Creating and Deleting a Filled Form
- Getting Started
- Administrator Tools & User Management
- Cases & Activities
- Contacts & Companies
- Events & Calendar
- Tasks & Workflows
- Messages & Email
- Documents, Templates & Uploads
- Assigning Uploaded Documents to a Case
- Auto-Opening Documents in Firefox
- Batch Uploading Documents
- Blocking Uploaded Documents from Going to Your Inbox
- Changing Firm or Branch Office Letterhead
- Changing an Existing Template
- Changing the Program that Opens Merged Documents
- Combining Documents Within a Case
- Compress / Combine / Zip Files and Upload Them
- Creating a Pleading Template in Microsoft Office
- Creating a Template
- Creating and Deleting a Filled Form
- Deleting Documents
- Disabling Word 2010's 'Protected Document' Feature
- Enabling Macros in MS Word 2007 for Quicksave
- Enabling Macros in MS Word 2011 on Mac for QuickSave
- Enabling QuickSave for Use in Merus
- File Size Limit for Uploads
- File Types You Can Upload in MerusCase
- Finding Court Forms
- Finding Uploaded Files
- Managing Uploads From Your Inbox
- Merging Documents
- Migrating Tritek Form Letter Templates to Merus
- Removing Headers and Footers When Printing
- Scanning Documents for a Batch Upload
- Three Essentials for the Template Creation Process
- Using .docx Files with Older Versions of MS Word
- Using Global Search for Documents
- Using the Drag-and-Drop Upload Tool
- Using the Upload Tool
- Applying Batch "Find and Replace" Operations to MerusCase Templates
- Inserting a Signature Image in Letter Templates
- QuickSave: Save to Merus
- Invoices, Payments & Billable Time
- Personal Injury Features
- Workers' Compensation Features
- Immigration Features
- Frequently Asked Questions
Creating Filled Forms
1. Click on Forms and Templates once inside a case.
2. Click on All and search for the form you want.
3. Click on Create.
|Figure 1: Click on Create|
4. Fill out the form. You can automatically fill out commonly-used fields like Applicant and Date of Injury by clicking picking a date of injury and clicking Auto-fill, but bear in mind Auto-filling a form will overwrite any existing content in the form.
5. Click Save if you want to edit the form again later.
|Figure 3: Click on Save and then Finalize|
6. Once the form is completed, click Finalize. Finalized forms show up as Form Completed Documents in case activities. Once a form is Finalized, no further changes can be made to the form and should therefore be your last step when creating a new form.
Hiding Filled Forms
Only a Power User or Firm Administrator can hide finalized PDFs.
1. Locate the form you want to hide in case activities and click on the + symbol to expand its description.
2. Click on Hide to hide the expanded Activity from the Activities list in that case.
3. You can later view any hidden activities in the case by clicking Show Hidden at the top of the page.