If you need to upload Documents, Templates, or Batch Scans to MerusCase, our easy-to-use Upload Tool makes the process simple. Start by navigating to Documents > Upload Tool. On this page, upload files by clicking the gray label button on the card for the desired upload type or by dragging and dropping the document(s) onto the appropriate Upload Type card on screen.
Note: Click a folder icon to select an entire folder of documents on your computer for upload.
Upload Type
MerusCase supports three main Upload Types when adding documents into your firm:
-
Document: Uploading files with the Document Upload Type will allow the user to upload files to a specific case file and add activity tags. This will create an activity in the activity tab of a case from which the document can be accessed in the future. For additional information on allowed file types, see the Accepted File Types below.
Note: If the Upload Tool is accessed when the user is in a case, only the Document Upload Type card will be displayed and the current case file will be the destination for any uploaded files.
File Size Limit and Maximum Document Limit: Please note that the "Document" upload type has specific limitations. Currently, there is a maximum file size limit of 2.5 GB, and a maximum number of 100 documents per upload. If either of these limits are exceeded, you will receive an error message, and the system will automatically remove the minimum number of documents necessary to bring the upload within acceptable limits. This removal process starts from the first document in lexicographical order. When there are nested subfolders, the application begins removing documents from the deepest folder in the path, working its way back to the root folder in lexicographical order.
Support for Subfolders: The Upload Tool supports nested subfolders. When you upload a folder that contains subfolders, the tool automatically extracts files from all subfolders and presents them collectively in the file list. Please note that files within subfolders still adhere to the file size limit and maximum document limit, as explained above.
- Office (MS Word) Template: Using this option will upload the file as a template. The document will then be accessible from the Forms & Templates section of any case. MerusCase templates must have a .docx file extension. This option is only available to certain user permission levels.
-
Batch Scan: The Batch Scan option will parse through the upload while looking for MerusCase Separator Sheets, then break up files at each separator sheet. This is a convenient method for uploading documents in bulk. Parsed batch scan files are available from your inbox or the Recent Firm PDFs section of the Documents drop-down menu. Batch scan documents must be PDFs.
Note: This option is only for multiple documents - separated by separator sheets - uploaded as one PDF.
Note
Note that you can always see recently uploaded documents in Recent Firm PDFs. If you've enabled the Block uploaded documents from my inbox option in User Preferences, PDF files uploaded with no case specified will not show up in your inbox and will thus have to be accessed via Recent Firm PDFs.
Pro-Tip
If you wish to select multiple files, hold down the CTRL key as you select your files for Windows. If you're working on a Mac, hold the Command key as you select files. You can also use the SHIFT key to select everything between two files.
Click Upload. The selected file will appear on the Upload Tool page under file progress. MerusCase will inform you when the process is complete.
Additionally, when in a case, it is possible to Drag & Drop uploads to the Left-Panel.
Accepted File Types
At MerusCase, we understand the wide range of files and file types attorneys need to keep track of for their cases. That’s why we allow users to upload an extensive scope of different file types through our Upload Tool and Messages attachments.
The following file types can be uploaded as ‘Documents’ in MerusCase:
- Microsoft Office Files: .doc, .docx, .docm, .dotx, .odp, .odt, .ods, .ppt, .pptm, .pptx, .potm, .potx, .ppam, .ppsm, .xls, .xlsx, .xlam
- Other Document Files: .pdf, .wp, .wp5, .wp6, .wpd, .w60, .w61, .wps, .txt, .rtf
- Data Set Files: .tab, .tsv
- Image Files: .jpg, .jpeg, .jpe, .bmp, .bitmap, .bmpp, .bmpf, .bmp_, .tif, .tiff, .gif, .giff, .png, .pngf, .png_
- Audio Files: .mp3, .mp4, .m4a, .wav, .wma
- Video Files: .avi, .mpe, .mpeg, .mpg, .mov
- Compressed Files: .zip, .rar, .tar, .gz, .7z
- Other File Types: .eml, .msg, .vsd, .vss, .vsw, .vst
For security reasons, we also prohibit certain file types from being uploaded into MerusCase.
- Prohibited file types: .dcm, .html, .inc, .php, .ics, .xfml, .xml
Pro-Tip
If you want to send a large file or group of files via email, try compressing or zipping the files before uploading them.
To compress or zip files or folders for uploading into MerusCase in Windows:
- Select all the files you want to zip together by holding the CTRL key and clicking on each one.
- Click the right-hand button on your mouse, and select Send To from the menu that appears.
- Select Compressed or Zipped Folder from the secondary menu. This will create a new Zipped Folder, which will show up as a new icon ready to be renamed.