17 th Judicial Circuit Smart Forms

Transcription

1 Florida Courts efiling Portal Florida Courts efiling Portal 17 th Judicial Circuit Smart Forms

2 System Requirements User Registration Administrator Management Submitting your filing Notifications Smart forms Support

3 Internet Connection and Browser Firefox and Internet Explorer work fine Scanner: any relatively recent model Recommended: self-feedingfeeding one Adobe Reader and/or MS Word Recommended: Adobe Pro Microsoft Word Needed if you do not have Adobe Pro

4 Visit to register an account. Currently, only Florida Bar registered attorneys can register to use the portal Judges, Paralegals, Self-represented litigants addressed by sub-committee of efiling authority You can associate three addresses with one account. Create an inbox rule in outlook so you don t miss any notifications!

5 Probate, Trust, Guardianship, Mental Health (including involuntary commitment cases) More than one lead document on a single case All supporting documentation, exhibits must be included in the file you upload as the lead document.

6 No follow up filing for Broward except for the following original i documents: Last Will and Testament for estate cases; Last Will and Testament deposited with the Clerk; Pre-need Guardian Declarations; Bonds; Death certificates; Returns of service; Documents ordered by the Court; and Oi Original i ldocuments required dby law or rule of procedure to be filed with the Clerk (17 th Judicial Circuit Administrative Order Number PRC ).

7 You have two options for efiling: Existing Case or New Case Broward County is not supporting Simple E- Filing so you will not find Broward in the county drop down menu.

8 Choose the Court type and select case type. The sub types will relate to the case type you select.

9 You will be prompted to enter a case number for existing cases. The Portal will pull case and party information and populate this page immediately. Case number format is CaSe SeNsItIvE!

10 For New Cases: You must add parties. The system will indicate which parties are required. The parties will auto populate on existing cases. Do not enter parties on existing cases, even if the party you are filing on behalf of does not appear in the list.

11 Select the Role of your Party. Primary Party : ward, decedent, d etc. Filed on behalf of : the payor (used by the Portal in the event a refund must be issued) You may also search registered filers and add them as parties.

12 You can serve parties via the Portal. Just select electronic under service options and they will receive an with the PDF document attached.

13 Select Add Document

14 Choose Document Group All and then find the pleading you are filing. You can press a key to jump to that letter of the alphabet. Upload your document. Acceptable document formats are PDF and MS Word.

15 The document will appear in the list. You can add more lead documents to this case by selecting Add Document again. Attachments, supporting documentation and proposed orders, pp g p p Must be included in the same file. Please make sure to create PDFs as pages rather than run-on documents.

16 Adobe Pro Required Merge multiple PDF files on your computer into one without printing and scanning Demo! Open the first PDF that you want to include and select File. From that menu, select Create PDF. From that menu, select From multiple files. You will be prompted to select the additional PDF files that you want to include, i.e. supporting attachments, exhibits and proposed orders, letters. You can arrange the order of the documents by selecting the document and either drag/drop or move it up and down in the list with the buttons. Don t forget to check off the box marked Include all open PDFs

17 Enter Payment Information. You can save credit card information. Acceptable Payment Types: Mastercard, Amex, Discover, ACH. No VISA. Review the filing and Submit. You can verify the file name(s) of your document(s) at the bottom of the review page prior to submitting the filing.

18 You will receive two s. The first will indicate successful transmission of your document to the Portal/Clerk. The second will notify you of the Clerk s action, i.e. acceptance or rejection. Your filing log will be updated. You will be able to view the document from your filing log the following business day. If you do not receive notification of the acceptance or rejection within 24 hours of submission, send an to efiling@browardclerk.org fl l with the reference number of your filing in the subject line.

19 Documents submitted for more than one case. Case style referenced incorrect jurisdiction. i Documents filed as new case relate to an existing case. The case/cause number on the document was incorrect. Cover letter preceded lead document. The document cannot be efiled. Resubmit unsigned, proposed order as an attachment with a letter or motion as lead document.

20 Rejected at request of filer. Scanning requirements not met: 8.5 x 11, scanned right-side id up, 300 dpi resolution, and in sequence. Social security or bank account number included more than last 4 digits.

21 Documents were not signed with /s/john Doe or by hand and scanned. Additional i case parties were added. d Filing requires Probate and Guardianship Smart Form available at Confidential documents submitted without proper notice. Fee waiver rejected.

22 Submit request to the Clerk s office for true and certified copies Enhancement request

23 Initial Guardianship Plan Simplified Annual Accounting Employee Statement With A Fiduciary Obligation To A Ward Annual Guardianship Investigation Checklist - Non Professional Annual Guardianship Investigation Checklist - Professional Professional Guardianship Checklist - Additional i Appointments Petition For Order Authorizing Payment Of Attorney's Fee And Expenses Petition For Order Authorizing Payment Of Compensation And Expenses Of Guardian Other forms will be added as they are developed.

24 Coming soon! Annual Plan Application for Appointment as Guardian Corporate Guardian Disclosure Statement Initial Inventory Annual Accounting

25 Access via 17 th Judicial Circuit Website (Probate efiling) Select form from list presented Financial forms will calculate Fill in all fields Case number format PRCYYNNNNNNN no P-RC-YY- NNNNNNN Division is a number entry Grossman 60 Greene 61 Speiser 62

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27 After you finish, review the form for errors (mistakes must be Corrected at this level) and then press Save. This will submit your data to the Court. Step One

28 You will see a prompt indicating document was saved successfully. Alternatively, the form will prompt you to correct errors or omissions. Step Two After you save the document, press PDF to create the PDF form. Once the PDF is created, you must refresh the web form to create a new form or change an entry.

29 A PDF of the form will open up in your browser. Use the menu to save and print the form.

30 The bar code on the lower right corner of the first page is used by the Court to identify and activate the previously stored data.

31 The use of /s/john Doe is still supported. Can also sign, scan & upload. Must maintain originals minimum of one (1) year after final disposition i i and time for appeal of the case. No efiling certification clause necessary.

32 Registration issues or technical problems with Florida Courts eportal: send an to Did not receive notification of clerk action: send an to with your reference number in the subject line Questions about clerk action: contact Allison Woodham at Smart Form or general questions: send an or call Christin Gallardo at

33 Probate efiling web page Filer documentation link at bottom of page

34 The 17 th Judicial Circuit and Broward Clerk of Court thank you for your continued support of our efiling efforts.