Prevail User Knowledge Base

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This material is for members upgrading from Prevail version 8 to 9.

Admin Training #1 (Setup)

Training Material Link

Instructions and Video Link

Direct Video Link

Document Merge

How-to Generating a Merge Document for a Matter

Databank

How-to Modifying Lists in the Databank

Client Portal

E-Training 99: How-To Setup and Use Client Portal

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

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

How to- Deleting a Merge Document Template

Creating a Merge Document Package

Report Designer

E-Training 80: Report Designer

Control Panel

How to Download Prevail Updates

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