Training

Training Videos

  • Training VideoAdding Rolodex Types

    Prevail comes pre-loaded with numerous Rolodex types, or roles, that you may select as you set up a new Rolodex entry or attach parties to a prospect or matter. Watch this video to learn how to add an unlimited number of your own Rolodex types.

  • Training VideoAdding Users

    Watch this video to learn how to add new employees to your Prevail system.

  • Training VideoCreating Letterhead in Microsoft Word

    Many firms create their own letterhead using their word processing program. If you use Microsoft Word, watch this video to learn how to make your own custom letterhead to use in your Prevail merge documents.

  • Training VideoCreating Letterhead in WordPerfect

    Many firms create their own letterhead using their word processing program. If you use WordPerfect, watch this video to learn how to make your own custom letterhead to use in your Prevail merge documents.

  • Training VideoDatabank

    Prevail allows you to customize many of the drop-down lists that you see throughout the program. This video provides instructions on modifying these lists in Prevail's Databank.

  • Training VideoDeleting Rolodex Entries

    Watch this video to learn how to delete Rolodex entries that are not attached to any of your matters or prospects.

  • Training VideoDownloading Prevail Updates

    You'll want to keep your Prevail updated to the latest and greatest. This video provides instructions for downloading updates through your Prevail Control Panel

  • Training VideoMerge Across Related

    The "Merge Across Related" feature can save you loads of time when merging documents! It allows you to merge the same document for multiple parties of the same type attached to a matter or prospect. For example, you may merge a records request letter to all of the medical providers attached to a matter at the same time, rather than having to merge each one individually.

  • Training VideoPack & ReIndex

    "Pack & Reindex" is a clean-up procedure of sorts for your Prevail database. Packing permanently removes and frees up space taken by deleted records, and reindexing re-sorts your database files in optimum order.

  • Training VideoScanning to Prevail

    If your scanner has a TWAIN driver, Prevail allows you to scan medical records and other incoming documents directly into the program, so that you can quickly access your scanned documents on the History tab.