What Are Templates Used For?
Templates are a feature within the e-filing system that allows users to create case initiation filings and existing case filings faster. Templates are a way to set the website up for the same type of cases and filings.
How Do I Create a Template?
To create a template, click "View My Templates" at the bottom of the Templates card on the Dashboard or click on the three-line "hamburger menu" icon at the top right and select Templates.
On the templates page, click the +Add Template option on the upper right corner of the screen.
Enter a template name, select whether the template is for a New Case or Existing Case, then click the blue Edit Details button at the bottom right of the screen.
Enter 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.
Enter the Party information for the template, if required. If there are no asterisks or red boxes under the fields, the fields are optional. 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.) Click the blue Fees button to progress.
Select the Payment Account, Filing Attorney, and Party Responsible for Fees, if desired. (Again, this step is not required.) Click Summary to continue.
Review the template, then click Save Template.
How Do I Use a Template?
To use a template for a New Case, click the folder icon on the right side of the template name to create a draft using that template.
To use a template for an Existing Case, click on the three-line "hamburger menu" icon at the top right, click the My Filings section, then select the Filing History subheading.
On the Filing History page, locate the case you want to file into using a template. Click on the Actions button to the right of the case, then select File Into Case with Template on the dropdown menu that appears.