Admin Training Plan

This material is structured for members serving in an Admin role within Prevail. 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)
Training Material Link Instructions and Video Link	Direct Video Link
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

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

Admin Training #2
Training Material Link Instructions and Video Link	Direct Video Link
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

Admin Training Plan

Admin Training #1 (Setup)

Admin Training #2