: Using the Prevail Connector
Medical Tab	How-to- Medical Tab
Claims Tab	Adding a New Claim to the Claims/Process Tab Updating the Status of a Claim on the Claims/Process Tab
Reports	E-Training 76: How-To Running Reports
Sticky Notes	E-Training 52: How-To Sticky Notes
Do Not Disturb Mode	E-Training 07: How to Turn on the Do Not Disturb Mode

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