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.

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

V7 to V9 Upgrade Training Plan
	Training Material Link Instructions and Video Link	Direct Video Link
1.	Modifying Law Type Settings Create a New Contact Type	Modifying Law Type Settings Create a New Contact Type
2.	The Prevail Home Tab	The Prevail Home Tab
3.	Outlook Calendar Sync	Outlook Calendar Sync
4.	Calendar Informational	Calendar Informational
5.	Create and Delete Contacts in Prevail	Create and Delete Contacts in Prevail
6.	Text Messaging	Text Messing**Video Under Construction
7.	Attaching Other Contacts to a Matter (Related Parties Tree)	Attaching Other Contacts to a Matter (Related Parties Tree)
8.	Attaching Other Contacts to a Matter	Running an Intake/Update Questionnaire
9.	Enable Desktop Outlook Email Add-In Attaching Outgoing Emails in Prevail Attaching Incoming Emails to Prevail	Enable Desktop Outlook Email Add-In Attaching Outgoing Emails in Prevail Attaching Incoming Emails to Prevail
10	Generating a Merge Document for a Matter	Generating a Merge Document for a Matter
11.	Demand of Offer Entry to the Negotiation Tab Using the Settlement Calculator	Demand of Offer Entry to the Negotiation Tab Using the Settlement Calculator
12.	Client Portal Setup and Use	Client Portal Setup and Use
13.	Download Case Files Using EREtrieve Upload Documents to ERE using EREtrieve Accessing Appeals Council and OHO Status Reports Through EREtrieve Reset Your EREtrieve Password	Download Case Files Using EREtrieve Upload Documents to the ERE using EREtrieve Accessing Appeals Council and OHO Status Reports Through EREtrieve Reset Your EREtrieve Password
14.	Create a New Merge Document Template from Scratch Create a New Merge Document Template by Closing an Existing Template Transfer your Existing Form Letters into Prevail Deleting a Merge Document Template Creating a Merge Document Package	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
15.	Questionnaire Setup	Questionnaire Setup
16.	Download Prevail Updates (Control Panel)	Download Prevail Updates (Control Panel)
17.	Report Designer	Report Designer
18.	Dashboard Designer	Dashboard Designer
19.	Dashboard Set Up & Layouts	Dashboard Set Up & Layouts

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