Download v5 - Prevail

Table of Contents Chapter One: The Interface ................................................................................................................... 1 Main Matter Screen ................................................................................................................................ 1 Chapter Two: Initial Setup ................................................................................................................. 3 Adding Your Firm to the Rolodex ....................................................................................................... 3 Adding Other Branch Locations of Your Firm to the Rolodex ........................................................ 4 Setting Up User Accounts ..................................................................................................................... 5 Deleting User Accounts ......................................................................................................................... 7 Chapter Three: Administration Menu ................................................................................................ 9 Rolodex Types ........................................................................................................................................ 9 Creating New Rolodex Types .......................................................................................................... 9 Editing Rolodex Types .................................................................................................................... 11 Deleting Rolodex Types .................................................................................................................. 11 Creating Merge Document Templates in Prevail ............................................................................ 12 Creating a New Merge Document by Modifying an Existing Document ............................... 12 Creating a New Merge Document Template from Scratch ........................................................ 14 Creating Merge Document Templates from Adobe PDF Files .................................................. 16 Deleting a Merge Document Template ......................................................................................... 17 Intake Questionnaire ........................................................................................................................... 18 Creating a New Intake Questionnaire........................................................................................... 18 Intake Questionnaire Example ....................................................................................................... 21 Setting User Preferences ...................................................................................................................... 21 Databank ............................................................................................................................................... 23 Location of User‐Definable Lists in Prevail .................................................................................. 23 Modifying Lists in the Databank ................................................................................................... 24 Process Builder ..................................................................................................................................... 25 Questions to Consider as You Create a Process........................................................................... 25 Creating a New Process .................................................................................................................. 25 Creating a New ʺAuto‐Fillʺ Process ............................................................................................. 28 Editing an Existing Process ............................................................................................................. 29 i