V8 to V9 Upgrade Training Plan

This material is meant for members upgrading from Prevail Version 8 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.

V8 to V9 Upgrade Training Plan
	Training Material Link Instructions and Video Link	Direct Video Link
1.	Generate a Merge Document for a Matter	Generate a Merge Document for a Matter
2.	Modifying Lists in the Databank	Modifying Lists in the Databank
3.	Client Portal Setup and Use	Client Portal Setup and Use
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.	Document Designer	Create 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
6.	Report Designer	Report Designer
7.	Downloading Prevail Update (Control Panel)	Downloading Prevail Update (Control Panel)

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