V6 to V9 Upgrade Training Plan

This material is meant for members upgrading from Prevail Version 6 to Version 9.

Specific information about Prevail Premium Features is listed in the Premium Features training.

A comprehensive training plan for staff members is listed in the Staff Training plan.

V6 to V9 Upgrade Training Plan
Training Material Link Instructions and Video Link	Direct Video Link
Employee Setup	Adding Employee / User Deleting Employee / User
Security Setup	Security/Group Setup: Adding Security Groups, Employee Types/Security
Control Panel: Downloading Prevail Updates	Control Panel: 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
Modifying User Settings	Modifying User Settings
Accessing Help Dropdown	Accessing Help Dropdown
Outlook Calendar Sync	Outlook Calendar Sync
Prevail Home Tab	Prevail Home Tab
Prevail Combined Search Tool	Prevail Combined Search Tool
Calendar Informational	Calendar Informational
Create and Delete Contacts in Prevail	Create and Delete Contacts in Prevail
Creating Matter or Prospect from a Contact	Creating Matter or 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)
How to Add, Delete, and Retrieve Deleted History Entries	How to Add, Delete, and Retrieve Deleted History Entries
E-mailing	Enable Desktop Outlook Email Add-In Attaching Outgoing Emails in Prevail Attaching Incoming Emails to Prevail
Generating a Merge Document for a Matter	Generating a Merge Document for a Matter
Using the Prevail Connector (Linking Tool)	Using the Prevail Connector (Linking Tool)
Medical Tab	Medical Tab
Adding an Evidence Entry	Adding an Evidence Entry
Negotiations Tab	Demand of Offer Entry to the Negotiation Tab Using the Settlement Calculator
Adding Employment History in Prevail	Adding Employment History in Prevail
Running an Intake/Update Questionnaire	Running an Intake/Update Questionnaire
Client Portal Setup and Use	Client Portal Setup and Use
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
Claims Tab	Adding a New Claim to the Claims/Process Tab Updating Claim Status on the Claims/Process Tab
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 Deleting a Merge Document Template Creating a Merge Document Package
Questionnaire Setup	Questionnaire Setup
Process Builder	Creating Processes in the Process Builder Incorporating EREtrieve into the Prevail Process User
Report Designer	Report Designer
Dashboard Designer	Dashboard Designer
Dashboard Setup	Dashboard Setup
Consolidating Duplicate Contact (Rolodex) Entries	Consolidating Duplicate Contact (Rolodex) Entries
Archive a Matter	Archive a Matter

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