Prevail User Knowledge Base
V7 to V9 Upgrade Training Plan
- mike.doane
- Carly Ventura
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 |
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9. | Enable Desktop Outlook Email Add-In | Enable Desktop Outlook Email Add-In |
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13. | 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