MerusCase's integration with Edexis allows you to easily mail any document from your case files, without leaving your computer. Once it is enabled, the Edexis feature can be accessed from inside any case file in MerusCase. See our instruction article for more information on how to use the feature itself.
Firm administrators can enable the Edexis integration by navigating to Tools & Settings > 3rd Party Apps and searching for “Edexis”. From this page, click on the “enable” button.
On the form that appears, fill out your firm’s contact and business information, including all required fields. During this step, you can also specify an activity tag to be used for any incoming proofs of service that are returned by Edexis for your orders.
Please note: Once the form has been submitted, any edits or changes to your information will need to be made on the Edexis website.
After submitting your information, you should receive a success message on screen. Your firm is now able to use the Edexis integration!
You can also access the setup page by navigating to the “Edexis - Serve Documents” option in the Documents section of the left panel of any case file. If the feature has not yet been enabled, this page will provide a link directly to the 3rd Party Apps page where you can enter your firm information.
Questions? See our FAQs article for more information.