After merging a letter or pleading template in MerusCase, users can quickly get their updated document back in to the case using our SaveToMerus feature in Microsoft Word. This kind of one-click convenience saves users a lot of time and effort, but some initial configuration is required to take advantage of it: once a merged Word document is downloaded from a browser to a user's computer, uploading it back to the case in MerusCase requires a special type of connection that has to be allowed through the user's firewall.
"I don't know where to find anything now," this user bemoaned. The word "now" caught my attention, and a few more questions revealed that their workstation had recently been replaced by their firm's IT department: they were having difficulty getting around due to the new Start interface in Windows 8, making their workstation a brand-new computer which hadn't yet had Word added to the list of programs allowed by Windows Firewall.
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