Messaging Overview


Email Setup

Setup external email accounts for both incoming and outgoing messages via Email Setup. The benefits for syncing one’s email to MerusCase include being able to quickly link messages to cases, send messages with information and documents readily available, and more.

Compose

Users can send emails, referred to as messages, through MerusCase. The Compose Message screen can be opened from a variety of sources, including the Messages dropdown menu, the Inbox, the Sent tab, the Drafts tab, the Outbox, and even from within a case!

For additional information on the options available when composing messages, see the article entitled Messaging - Compose.

Inbox

You can find any messages sent to you in your MerusCase Inbox. MerusCase also supports Shared inboxes, so the entire office can see the inbox for a specific email address.

For additional information on the MerusCase Inbox, see the article entitled Messaging - Inbox.

Sent

Messages successfully sent through MerusCase will always be shown in the Sent tab. This can be a place to reference emails you’ve previously sent, and will also synchronize with any linked outgoing accounts.

For additional information on the Sent tab, see the article entitled Messaging - Sent.

Drafts

The Drafts tab of of the Messaging section of MerusCase will house 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.

For additional information on the Drafts tab, see the article entitled Messaging - Drafts.

Outbox

The Outbox tab contains any message that has not been successfully sent to the recipient. If you have messages in your Outbox, then those messages will likely need your attention.

For additional information on the MerusCase Outbox, see the article entitled Messaging - Outbox.