Drafts


The Drafts tab contains any unfinished emails you were in the process of writing. You can use the Drafts tab to return to the messages again at a later point. Drafts will save to this tab automatically, but you can also manually save drafts by clicking the Save Draft button available while composing a message.

To open and edit a draft, simply click anywhere on the message from the Drafts tab. This will cause the message to appear on the right side of the screen.

To close the message, simply click on the ‘X’ in the upper-left hand corner of the message. This will return you to the Drafts tab.

Compose

The Drafts tab contains a Compose button, which allows you to compose a new message.

Select Everything or Select None

To make it easy to perform tasks in bulk, MerusCase has a dropdown menu available which allows the user to select all of the drafts or deselect all of the drafts simultaneously. Simply click the checkbox-like icon above the column of checkboxes to see the options Select None and Select Everything.

Note that this will only apply to drafts which you’ve currently filtered for (i.e. which are displayed on your screen at this moment).

Filter

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.

Pro-Tip

MerusCase filtering has very powerful Search and Filter Tricks available to you, such as Custom Filter Shortcuts, powerful keywords, Preset Filters and even more!

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.

The Search/Filter bar in the Drafts tab can be used to filter the messages by Recipient, Subject, Date, and Case. To adjust which category to filter by, simply click on the magnifying glass to the right of the Search/Filter bar. You can then click on the Filter By dropdown menu to select another category.

Delete

Deleting emails from the Drafts tab functions in the same way as deleting emails from the Inbox tab.