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	Modifying User Settings
Accessing Prevail Help Dropdown	Accessing Prevail Help Dropdown
Prevail Home Tab	Prevail Home Tab
Outlook Calendar Sync	Outlook Calendar Sync
Calendar and Task Informational	Calendar and Task Informational
Prevail Search Tool	Prevail Search Tool
Prevail Power Search Tool	Prevail Power Search Tool
Create and Delete Contacts	Create and Delete Contacts
Creating Matter/Prospect from a Contact	Creating a Matter/Prospect from a Contact
Text Messaging	VIDEO INCOMPLETE--BUG DELAY
Attaching Other Contacts to a Matter (Related Parties Tree)	Attaching Other Contacts to a Matter (Related Parties Tree)
Add, Delete, and Retrieve Deleted History Entries	Add, Delete, and Retrieve Deleted History Entries
Prevail Grid Layouts	Prevail Grid Layouts
E-mailing	Enable Desktop Outlook Email Add-In Attaching Outgoing Emails in Prevail Attach Incoming Emails to Prevail
Generating a Merge Document for a Matter	Generating a Merge Document for a Matter
Using the Prevail Connector Tool	Using the Prevail Connector Tool
Medical Tab Overview	Medical Tab Overview
Claims Tab	Adding a New Claim to the Claims/Process Tab Updating Claim Status on the Claims/Process Tab
Running Reports in Prevail	Running Reports in Prevail
Sticky Notes Tab	Sticky Notes Overview
Enabling The Do Not Disturb Mode	Enabling The Do Not Disturb Mode

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