If you need to upload Documents, Templates, Batch Scans or an Invoice Template to MerusCase, our easy-to-use Upload Tool makes the process simple. Start by navigating to Documents > Upload Tool.
Select the Upload Type. Choose an option that describes the type of file you are transferring to MerusCase. File type options include:
Document: This is the default option. Using an Upload Type of Document will allow the user to upload files to any case. This will create an activity in the activity tab of a case from which the document can be accessed in the future. For additional information on allowed file types, see the Accepted File Types below. Note: If the Upload Tool is accessed when the user is in a case, the Case field will automatically be populated with the current case. If there is no current case, this field will be left blank. Additionally, the Case field is only displayed under the Document type as each other type is not case specific. You can also upload with no case specified, which results in the document getting sent to your inbox; this can be useful when uploading multiple documents for different cases.
Office (MS Word) Template: Using this option will upload the file as a template. The document will then be accessible from the Forms & Templates section of any case. MerusCase templates must have a .docx file extension. This option is only available to certain user permission levels.
Batch Scan: The Batch Scan option will parse through the upload while looking for MerusCase Separator Sheets, then break up files at each separator sheet. This is a convenient method for uploading documents in bulk. Parsed batch scan files are available from your inbox or the Recent Firm PDFs section of the Documents drop-down menu. Batch scan documents must be PDFs. Note: This option is only for multiple documents - separated by separator sheets - uploaded as one PDF.
Invoice Template: This option will replace the background for invoices created through MerusCase. Any invoice template must be a PDF. Uploading a new Invoice Template will replace any existing Invoice Template. The elements of the template that you can customize via upload are the letterhead at the top and the footer at the bottom. There are many, many more customization options under Tools & Settings > Accounting Setup > Invoicing.
NoteNote that you can always see recently uploaded documents in Recent Firm PDFs. If you've enabled the Block uploaded documents from my inbox option in User Preferences, documents uploaded with no case specified will not show up in your inbox and will thus have to be accessed via Recent Firm PDFs.
From here, you have three options on how to conduct your upload: * Click on the folder in the Upload Tool - which turns green when you hover over it - and select the files to be uploaded. * Drag-and-drop files from your computer to the Upload Tool folder in MerusCase. * If you want to upload the contents of an entire folder, click upload entire folder. Any non-allowed file types will be excluded.
If you’re using the whole folder method, simply click the folder icon and select the folder.
If you’re using the drag-and-drop method, just drag and drop your files onto the folder icon.
If you want to select files using the folder icon, follow these steps:
Click on the folder in the Upload Tool, which turns green when you hover over it.
On click, a pop-up window will open, allowing you to choose one or several files (this is a typical file browsing window generated by your operating system).
When you have selected the desired files, click Open in the pop-up window. You should now see your chosen files listed in the Upload Tool window underneath the folder icon.
Pro-TipIf you wish to select multiple files, hold down the CTRL key as you select your files for Windows. If you're working on a Mac, hold the Command key as you select files. You can also use the SHIFT key to select everything between two files.
Click Upload. The selected file will appear on the Upload Tool page under file progress. MerusCase will inform you when the process is complete.
Additionally, when in a case, it is possible to Drag & Drop uploads to the Left-Panel.
Accepted File Types
At MerusCase, we understand the wide range of files and file types attorneys need to keep track of for their cases. That’s why we allow users to upload an extensive scope of different file types through our Upload Tool and Messages attachments.
The following file types can be uploaded as ‘Documents’ in MerusCase:
Microsoft Office Files: .doc, .docx, .docm, .dotx, .opd, .odt, .opd, .ppt, .pptm, .pptx, .potm, .potx, .ppam, .ppsm, . xls, .xlsx, .xlam
Other Document Files: .pdf, .wp, .wp5, .wp6, .wpd, .w60, .w61, .wp6, .wps, .txt, .rtf
Data Set Files: .tab, .tsv,
Image Files: .jpg, .jpeg, .jpe, .bmp, .bitmap, .bmpp, .bmpf, .bmp_, .tif, .tiff., .gif, .giff, .png, .pngf, .png_
Audio Files: .mp3, .mp4, .m4a, .wav, .wma
Video Files: .avi, .mpe, .mpeg, .mpg, .mov
Compressed Files: .zip, .rar, .tar, .gz, .7z
Other File Types: .eml, .msg, .xfml, .xml, .vsd, .vss, .vsw, .vst
For security reasons, we also prohibit certain file types from being uploaded into MerusCase.
- Prohibited file types: .dcm, .html, .inc, .php
Pro-TipIf you want to send a large file or group of files via email, try compressing or zipping the files before uploading them.
To compress or zip files or folders for uploading into MerusCase in Windows:
Select all the files you want to zip together by holding the CTRL key and clicking on each one.
Click the right-hand button on your mouse, and select Send To from the menu that appears.
Select Compressed or Zipped Folder from the secondary menu. This will create a new Zipped Folder, which will show up as a new icon ready to be renamed.