New Client Training Plan 1

This training plan is structured for new Prevail clients to set up their account(s) and provide a cohesive training plan for staff members. Once the account is set up properly, consider the Staff Member Plan as your next step in the training process.

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 Tab	Employee Setup (Add Employee) Delete Employee/User
Security Group Setup	Security/Group Setup: Adding Security Groups, Employee Types/Security
Control Panel (Updating Prevail)	Downloading Prevail Updates
Law/Case/Contact Type Setup	Modifying Law Type Settings Creating a New Contact Type
Modifying Lists in the Databank	Modifying Lists in the Databank
Adding Firm to Contacts

Staff Training #1
Topic	Link to Video
User Settings	Modifying User Settings
Help Dropdown	Accessing Help in Prevail
Home Tab	The Prevail Home Tab
Combined Search	Prevail Search Tool
Power Search	Prevail Power Search
Outlook Calendar Sync	Outlook Calendar Sync
Calendar Informational	Calendar Informational
Create and Delete Contacts in Prevail	Create and Delete Contacts in Prevail
Text Messaging in Prevail	VIDEO INCOMPLETE--BUG DELAY
Creating Matters from Contacts	Creating Matters from Contacts
Add Other Contacts to Matter (Related Parties Tree)	Attaching Other Contacts to a Matter (Related Parties Tree)
History Tab (Add, Delete, and Retrieve Entries)	History Tab (Add, Delete, and Retrieve Entries)
Prevail Grid Layouts	Prevail Grid Layouts
Email Overview	Enable Desktop Outlook Email Add-In Attaching Outgoing Emails How-to Attach Incoming Emails in Prevail
Document Merge	Generating a Merge Document for a Matter
Using the Prevail Connector	Using the Prevail Connector
Medical Tab Overview	Medical Tab Overview
Evidence Tab: Adding an Evidence Entry	Evidence Tab: Adding an Evidence Entry
Negotiations Tab	Demand of Offer Entry to the Negotiation Tab Using the Settlement Calculator
Adding Employment History	Adding Employment History
Disabilities Tab: Adding Ailments	Disabilities Tab: Adding Ailments
Adding Damage Entries	Adding Damage Entries

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

Staff Training #2
Topic	Link to Video
Claims Tab	Adding a New Claim to the Claims/Process Tab Updating the Status of a Claim on the Claims/Process Tab
Adding Ledger Entries	Adding Ledger Entries
Intake/Update Questionnaires	Intake/Update Questionnaires
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
Client Portal Setup & Use	Client Portal Setup & Use
Client Package	Client Package
Do Not Disturb Mode	Do Not Disturb Mode
Using Sticky Notes	Using Sticky Notes
Running Reports	Running Reports

Admin Training #2
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
Questionnaire Setup	Questionnaire Setup
Process Builder	Creating Processes in the Process Builder
Report Designer	Report Designer
Dashboards	Dashboard Designer Dashboard Setup
Consolidating Duplicate Contact Entries	Consolidating Duplicate Contact Entries
Trust Account Setup	How-To Trust Account Setup Using the Trust Ledger Tab
Archive a Matter	Archive a Matter

New Client Training Plan 1

Admin Training #1 (Setup)

Staff Training #1

Staff Training #2

Admin Training #2