Creating a Template
- 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
Merus has a number of built-in templates and court forms setup and ready to go the first day you log in. However, if you find yourself in need of a new template, we also provide the necessary tools to create one.
Note: The Template Creator is only available for Windows users.
Downloading and Using the Template Creator
Before you create a template, you need to enable macros in Word. A macro is software embedded into the background of Word and it has a text-based interface that allows you to program how it functions. The specific types of macros we're going to be using in Merus are merge fields, which take the text-based information and the software retrieves information from Merus to then show the desirable text.
- Download and open the Template Creator for Workers' Compensation, Personal Injury, or for Pleadings.
- Enable Macros in Word to allow merge fields.
- Close Word and open it again to ensure macros are enabled.
Using the Template Creator, there are a number of different types of fields available, and just as many ways to arrange it. While not an exhaustive list, below you will find an overview of some of the available fields.
FIRM - Fields under Firm include name, address, phone number, and other contact information, as well as default venue, tax ID and website.
CASE - Under Case, you will find information such as relevant dates, attorneys, and other staff, as well as file number, status and other miscellaneous case details.
APPLICANT - Applicant fields include address and contact information, SSN, date of birth and other relevant personal information.
PARTY - Under Party, you will find fields related to all persons potentially involved in a case, including name and contact information.
INJURY - Injury fields relate to the applicant’s injury, including injury dates, place of employment, location of injury, as well as WCAB/EAMS numbers and carrier claims numbers, among other details.
Inserting and Arranging Fields
First, open the Template Creator in Microsoft Word, then create a new document. You should now have both the Template Creator and your new document opened.
- Under the MerusCase tab in the template creator, select the desired merge field from the drop down menus. This will insert the field into the Template Creator document.
- Being sure to select the entire field, copy this text, then navigate to your opened template.
- Navigate to your new document and paste the merge field in the desired location within the new template.
As you create your new template, repeat this process for all the necessary fields.
Styling Templates and Merge Fields
As you begin to build a new template, you will quickly become aware of the different ways to use merge fields to display the same information. For instance, you could build your firm’s address by using the name, street address, city, state and ZIP fields, arranged to form your mailing address. These fields give you direct control over what appears where in your template, and give you the ability to use specific pieces of information individually. However, addressblock field will allow you the option of placing the address as one block, using only one field.
As you work with your new template, you may also find that you need to adjust the text styling of the merge fields to match that of your document. This is as simple as formatting the text of any other document. First, you should be sure to select the entire merge field. Next, right click on the selected field and select Font to change either the font or size of the text, or select Styles to change the text styling, as needed.
Save and Upload the Template
Save your edited template in a location on your computer that's easy to remember.
Upload the new file using the Upload Tool. Be sure to select Office Template before uploading.
Test the Template
To ensure your new template is working properly, you will want to perform a merge to verify that the desired information is displaying appropriately.