Admin Training Plan

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
1.	Employee Setup Tab	Employee Setup (Add Employee) Delete Employee/User
2.	Security Group Setup	Security/Group Setup: Adding Security Groups, Employee Types/Security
3.	Control Panel (Updating Prevail)	Downloading Prevail Updates
4.	Law/Case/Contact Type Setup	Modifying Law Type Settings Creating a New Contact Type
5.	Modifying Lists in the Databank	Modifying Lists in the Databank
6.	Adding Firm to Contacts	Adding Firm to Contacts

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 Deleting a Merge Document Template Creating a Merge Document Package	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 Deleting a Merge Document Template Creating a Merge Document Package
8.	Questionnaire Setup	Questionnaire Setup
9.	Process Builder	Creating Processes in the Process Builder
10.	Report Designer	Report Designer
11.	Dashboards	Dashboard Designer Dashboard Setup
12.	Consolidating Duplicate Contact Entries	Consolidating Duplicate Contact Entries
13.	Trust Account Setup	Trust Account Setup Using the Trust Ledger Tab
14.	Archive a Matter	Archive a Matter

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

Admin Training Plan

Admin Training #1 (Setup)

Admin Training #2