Prevail Knowledge Base

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

Prevail Knowledge Base

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Prevail User Knowledge Base

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Owned by Dan Tripaldi

Last updated: Sept 07, 2023

1 min read

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