The Template tool is way to speed up the filing process by setting up fields for new and existing cases. To create a template, click on the Template card on the Dashboard or click on the hamburger (three-line) menu icon at the top left of the site and select Templates.
On the templates page, click the +Add Template option on the right side of the screen.
Enter a template name, select whether the template is for a New Case or Existing Case, then click Edit Details.
Set up the case information of the template. In this order, click on the drop down boxes for Court Location, Case Category, and Case Type. When all the required boxes are selected, click on Parties.
- Please Note: Templates are for specific court locations and specific case types in those courts (as different courts may hear different types of cases). To create a template, you must select a Court Location, Case Category, and Case Type.
Set up the Parties on the template. If there are no asterisks or red boxes under the fields, the fields are optional. Enter the template party information if required. Once all the information for the template has been entered, click on Filings at the lower right-hand corner. (You may be able to skip this step entirely.)
The Filings section is skippable. Click Service to continue.
Add an email contact to the template party by clicking one of the Add Service Contacts options, if you desire. (This step is not required.)
+ Add New Contact example below.
+ Firm List example below.
Click Fees to continue.
Select the Payment Account, Filing Attorney, and Party Responsible for Fees, if desired. (This step is not required.) Click Summary to continue.
Review the template, then click Save Template.
To use the Template for eFiling, click the folder icon on the right side of the template name.