Prevail User Knowledge Base
Admin Training Plan
- mike.doane
- Carly Ventura
This material is structured for members serving in an Admin role within Prevail. Once the account is set up properly, consider the Staff Member Plan as your next step in the training process.
Whether your firm is new to Prevail and setting it up, verifying it was previously set up correctly, or you are new to the role and are seeking training, welcome. We’ve got you!
Admin Training #1 (Setup) | ||
 | Training Material Link Instructions and Video Link | Direct Video Link |
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2. | Security/Group Setup: Adding Security Groups, Employee Types/Security | |
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Great! Now that you’ve done the initial setup of your Prevail, you’ll focus on the Staff Training curriculum before returning to back here for Admin Training #2.
Admin Training #2 | ||
 | Training Material Link Instructions and Video Link | Direct Video Link |
7. | 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 | 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 |
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Have specific training related questions? We’re glad to help. Contact us at training@prevail.net