V7 to V9 Upgrade Training Plan

This material is meant for members upgrading from Prevail Version 7 to Version 9. Specific information about Prevail Premium Features is listed in the Premium Features training.

V7 to V9 Upgrade Training Plan
Training Material Link Instructions and Video Link	Direct Video Link
Law/Case/Contact Type Setup	How-to Modifying Law Type Settings How-To Create a New Contact Type
Home Tab	The Prevail Home Tab
Outlook Calendar Sync	How-To Calendar Sync
Calendar	Calendar Informational
Contacts	How-to Create and Delete Contacts in Prevail
Text Messaging	VIDEO INCOMPLETE--BUG DELAY
Related Parties Tree	How-To Attaching Other Contacts to a Matter
Running Questionnaires	How-To Running an Intake/Update Questionnaire
E-mailing	Enable Desktop Outlook Email Add-In Attaching Outgoing Emails How-to Attach Incoming Emails in Prevail
Document Merge	How-to Generating a Merge Document for a Matter
Negotiations Tab	Demand of Offer Entry to the Negotiation Tab Using the Settlement Calculator
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
Questionnaire Setup	How-to: Questionnaire Setup
Control Panel	How to Download Prevail Updates
Report Designer	E-Training 80: Report Designer
Dashboard Designer	E-Training 84: Dashboard Designer
Dashboard Layouts	How-to Set Up Your Dashboard