Prevail User Knowledge Base

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This article covers how to update or reset your ERE password in EREtrieve.

Note: ERE requires a password change every 90 days. The password for ERE and EREtrieve must match for proper system functionality.

To view an instructional video of these steps, click the link below.

https://share.synthesia.io/0cdbf766-ec1b-4732-8460-246a06411de7

\uD83D\uDCD8 Instructions

  1. Log in to the ERE site, and change your password as you typically do every 90 days.

  2. In Prevail, click Tools > Reset EREtrieve Password.

  3. Enter the required information:

    1. ERE User.

      1. Select the ERE User from the drop-down field.

    2. BSO User.

      1. Enter your BSO username.

    3. Current Password.

      1. Your old ERE password, that you just changed from.

    4. New Password:

      1. Your new ERE password, that you just changed to.

    5. Confirm Password:

      1. Re-enter your new ERE password.

    6. Click Submit Request.

Training Track for Prevail 6-9 Upgrade

Video 32 - Adding a New Claim to the Claims/Process Tab

Training Track for Prevail 7-9 Upgrade

Video 22 - Creating a New Merge Document Template from Scratch

Training Track for Prevail 8-9 Upgrade

Video 9 - Creating a New Merge Document Template from Scratch

Staff Training #2

Video 34 - Client Portal Setup & Use

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