V7 to V9 Upgrade Training Plan

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
Law/Case/Contact Type Setup	How-to Modifying Law Type Settings How-To Create a New Contact Type
Home Tab	The Prevail Home Tab
Outlook Calendar Sync	How-To Calendar Sync
Calendar	Calendar Informational
Contacts	How-to Create and Delete Contacts in Prevail
Text Messaging	VIDEO INCOMPLETE--BUG DELAY
Related Parties Tree	How-To Attaching Other Contacts to a Matter
Running Questionnaires	How-To Running an Intake/Update Questionnaire
E-mailing	Enable Desktop Outlook Email Add-In Attaching Outgoing Emails How-to Attach Incoming Emails in Prevail
Document Merge	How-to Generating a Merge Document for a Matter
Negotiations Tab	Demand of Offer Entry to the Negotiation Tab Using the Settlement Calculator
Client Portal	E-Training 99: How-To Setup and Use Client Portal
EREtrieve	How-to Download Case Files Using EREtrieve How to Upload Documents to the ERE using EREtrieve How to Access your Appeals Council and OHO Status Reports Through EREtrieve How-to Reset Your EREtrieve Password
Document Designer	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 How to- Deleting a Merge Document Template Creating a Merge Document Package
Questionnaire Setup	How-to: Questionnaire Setup
Control Panel	How to Download Prevail Updates
Report Designer	E-Training 80: Report Designer
Dashboard Designer	E-Training 84: Dashboard Designer
Dashboard Layouts	How-to Set Up Your Dashboard

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