New User Training Plan

This material is structured for staff members who are new Prevail users.

Although similar to the staff training plan, this plan has additional material designed for users entirely unfamiliar with Prevail.

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.

New User Training
	Training Material Link Instructions and Video Link	Direct Video Link
1.	Modifying User Settings	Modifying User Settings
2.	Accessing Prevail Help Dropdown	Accessing Prevail Help Dropdown
2.	Prevail Home Tab	Prevail Home Tab
3.	Outlook Calendar Sync	Outlook Calendar Sync
4.	Calendar and Task Informational	Calendar and Task Informational
5.	Prevail Search Tool	Prevail Search Tool
6.	Prevail Power Search Tool	Prevail Power Search Tool
7.	Create and Delete Contacts	Create and Delete Contacts
8.	Creating Matter/Prospect from a Contact	Creating a Matter/Prospect from a Contact
9.	Text Messaging	Text MessagingVideo Under Construction**
10.	Attaching Other Contacts to a Matter (Related Parties Tree)	Attaching Other Contacts to a Matter (Related Parties Tree)
11.	Add, Delete, and Retrieve Deleted History Entries	Add, Delete, and Retrieve Deleted History Entries
12.	Prevail Grid Layouts	Prevail Grid Layouts
13.	E-mailing	Enable Desktop Outlook Email Add-In Attaching Outgoing Emails in Prevail Attach Incoming Emails to Prevail
14.	Generating a Merge Document for a Matter	Generating a Merge Document for a Matter
15.	Using the Prevail Connector Tool	Using the Prevail Connector Tool
16.	Medical Tab Overview	Medical Tab Overview
17.	Claims Tab	Adding a New Claim to the Claims/Process Tab Updating Claim Status on the Claims/Process Tab
18.	Running Reports in Prevail	Running Reports in Prevail
19.	Sticky Notes	Sticky Notes
20.	Enabling The Do Not Disturb Mode	Enabling The Do Not Disturb Mode

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

Prevail Knowledge Base