Documents Overview

The Documents section in MerusCase functions and replaces a DMS (Document Management System). Use Documents to upload files to MerusCase, move towards a paperless office with Batch Scanning, access recently uploaded PDFs, view and order records, customize your firm’s invoice template, and more!

Looking to Create Forms & Templates?

Since forms and templates pull in case-specific information, this option is only available within a case in the Left-Panel. See Forms & Templates for more information. Additionally, if you're looking for case-related documents, refer to our article on the Activitiy Tab of a case.