The Attach to Merus add-in allows you to link emails directly to your case files in MerusCase. It is compatible with Outlook 2013 or later, Outlook 2016 for Mac, and Outlook on the Web.
Click on this link to head to the Attach to Merus page on the Microsoft Office Store website.
Click on the green Add button.
If prompted, type in the email address or phone number of the account you would like to use with Office.
Click the Install button to install Attach to Merus. Confirm.
Follow the appropriate given Microsoft instructions for enabling add-ins in your version of Outlook and for the type of computer (Windows or Mac) that you’re using.
When the instructions prompt you to search for the add-in you’re looking for, type “Attach to Merus” into the search bar.
If you’re using Outlook on the Web: When viewing a message which has already been received or sent (i.e. not when composing a message) click on the little MerusCase logo icon near the Reply All button.
If you’re using Outlook 2013 or later, or Outlook 2016 for Mac: When viewing a message which has already been received or sent (i.e. not when composing a message), click on Show Taskpane near the top right of your screen.
Log in to your Merus account in the MerusCase taskpane on the right just as you would in your web browser. Enter your Email and Password, then click Login. You will then see new options appear, including a greeting and a refresh button, as well as some blank fields.
Start typing in the desired case name into the Search Cases field. Just as you would expect from the search bar in Browse Cases within MerusCase, this will automatically bring up suggestions as you type. Select the desired case name. If you wish to change this later, click the X next to the case name.
Optionally, choose an Activity Tag. Just like with linking an email through Messages in MerusCase, the email will automatically have the “Message” tag, but you can add another here.
Click Link to Case to attach the email to that case and have it show up in the Activity tab.