If MerusCase staff are creating your firm’s templates, we will need some documents from you to get everything started. We want to make sure your templates are working exactly the way you need them.
The three items that are required to get your template creation going:
Electronic copies (Microsoft Word)
PDF copies marked with your specifications (see image below)
Template Verification Form
Item # 1: Electronic copies (.docx) - Send us (via email) electronic copies of your firm’s letters/documents that will be needed in Merus. Please omit all duplicate letters that may have the same exact subject matter but are addressed to different parties (e.g. “Depo reminder to Applicant” and “Depo reminder to Doctor” would be the same because the doctor and applicant would just be a drop-down option when merging.) We do not need both letters.
Item # 2: Paper copies (PDF) - Mark up, scan and send us PDF copies of each letter. Marking up the letters consists of circling the section you would want to populate and indicating what information you would want to populate. When done, email them to MerusCase support: email@example.com
Item # 3: Template Verification Form - The template verification form will allow you to specify the formatting that should be applied to those electronic templates from Step 1. Please pick one and fill it out, then send it back to us at firstname.lastname@example.org
Form A. Block (Left justified) Business Letter Template
Form B. Semi-block (Indented) Business Letter Template
Form C. Pleadings Letter Template