Tools Panel Navigation


To access Tools & Settings, click the gear icon in the top right corner of MerusCase. Top-level sections of the Tools section will be displayed in the gear icon’s menu, such as My Account, My Preferences, Firm Setup, and more!

Tools and Settings

Whenever you’re in Tools & Settings, the left-panel is visible, providing quick access to various User and Firm settings.

Account

The Account submenu displays navigational links as follows:

Email Setup

Add and manage incoming and outgoing email accounts for both individual and shared accoutns within MerusCase via Email Setup.

Email Setup Submenu

User Management

User Management provides a away to view active and suspended users, edit permission levels, add new users and more. See documentation entitled User Management for a more in depth look.

Systemwide Settings

The Systemwide Settings section quickly links you to Display Options such as Activity Tags and Event Type, Accounting Setup, Firm Preferences, and more as follows:

Automation Setup

Data Import Tools