File & ServeXpress. PUBLIC ACCESS TERMINAL (PAT) How to File a Transaction User Guide

Transcription

1 File & ServeXpress PUBLIC ACCESS TERMINAL (PAT) How to File a Transaction User Guide

2 File & ServeXpress PUBLIC ACCESS TERMINAL (PAT) How to File a Transaction Table of Contents File & Serve Resources... 3 Submitting Transactions through a Public Access Terminal (PAT) Overview... 4 Logging on to the Public Access Terminal... 4 Initiating a Case through the Public Access Terminal... 5 Submitting Transactions in Exhisting Cases through the Public Access Terminal Last Updated: 12/18/2012 2

3 File & Serve Resources File & ServeXpress has many resources available to you in order to address your questions and concerns. File & ServeXpress 24/7 Client Support is available to assist you with technical, ID, functionality and any other questions you may have. You can contact Client Support at File & Serve Resource Center is available within File & Serve by clicking on the Resource Center link at the top, right hand side of your screen. The Resource Center contains our training registration information, jurisdiction specific rule & procedures, user guides, best practices, pricing and much more! File & Serve Login Page is where you can find password help, what s new and any important information like scheduled maintenance or system changes. File & Serve Notices is an information page that is available on the bottom, left-hand side of the File & Serve Home tab, once you sign into File & Serve. This page will provide you with any critical information, such as system maintenance or downtime, changes in fees, legal notices, litigation launches and much more. Last Updated: 12/18/2012 3

4 Submitting Transactions through a Public Access Terminal (PAT) Overview File & Serve provides Public Access Terminals (PATs) at Courthouses in many jurisdictions where Courts utilize File & Serve for efiling Purposes. Clients can use PATs to file transactions to the Court and can also view, print or download documents from cases as well. Use of the PATs are free of charge. Logging on to the Public Access Terminal To submit a transaction to the court or search the File & Serve database by utilizing the public access terminal (PAT) at the Clerk s office, the non-subscriber must first obtain a one-time User ID and Password from the clerk. At the PAT Welcome screen, the user will click on the Filing tab or the Filing red link. Public Access Terminal Tips Public Each time Access you use Terminals the PAT, you are must commonly get an ID and referred Password to PAT s. from the Court Clerk. Public Access Terminals are conveniently PAT User ID/Passwords located in can the only lobby be used of many once. of the They Courts are who not use multi-use File & Serve passwords. for efiling purposes. While From any File of & the Serve screens does in not File charge & Serve, for you the may use click of on PAT the terminals, File & the Serve Court Support where link the in the PAT upper is located right may hand charge corner of for the printing screen. or This downloading link provides costs. access to Check access with support the Court links Clerk to the regarding Knowledge Base, pricing File & prior Serve Client to downloading Support, File or & printing Serve Rules, documents. and Pricing PATs may not be available in all jurisdictions that use File & Serve s efiling capabilities. Call the Court Clerk in the jurisdiction where you need to file to inquire about whether that Court has a PAT. This action will bring up the Filing Sign On screen. password provided by the clerk and click Sign On. The user will enter the PAT User ID and Last Updated: 12/18/2012 4

5 Public Access Terminal Tips The Public Access Terminal Agreement will appear. The PAT user must accept terms of the agreement to proceed with the transaction in the File & Serve application. Knowledge Base, File & Serve Client File & Serve Client Support s phone File & Serve Client Support is available 24 hours per day. Initiating a Case through the Public Access Terminal After sign on, the user will have the choice of filing in an existing case or filing a document to initiate a new case. Last Updated: 12/18/2012 5

6 1. Click on the link File document to initiate new case if your case does not already exist at the court. Public Access Terminal Tips File & Serve Customer Support s phone 2. To initiate a new case, at the Case Information Screen select a Court and click Continue. File & Serve Customer Support is available 24 hours per day. 3. Once within the selected court, select a Case Class and click Continue. Last Updated: 12/18/2012 6

7 Public Access Terminal Tips File & Serve Client Support s phone 4. Enter the requested case information: Division, Case Type and Case Name and click Continue. The Cases Name should be entered according to local Court Rule or State Supreme Court Guidelines. File & Serve Client Support is available 24 hours per day. 5. Choose to file as a Pro Se (not represented by an attorney) or as a non-subscriber law firm. Last Updated: 12/18/2012 7

8 6. Click Continue. 7. At the Document Level you can attach your documents to the transaction. The steps for attaching a document are as follows: Choose a document type from the Document Type dropdown. Locate the document on your disk by clicking the Browse button under the Add a document to your Transaction line Enter the title of your document in the Document Title field. Choose whether the document is to be available publicly or sealed by choosing the appropriate radio button: Submit this document to the court as a public transaction or Request the court to seal this document. Last Updated: 12/18/2012 8

9 Public Access Terminal Tips File & Serve Customer Support s phone File & Serve Customer Support is available 24 hours per day. 8. Add any other documents you may wish to upload at this time. Indicate which document is the main document and which document(s) are the supporting documents. 9. Click Continue. 10. After all documents are attached you can now enter the party information. To add parties take the follow steps: Select initiating or additional party Choose the type of entity (individual or organization) Choose the party type. Enter first, middle and last name. Click Add Party. Last Updated: 12/18/2012 9

10 Public Access Terminal Tips File & Serve Customer Support s phone File & Serve Customer Support is available 24 hours per day. 11. You will follow this process until all parties are entered. 12. Once you are done adding parties then click on the Continue button. 13. You are now taken to the Review and Submit level. Last Updated: 12/18/

11 14. While in the Review screen, if you click on the red Document Title or the Original File, the attached document will display. Document title displays the PDF version; Original File displays the original format of the attached document. 15. Once you are finished reviewing, click Authorize. Once the page refreshes you will see a Transaction Receipt that shows the details of the transaction that you just submitted. Last Updated: 12/18/

12 Public Access Terminal Tips File & Serve Customer Support s phone number is is File & Serve Customer Support is is available 24 hours per day. 16. Your transaction is now finished. You may then either print out the Transaction Receipt, start a new transaction or complete your transaction by selecting the appropriate option on the above screen. Submitting Transactions in Existing Cases through the Public Access Terminal 1. To submit a document in an existing case click on the File in existing case link. Last Updated: 12/18/

13 2. The next screen is the Case Information level. Choose the Court to whom you wish to submit your document and click Continue. 3. Once the court is selected, type in the case name or case number and click Search. Last Updated: 12/18/

14 Public Access Terminal Tips File & Serve Customer Support s phone 4. When the selected case appears, click on the radio button to the left of the case and click Continue. File & Serve Customer Support is available 24 hours per day. If you choose the option I am a member of a law firm that is not listed above., you will be required to link your attorney to this case (if he or she is already a member of File & Serve) or add in the attorney s information so that way they are added to the system. 5. Select one of the following that applies to you: Last Updated: 12/18/

15 Choose the law firm that represents you; OR Choose I am a party in the case and not represented by a law firm. ; OR Choose I am a member of a law firm that is not listed above. or not represented by a law firm or add your law firm and click Continue. Public Access Terminal Tips File & Serve Customer Support s phone File & Serve Customer Support is available 24 hours per day. If you choose the option I am a member of a law firm that is not listed above., you will be required to link your attorney to this case (if he or she is already a member of File & Serve) or add in the attorney s information so that way they are added to the system. 6. At the Document Level you can attach your documents to the transaction. The steps for attaching a document are as follows: Last Updated: 12/18/

16 Choose a document type from the Document Type dropdown. Locate the document on your disk by clicking the Browse button under the Add a document to your Transaction line Enter the title of your document in the Document Title field. Choose whether the document is to be available publicly or sealed by choosing the appropriate radio button: Submit this document to the court as a public transaction or Request the court to seal this document. Public Access Terminal Tips File & Serve Customer Support s phone File & Serve Customer Support is available 24 hours per day. 7. If you have other documents to add, continue to add them in the same manner.. If you are adding additional documents, indicate which document is the main document and which document(s) are the supporting documents. Last Updated: 12/18/

17 8. Click Continue 9. The next screen is the Sending Parties level. At this screen you choose the parties on whose behalf you are submitting the document by clicking the radio button to the left of the party. 10. Click Continue once all your selections are made. Public Access Terminal Tips File & Serve Customer Support s phone File & Serve Customer Support is available 24 hours per day. You may also add new counsel from your firm to an existing case party as well from this Add a New Party screen. Simply click on the link for the case party name at the bottom of the screen and follow the instructions provided. 11. If you need to add additional parties, you can do so from this screen. To add new parties please take the following steps: Click on the Add a New Party button Last Updated: 12/18/

18 Choose the type of entity (individual or organization) Choose the party type Enter the First, Middle and Last name of the party. Select the attorney and attorney type. Click Add Party to add the party to the case. 12. Click Continue. 13. You are now at the Review & Submit level. Public Access Terminal Tips File & Serve Customer Support s phone File & Serve Customer Support is available 24 hours per day. If you are a member of a law firm you will need to choose the attorney at your firm who is authorizing the transaction. You would just need to choose his or her name from the Authorized By dropdown. 14. While in the Review and Submit Screen, if you click on the red Document Title or the Original File the attached document will display. Document title displays the PDF version; Original File displays the original format of the attached document. Last Updated: 12/18/

19 15. Once you are finished reviewing your transaction, Click the Authorize button. 16. The screen will refresh and you will see a Transaction Receipt. The Transaction Receipt shows the details of the transaction that you just submitted. 17. Your transaction is now finished. You may then either print out the Transaction Receipt, start a new transaction or complete your transaction by selecting the appropriate option on the above screen. Last Updated: 12/18/