New Client Training

This training plan is structured for new Prevail clients to set up their account(s) and provide a cohesive training plan for staff members.

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.	Downloading Prevail Updates (Control Panel)	Downloading Prevail Updates (Control Panel)
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 Your Firm to Contacts	Adding Your Firm to Contacts

	Staff Training #1
	Training Material Link Instructions and Video Link	Direct Video Link
1.	User Settings	Modifying User Settings
2.	Help Dropdown	Accessing Help in Prevail
3.	Home Tab	The Prevail Home Tab
4.	Combined Search	Prevail Search Tool
5.	Power Search	Prevail Power Search
6.	Outlook Calendar Sync	Outlook Calendar Sync
7.	Calendar Informational	Calendar Informational
8.	Create and Delete Contacts in Prevail	Create and Delete Contacts in Prevail
9.	Text Messaging in Prevail	Text MessingVideo Under Construction**
10.	Creating Matters from Contacts	Creating Matters from Contacts
11.	Attaching Other Contacts to Matter (Related Parties Tree)	Attaching Other Contacts to a Matter (Related Parties Tree)
12	History Tab (Add, Delete, and Retrieve Entries)	History Tab (Add, Delete, and Retrieve Entries)
13.	Prevail Grid Layouts	Prevail Grid Layouts
14.	Email Overview	Enable Desktop Outlook Email Add-In Attaching Outgoing Emails in Prevail Attaching Incoming Emails to Prevail
15.	Document Merge	Generating a Merge Document for a Matter
16.	Using the Prevail Connector	Using the Prevail Connector
17.	Medical Tab Overview	Medical Tab Overview
18.	Evidence Tab: Adding an Evidence Entry	Evidence Tab: Adding an Evidence Entry
19.	Negotiations Tab	Demand of Offer Entry to the Negotiation Tab Using the Settlement Calculator
20.	Adding Employment History	Adding Employment History
21.	Disabilities Tab: Adding Ailments	Disabilities Tab: Adding Ailments
22.	Adding Damage Entries	Adding Damage Entries

	Staff Training #2
	Training Material Link Instructions and Video Link	Direct Video Link
1.	Claims Tab	Adding a New Claim to the Claims/Process Tab Updating the Status of a Claim on the Claims/Process Tab
2.	Adding Ledger Entries	Adding Ledger Entries
3.	Intake/Update Questionnaires	Intake/Update Questionnaires
4.	EREtrieve	Download Case Files Using EREtrieve Upload Documents to the ERE using EREtrieve Accessing Appeals Council and OHO Status Reports Through EREtrieve Reset Your EREtrieve Password
5.	Client Portal Setup & Use	Client Portal Setup & Use
6.	Client Package	Client Package
7.	Do Not Disturb Mode	Do Not Disturb Mode
8.	Using Sticky Notes	Using Sticky Notes
9.	Running Reports	Running Reports

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

	Admin Training #2
	Training Material Link Instructions and Video Link	Direct Video Link
1.	Document Designer	Creating a 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
2.	Questionnaire Setup	Questionnaire Setup
3.	Process Builder	Creating Processes in the Process Builder
4.	Report Designer	Report Designer
5.	Dashboards	Dashboard Designer Dashboard Setup
6.	Consolidating Duplicate Contact Entries	Consolidating Duplicate Contact Entries
7.	Trust Account Setup	Trust Account Setup Using the Trust Ledger Tab
8.	Archive a Matter	Archive a Matter

New Client Training

Admin Training #1 (Setup)

Staff Training #1

Staff Training #2

Admin Training #2