On the Menu bar the eFile option links you to the starting point of several different actions which include:
New Case links you to a series of screens the filer will follow that ask a series of questions designed to
collect the data needed to initiate a new case. The questions may change from one court to another and
depending on the type of case that is being initiated. The questions are designed to collect the same data
that you normally fill out using a cover sheet the court may have used in the paper process. As you answer
the questions on each screen and click on the next buttons at the bottom of each screen you will move through
the process until you have answered all the questions and uploaded all your complaints, petitions, and exhibits
that are part of the process to initiate a case. One screen will as you for all the participants on the case
including defendants, plaintiffs, attorneys, agents, and so forth. It is important that you fill out all the
information you have on the participants. If you don't have all the information that is asked for on the screen
fill out at least what is required and anything else you have. You can tell if something is required by the (*)
next to a field.
Prior to logging into eFlex you should have already prepared your documents. That means you have written your
complaint, and scanned in any exhibit that you wanted to include in this submission.
- After logging into the system you click on the buttonor from the menu option 'New Case'.
- For each screen there are questions that identify the court, jurisdiction, case type, and so forth.
- One of the screens has two buttons to add parties. The first button is used to include the parties that you represent if you are an attorney or your own information if you are a Pro Se filer. The
second button is to add party information for those that you do not represent.
- You will repeat the process of adding party information until they are all entered.
- When you are finished added party information you click on next which brings you to the "Add a Document' screen.
- The first step in adding documents is to select from the Categories drop down menu an entry in the list.
- The second step is to enter the Document Title as identified on the notice.
- If this document requires special emergency attention a checkbox is provided.
- You then click on the Browse button and locate the document(s) saved to your local directory. This enters the file name into the locate file section.
- You then click on the Add button. This button transfers the document from your local directory to the Court’s efiling server ready to be included in the submission.
- Sometimes documents require additional information and if that is the case additional web pages will be presented to collect the data.
- You can then repeat the steps to add documents if there are more to be included with this submission. The additional documents will have a new category called Exhibits and no document type will be selected. Once all the documents are added to the submission the you click on the Next button.
- Click Next and you are then presented with the where you are given the option to review the documents and information you have entered up to this point. In addition you can add a note addressed to the Clerk at the Court if needed. This note could be about most anything they need to tell the Court Clerk.
- You then click on the ‘Submit the Filing’ button and a message is displayed to make sure your are ready to submit and you click OK.
- At the end of the process a final notitce about the submission may be displayed based on configuration about how the submission information is stored temporarily.
- From this point you might consider this task finished, however you can also check the status of your submissions to make sure everything is in good order.
Existing Case links you to a series of screens the filer will follow that ask a series of questions designed to
get the right case number. You can get to this process either from the home page or from the menu bar.
- As a filer or respondent on the case you need to submit a response.
- After preparing your documents such as an answer or motion you log into the system.
- Clicking on Existing Case moves you to a screen to identify the case number you are going to file on.
- There are two ways to identify what case you are going to file on:
- From the list of cases displayed on your screen you select one.
- If the case is not listed in the fields at the top of the screen you enter the case number and a participants last name.
- Once you have successfully identified what case you are going to file on you are moved to the 'Add a Document' screen.
- The first step in adding documents is to select from the Categories drop down menu an entry in the list.
- The second step is to enter the Document Title as identified on the notice.
- If this document requires special emergency attention a checkbox is provided.
- You then click on the Browse button and locate the document(s) saved to your local directory. This enters the file name into the locate file section.
- You then click on the Add button. This button transfers the document from your local directory to the Court’s efiling server ready to be included in the submission.
- Sometimes documents require additional information and if that is the case additional web pages will be presented to collect the data.
- You can then repeat the steps to add documents if there are more to be included with this submission. The additional documents will have a new category called Exhibits and no document type will be selected. Once all the documents are added to the submission the you click on the Next button.
- Click Next and you are then presented with the where you are given the option to review the documents and information you have entered up to this point. In addition you can add a note addressed to the Clerk at the Court if needed. This note could be about most anything they need to tell the Court Clerk.
- You then click on the ‘Submit the Filing’ button and a message is displayed to make sure your are ready to submit and you click OK.
- At the end of the process a final notitce about the submission may be displayed based on configuration about how the submission information is stored temporarily.
- From this point you might consider this task finished, however you can also check the status of your submissions to make sure everything is in good order.
Whenever you eFile something to the court you receive several different statuses
back for each submission. The status of each submission will be updated until
the final status has been received. Clicking on this link will take you to a
screen where you can select a range of dates for the statuses you want to see.
Each entry in the list represents the status of a submission.
The status information is temporary and is deleted after a certain period such as 30 days.
You should check each entry. Sometimes, although a status is complete there may
still be a note from the clerk of the court notifying you of
fees due or other information.
The statuses that are possible include:
- Package Pending - The documents and data are being prepared in an electronic 'package' to be sent to
the Court's Clerk Review system.
- Sent - The documents and data have been transmitted to Clerk Review.
- Received - The documents and data have been received by Clerk Review and the filing time recorded.
- Processing - The documents and data have been checked for viruses and validates who sent the
filing and then waits for the clerk to review.
- Receipt Received - The clerk has reviewed your information and a receipt of the results are returned.
- Rejected - The submission was rejected for some reason and the receipt will have a description or reason
for the rejection.
- Resubmitted - The submission was rejected and a new want was created with the Resubmit button.
When a submission is rejected a 'Resubmit' button appears next to the Rejected
status. Clicking on the Resubmit button automatically creates a new submission
based on the previously rejected submission. You can then change what was rejected
by either deleting the document in question or correcting the informaiton you
entered.
Each entry has a link to view the specifics about the Filing Status of the
submission.
If the submission was rejected, the receipt would include a reason field. Sometimes
the reasons are automatically generated; for example if one of the documents
contained a virus. The Clerk will noramall enter the reason for the rejection.
As mentioned earlier, each entry has a limited amount of time that the status
will be viewable. The status section is not where you should look for case information.
That information is available in My Cases.
The Draft feature is a backup for you if you are accidently disconnected from the internet
for some reason.
Whenever you begin creating a new submission eFlex records data
each time you advance to the next screen, including any documents you have loaded. If for some
reason you are disconnected the information creates a draft submission. When you click on the Draft
option under eFile - Draft Filings a list of partially completed submissions are listed. You can
click on one of them and it will move you to the screen where you left off. You can also delete any
or all of the entries if you no longer need the information or completed the submission by starting over.
Each time you log out, if you have partially completed submissions in Draft
Filings, you will be prompted by a reminder that you have items in Draft. This
allows you to finish something you started or you can delete the items in Draft
if you already completed them in a different submission
Templates are a special method of preparing information for initiating a case.
The court has prepared and posted some MS Word or Corel WordPerfect documents for you to
fill out party information and other information about the new case. The idea behind this
concept is that sometimes the filer does not want to fill out all the data on the web.
Sometimes the filer has macros designed to fill out the documents directly from a case management
system controlled by the filer. You can fill in the blanks but you cannot change the document any other
way or it will not work. The system reads through the templates and extracts the data so that you
don't have to fill it in on the web. What ever the reason when a filer is initiating a case one of the
screens will ask you method you want to enter data. The are three options:
- Web Form - using a web browser you fill out all the information
- MS Word - Using a template you downloaded you fill in the data and the web will prompt you when to load the template.
- Corel WordPerfect - Using a template you downloaded you fill in the data and the web will prompt you when to load the template.