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, 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.
Contact MerusCase Support
Please let us know how we can help, and one of our Support Specialists will reach out to you