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
1.	Employee Setup	Adding Employee / User Deleting Employee / User
2.	Security Setup	Security/Group Setup: Adding Security Groups, Employee Types/Security
3.	Control Panel: Downloading Prevail Updates	Control Panel: Downloading Prevail Updates
4.	Modifying Law Type Settings Create a New Contact Type	Modifying Law Type Settings Creating a New Contact Type
5.	Modifying Lists in the Databank	Modifying Lists in the Databank
6.	Modifying User Settings	Modifying User Settings
7.	Accessing Help Dropdown	Accessing Help Dropdown
8.	Outlook Calendar Sync	Outlook Calendar Sync
9.	Prevail Home Tab	Prevail Home Tab
10.	Prevail Combined Search Tool	Prevail Combined Search Tool
11.	Calendar Informational	Calendar Informational
12.	Create and Delete Contacts in Prevail	Create and Delete Contacts in Prevail
13.	Creating Matter or Prospect from a Contact	Creating Matter or Prospect from a Contact
14.	Text Messaging	Text MessagingVideo Under Construction**
15.	Attaching Other Contacts to a Matter (Related Parties Tree)	Attaching Other Contacts to a Matter (Related Parties Tree)
16.	How to Add, Delete, and Retrieve Deleted History Entries	Add, Delete, and Retrieve Deleted History Entries
17.	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
18.	Generating a Merge Document for a Matter	Generating a Merge Document for a Matter
19.	Using the Prevail Connector (Linking Tool)	Using the Prevail Connector (Linking Tool)
20.	Medical Tab	Medical Tab
21.	Adding an Evidence Entry	Adding an Evidence Entry
22.	Demand of Offer Entry to the Negotiation Tab Using the Settlement Calculator	Demand or Offer Entry to the Negotiation Tab Using the Settlement Calculator
23.	Adding Employment History in Prevail	Adding Employment History in Prevail
24.	Running an Intake/Update Questionnaire	Running an Intake/Update Questionnaire
25.	Client Portal Setup and Use	Client Portal Setup and Use
26.	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
27.	Adding a New Claim to the Claims/Process Tab Updating Claim Status on the Claims/Process Tab	Adding a New Claim to the Claims/Process Tab Updating Claim Status on the Claims/Process Tab
28.	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	Create 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
29.	Questionnaire Setup	Questionnaire Setup
30.	Creating Processes in the Process Builder Incorporating EREtrieve into the Prevail Process User	Creating Processes in the Process Builder Incorporating EREtrieve into the Prevail Process User
31.	Report Designer	Report Designer
32.	Dashboard Designer - Setting Up	Dashboard Designer - Setting Up
33.	Using Your Dashboards	Using Your Dashboards
34.	Consolidating Duplicate Contact (Rolodex) Entries	Consolidating Duplicate Contact (Rolodex) Entries
35.	Archive a Matter	Archive a Matter

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