Any table in MerusCase allows for filtering across any of the columns on your screen to provide the user a tailored list within the system. In other words, use the filter to quickly find a specific line item within the table.
Additionally, MerusCase supports the use of multiple filters at once. For instance, a user can search for all open (by the Case Status column) cases within Browse Cases and then apply a second filter to then search for Assigned to Me (by the Staff column) within those open cases.
To apply multiple filters, enter the first filter then click on the magnifying glass. On click, a drop-down window will appear. Click Add Filter and toggle what to filter by.
Select Always use this column if you wish to always use the same filter type. Many firms find it particularly useful to select this option when filtering for cases, forms, or templates.
To remove a filter, click on the added filter button (each applied filter appears as a button in the Search/Filter bar). For example, to remove the filter for open cases, click on the button Status: Open within the Search/Filter bar.
Use filtering in MerusCase to quickly find a specific form you’d like to create.
You’ll see that there are also many forms marked as ‘Legacy.’ These are the previous versions of the forms, and they are available for your use. However, it may be helpful to filter these from the list if you are looking for a more current version. To do so, simply click the Hide Out-of-Date (Legacy) Forms button. To show legacy forms, click the Show Out-of-Date (Legacy) Forms button.
Anywhere there is a table within MerusCase, there will be what’s called a control column. The color of the control column will change based on the theme being used, but it will consistently display three dots in the form of an ellipsis.
This control column is where additional options for each line item will be.
To view a Court Form, click on the control column next to the desired template and select View Form. You can also simply click on the line item for the form.
On click, the form will be visible on the right-hand panel. This panel will provide a page-by-page preview if available and will provide the options to Download Original or Forward the document via Messages. To exit out of a preview, simply click the ‘x’ button in the upper-left hand corner.
To view/download a blank version of the Court Form PDF, click on the control column and select View/Download. Alternatively, click the download button_ from the right-panel preview.
On click, a new tab will open with the blank version of the PDF in Chrome. For other browsers, the PDF will automatically download to your local machine or device.