How do I set up the Edexis integration in my firm?
See our setup article for more information.
How do I use the Edexis integration?
See our instruction article for more information.
What documents can I mail from my case files using the Edexis integration?
You can include any non-hidden PDF files, finalized filled court forms, and Word documents that have been converted to PDF format in MerusCase. Individual documents can be marked hidden or unhidden by editing the associated activity in the case file.
How do I get the Proof of Service for my documents?
Signed Proofs of Service from Edexis will automatically be uploaded into the case file for which an order was placed. They will be tagged with the activity tagged specified by the firm administrator that setup the Edexis integration for your firm.
Can I serve documents without a Proof of Service?
Once you have completed all 5 steps in the order process in MerusCase and have been navigated to the Edexis site, you can opt to process your order without a Proof of Service. On the corresponding Proof of Service page, select the “None - A Proof of Service form is not required for this order” option to forgo the form for the current order.
How can I disable the integration for my firm?
Firm administrators can disable the Edexis integration from Tools & Settings > 3rd Party Apps. Disabling the integration in MerusCase does not affect your account with Edexis.
I have a question about my account with Edexis.
Please contact Edexis for any questions related to your Edexis account.