The Filings tab is where you upload the document that you want to send to the court.
At the Filings tab, look for RED asterisks, this will indicate that the field is required. Also look for boxes in red under the clickable or enter-able fields. Scroll down the screen to see more fields.
What is a Filing Type?
There are three types of filings: EFile, EFile and Serve, and Serve.
EFile will only send your filings to the court. It will not serve your filings on the other parties on the case. You would have to serve the parties on your own. EFile should be used for the first filing to start a case.
EFileandServe will send your filings to the court and also serve them electronically on any service contacts you select in the Service Contacts section.
Serve will not send your documents to the court but will serve them electronically on any service contacts you select in the Service Contacts section.
What is a Filing code?
The filing code is the specific type of filing that you are sending to the court. (Example: complaint, motion, memorandum, affidavit, etc.) If you have multiple documents to file, you should add the main document first, which is typically a complaint, answer, motion, etc.
Choose the filing code that most closely matches the document you want to upload. If you are submitting a form, the name or title of the form may help you choose the right filing code. TIP: If you start typing a word into the field (for example, motion), the list will show you all the options that include that word. Click here for more details about the filing code.
Please note: If you need help selecting filing codes, please contact the court that you are sending your filings to.
What is a Filing Description?
The Filing Description field allows you to describe the lead document that you are filing.
What is the Client Reference Number?
The Client Reference Number is to help attorneys associate filings with internal firm records. For example, you can enter your client's name or account number, or the purpose of the filing to help you reconcile your filings with your firm records. Client Reference Number is often used to help you distinguish between your e-filings. Note: Client Reference Number does not need to be a number.
What should I put in the Comments to the Court section?
This section can be used to add any comments you need to make to the court reviewer directly. The comments should be information that is not already included in your documents.
Scroll down the screen. In the Documents field, click on Select Documents.
The documents that appear are the documents added from the Documents tab. Click on the arrow to the right of the document name. Document will move to the Selected column. Press Save.
What is a Lead Document?
The Lead Document is the main document you are adding to a filing, and it is required. Here you upload a document from your computer. The document must be saved as a PDF file to upload successfully. The Lead Document is what gets filed stamped by the court.
Do not make each page of a document into its own PDF. A document you file should be one PDF. If you are submitting multiple documents (for example, a complaint and an application for a fee waiver), you should upload the documents separately and pick a filing code to go with each document.
If an additional Lead Document is needed in your filing, click here for instructions.
What are Attachments?
Some courts allow you to upload more than one document as a single filing using a lead document and attachment documents. For more information about lead and attachment documents, read this article.
What is a Document Description?
The Document Description field allows you to describe the specific document that you are filing.
What is Security?
If this field is visible, you can select a type of security to, for example, tell the court if the document contains sensitive or confidential information.
If you are unable to move on to the next section, check for any boxes in red or look for a red triangle .
Click either the pencil icon to edit the filing or trash can icon to delete the filing.