Getting Started

Getting Started

• Syncing Calendar and Contacts on an Apple Device
• Syncing Calendar and Contacts on an Android Device
• Logging In
• Dashboard
• Navigating MerusCase
• User Preferences

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Tools & Settings

• Account Themes
• Printing & Exporting
• Account Settings

Cases

• Special Handling Comments
• Custom Fields
• Settlements
• Damages
• Ledger
• Case Type Specific Tabs

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Case Progress

• Progress Overview
• Progress Setup
• Progress Timeline

Contacts

• General Overview
• Removing Duplicate Contacts
• Filtering Contacts and Companies
• Viewing a Contact or Company
• Creating a New Contact or Company

Reports

• Billing Reports
• Reports

Calendar

• Court Rules Integration with CalendarRules (How-To Guide)
• Syncing Your Calendar from Outlook
• Statutes
• Browse Firm Events
• Deleting an Event
• Editing an Event

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Documents

• Integration with DocuSign: Electronic Signature in MerusCase
• Setting up the QuickSave Macro in Microsoft Word
• Documents Overview
• Upload Tool
• Batch Scanning
• Recent Firm PDFs

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Tasks

• Tasks Overview
• Viewing & Editing Tasks
• Adding a New Task
• Deleting a Task
• Marking a Task Complete

Messages (Email)

• Email Setup - Exchange Server, GoDaddy, Yahoo, and Other
• Messaging Overview
• Compose
• Sent
• Email Signature
• HIPAA-Compliant Messages

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