Prevail Knowledge Base

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E-Training*: Archive a Matter
Admin Training Plan
Staff Member Training Plan
Staff Member Training
E-training*: Modifying Law Type Settings
E-training*: The Prevail Home Tab
E-Training*: Prevail Calendar Informational
E-Training*: Prevail Connector Tool
E-Training*: Using Prevail Search Tool
E-Training*: Create a Matter from a Contact
E-Training*: Modifying Lists in the Databank
E-Training*: Running Reports
E-Training*: Download Prevail Updates
E-Training*: Security/Group Setup: Adding Security Groups, Employee Types/Security
E-Training*: Using Your Dashboards
E-Training*: Create a New Merge Document Template from Scratch
E-training*: Creating Processes in the Process Builder
((Auto-Fill and Standard are in one Video)) How-to Creating an "Auto-fill" Process
E-Training*: Creating a Task
E-training*: Questionnaire Setup
E-Training*: Add, Delete & Retrieve History Entries
E-Training*: Medical Tab
E-Training*: Add Employees
E-training*: Create and Delete Contacts in Prevail
E-Training*: Adding an Evidence Entry
--E-Training*: Adding a Notes Entry
E-Training*: Adding a Ledger Entry
--E-Training*: Attaching a Photo
E-Training*: Adding Ailments to Disability Information
E-Training*: Adding a new claim to the Claims/Process Tab
E-Training*: Trust Account Setup
E-Training*: Demand or Offer Entry to the Negotiation Tab.
How-to Adding Damages Entries
E-training: How to turn on the Do Not Disturb Mode
E-Training*: Generating a Merge Document for a Matter
E-Training: Generating an Intake or Update Law Type Questionnaire
E-training*: How to Add Employment History in Prevail
E-Training*: Printing in Prevail
E-Training*: Attach, Modify, Delete Sticky Notes
E-Training*: Setting and Deactivating a Query
E-Training*: Add Paper File Location
E-Training*: Set Reviewed Date on Matter Tab
E-Training*: Attach Outgoing Emails
E-training*: Prevail Enhanced Texting
E-Training*: Rebuild Appointment Lookups Utility
E-Training*: Prevail Grid Layouts
E-Training*: Client Portal Setup and Use
Contact US
Prevail V6 - V9 Training
Prevail V7 - V9 Training
Prevail V8 - V9 Training
V9 Premium Features
Admin Training
E-Training*: Report Designer
E-Training: Dashboard Designer - Setting Up
E-Training*: Insurance Branch Integration
E-Training*: Process Builder - Incorporating EREtrieve into the Prevail Process
Client Facing Training - Client Portal
E-training*: Accessing Help in Prevail
Internal Video--How-to Preparing for Using Server Tools
New User Training
New Client Training Plan
Template How-to
Prevail Technical Support Articles
E-Training*: Implementing & Using eSignature in Prevail
E-Training*: Prevail's Atlasware Integration
E-Training*: Text Messaging in Prevail

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Prevail User Knowledge Base

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