Firm Letterhead, Addresses & Branch Offices
MerusCase supports any firm, regardless of size. So, whether your firm has one location, 10, or 30, managing the information for each branch is easy!
Each Office Branch Location can have its own address, firm letterhead which helps customize templates within MerusCase, and more.
Creating a New Branch Office
Go to Tools & Settings > Firm Setup > Systemwide Settings > Firm Letterhead, Addresses & Branch Offices
To create a new branch office, click the New Branch Office Location button.
On click, the edit/create view appears. On a wide-screen monitor, the edit/new fields will appear in a two-panel view. Fill in the information and click Save.
Editing a Branch Office
To edit the Company Record for the desired Branch Office, click on the control column (box with 3 dots on the left side) and select View Contact Record. On click, the edit view for Company Details will appear. On a widescreen monitor, this view will be displayed on the right-panel. On a mobile device, this view will be displayed on the entire screen.
Make all desired changes and click Save. To return to the Branch Office view, simply click the ‘X’ button to close right-panel.
NoteRefer to documentation on Contacts for more guidance on editing your company records.
To edit the Envelope Return Address, Default Venue, or Office Label for a Branch Office, click on the row of the desired branch office. On click, Branch Office Details will appear. On a widescreen monitor, this view will be displayed on the right-panel. On a mobile device, this view will be displayed on the entire screen.
From Branch Office Details click Edit. From here you can view/edit the Office Label, Default Venue, and Return Address for Envelopes.
Click Save once all changes have been made.
Pro-TipEditing the Envelope Return Address only changes the mailing address for envelope-printing. To change the branch's permanent address, you must also edit the branch's Company Record. See Contacts for more details.
Deleting a Branch Office
To delete, click on the Control Column (displayed as three little dots) next to the desired line item and select Delete.
Generally, anytime a user deletes an item, a popup message will appear asking for confirmation from the user.
NoteDeleting an office branch location here will not delete the company record in your firm's rolodex. To remove all records of the deleted office, you will need to browse your firm's rolodex for your firm name, and delete the record associated with the deleted branch.
Filtering Branch Offices
Any table in MerusCase allows for filtering across any of the columns on your screen to provide the user a tailored list within the system. In other words, use the filter to quickly find a specific line item within the table.
Additionally, MerusCase supports the use of multiple filters at once. For instance, a user can search for all open (by the Case Status column) cases within Browse Cases and then apply a second filter to then search for Assigned to Me (by the Staff column) within those open cases.
To apply multiple filters, enter the first filter then click on the magnifying glass. On click, a drop-down window will appear. Click Add Filter and toggle what to filter by.
Select Always use this column if you wish to always use the same filter type. Many firms find it particularly useful to select this option when filtering for cases, forms, or templates.
To remove a filter, click on the added filter button (each applied filter appears as a button underneath the Search/Filter bar). For example, to remove the filter for open cases, click on the button Status: Open underneath the Search/Filter bar.
Click on the line for the branch office whose letterhead you wish to add/modify. Its details will open in the right-panel view.
If the branch office in question has never had a letterhead set before, you will see an Upload button above a blank preview area on the right. Click on said button to add this office’s letterhead.
If the branch office already has a letterhead, you will see two buttons:
- Download: Downloads a copy of the current letterhead. Useful for when you want to edit the letterhead but don’t have a recent copy stashed somewhere.
- Replace: Allows you to choose a file on your computer to upload as the replacement letterhead.