Florida Courts E-Filing Portal. Judge Filer User Manual

Judge Filer User Manual April 2017

Judge Filer User Manual 2017.01 Page 2

Table of Contents Introduction... 5 Video Tutorials... 5 Videos for the Judicial User... 5 Training Manuals & Materials... 5 Materials... 6 Manuals... 6 Account Registration... 6 Activating Your Account... 7 Portal Navigation using Administrative Links... 9 Account Menu... 9 My Profile... 10 Change Password... 16 Email Log... 17 Submissions... 20 Search Submissions... 21 Submissions by Status... 23 Submission Summary... 24 Filers, Filings/Mail Logs... 24 Organizational Filings... 25 Judicial Filing Options... 26 My Cases... 27 My Submissions... 27 Workbench... 28 Search Workbench Items... 28 My Alerts... 28 E-Filing Map... 29 Help... 30 Version... 30 Filing an Order... 30 Using the E-Filing Map... 30 Case Information... 31 Documents... 32 ServiceList... 34 Review and Submit... 40 Filing Received Confirmation... 41 Using My Cases Page... 41 Judge Filer User Manual 2017.01 Page 3

Case Information... 43 Documents... 43 ServiceList... 46 Review and Submit... 52 Filing Received Confirmation... 52 Proposed Orders/Warrants... 53 Judicial Review... 53 Judicial Work Queue... 54 Reviewing a Submission... 55 Moving a Submission to the Correction Queue... 58 Sign and File... 62 Uploading an Edited Signed Order... 66 Judge Filer User Manual 2017.01 Page 4

Introduction The purpose of this User Manual is to provide you, the E-Filer, with the information necessary to electronically file your orders via the Florida Courts E-Filing Portal commonly referred to as the Portal. This User Manual will step you through the process of registering as a new E-Filer, managing your User Account, filing your orders and reviewing and accepting proposed orders and proposed VOP warrants submitted through the Portal. As with documentation for any new system being deployed, this document will be revised as necessary to reflect modifications and enhancements to the Portal. Video Tutorials WebEx video tutorials are available on the Florida Courts E-Filing Portal website (https://www.myflcourtaccess.com/authority/trainingvideos.html) covering all common E-Filing tasks. These videos may be used in conjunction with this manual for maximizing E-Filing orientation and education. Videos for the Judicial User Florida Courts E-Filing Portal - The Judicial Filer - 20 mins (6/17/14) Florida Courts E-Filing Portal Judicial Filer - Pending Queue - 10 mins (6/20/14) Florida Courts E-Filing Portal Setting Judicial Preferences - 6 mins (6/20/16) Florida Courts E-Filing Portal Judge Sign and File - 4 mins (6/20/16) A YouTube training video, a link to the User Manual and a FAQ document are also on each page of the Portal. The training video and FAQ document apply only to the page it is on for a quick reference guide. The links are located on the right hand side of the banner as shown below. Quick Links are also found on each page in the upper right hand corner of the banner. Training Manuals & Materials Also available on the Florida Courts E-Filing Portal webpage are Training Materials and Manuals. Judge Filer User Manual 2017.01 Page 5

Materials E-Filing How To Handout E-Service/E-Filing PowerPoint (Flabar.org) Florida Bar letter to Clerks for Pro Hac Vice process Florida Bar Process for Filing Pro Hac Vice (Flabar.org) Clerk Tasks to Complete Criminal E-filing Interface November Conference E-Filing PowerPoint E-Service FAQs Quick Reference Guide to Appellate Drop-Down Options Request for Criminal-Civil Docket Descriptions Florida Courts E-Filing Authority Public Records Requests Policy - 10/2014 Manuals E-Filing Portal Standardization Project- May 7, 2015 e-portal Document Submission Standards- April 2016 Portal Organization Administrator User Guide -April 2016 E-Filing Portal User Manual -June 2016 Document Binary File Name Standards AOSC 09-30 Electronic Filing Specifications Florida Supreme Court Standards for Electronic Access to Florida's Courts v. 14 - adopted May 2014 E-Service User Guide -updated July 2014 E-Portal/Electronic Service List Web-Service Operations User Guide Replacing Attorneys on E-Service Lists Self-Represented Litigant - June 2016 Clerk Filer Manual - April 2016 Portal County Administrator User Manual - April 2016 Circuit Administrator User Manual- June 2016 Judge Filer User Manual June 2016 Account Registration Prior to utilizing the Florida Courts E-Filing Portal you will need to contact your Judicial Circuit Administrator and request to have an E-Filing account established. Once your account is created, you may access the Portal s log-in page, by typing the following URL into the web browser: www.myflcourtaccess.com. You will be directed to the Florida Courts E-Filing Portal page. Judge Filer User Manual 2017.01 Page 6

Activating Your Account Once your Circuit Administrator has created your account, you will receive an email notification advising your account has been created and is ready for Activation. In the email it displays your name, your user name and your temporary Portal password. When you are ready to activate your account, click on the link in the email as shown below. That will take you to the Account Activation page in the Florida Courts E-Filing Portal. Judge Filer User Manual 2017.01 Page 7

Type in the Current Password which is provided in the email you received. Then type in a New Password which you will use from this point on along with your user name to log into the Portal. Select a Security Question from the drop down and provide an answer to your Security Question. Make sure your Primary Email address is correct and feel free to add any additional email addresses you wish to have receive any email notifications sent by the Portal. Then click on Activate. Next you will see the Select the Account Activation Complete page at which time you will be able to enter your user name and your new password to sign into the Portal. Judge Filer User Manual 2017.01 Page 8

Portal Navigation using Administrative Links Once the account is activated, you can return to the Portal home/log-in page at www.myflcourtaccess.com. There you will enter your User Name and Password and click Sign In to enter the Portal. Below the banner is the Portal Menu Bar. This will help you to navigate the Portal to submit filings and to do Judicial Review of proposed orders. There are four tabs on the left hand side of the Menu Bar: 1. Account 2. Submissions 3. Judicial Filing Options 4. Help There are quick links located on the right hand side of the Menu Bar. The icons will take you to your Workbench, the E-Filing Map and allow you to Sign out. This is your Workbench icon This is the E-Filing Map icon This is the Sign Out icon Account Menu From the Account Menu tab you have four options: 1. My Profile 2. Change Password 3. Email Log 4. Log out Judge Filer User Manual 2017.01 Page 9

My Profile Choosing My Profile, from the drop down provides E-Filers with the ability to manage their account information using User Details, Preferences and Division Association. User Details The User Details option provides you with the ability to update your profile information. You are able to update any profile information present with the exception of Status, Role, Florida Bar Information and Organization. When finished updating click on the Save button at the bottom of the page to save changes and then Close. Judge Filer User Manual 2017.01 Page 10

The Portal allows for you to enter up to three [3] Email Addresses. Electronic Notifications are sent to all email addresses on the account. Preferences The Preferences tab allows you customize the Portal to appear the way you want it to when you log into the Portal. The options you are able to set are: 1. Whether to collapse the Work Queues when Submission is opened [Judicial Review] 2. Maximum # Filing to show in Reviewer List [100 up to All] 3. Home Page a. File Notice of Appeal b. My Cases c. My Submissions d. My Workbench e. E-Filing Map f. Work Queue 4. Filing Path a. Trial Courts Case Initiation b. Trial Court Pleading on Existing Case c. Appellate Courts Case Number Pending Judge Filer User Manual 2017.01 Page 11

d. Appellate Courts - Case Initiation e. Appellate Courts Pleading on Existing Case 5. Last Jurisdiction File to a. Any County or DCA in the Portal 6. # Rows Per Page in Document Selection Grid If you select a Home Page, a Filing Path and the Jurisdiction, when you log into the Portal unless you have an alert pending you will be immediately taken to that page. Below is an example of a Home Page set to the E-Filing Map, the Filing Path to Trial Courts Pleading on Existing Case and the Jurisdiction to Brevard County. Now you are ready to file Orders on existing cases in Brevard County by simply clicking on the File Now button. If you have an alert pending, the Portal will automatically bypass your Preferences and take you to the My Alerts page. That page is where the Portal will land when you log in until you rectify or clear the pending Alert. Once the Alert has been cleared, you will then land on your designated Home Page when you log into the Portal. Email Preferences You may also select which email notifications you wish to receive in your email provider. If you do not wish to receive any of the email notifications on the list, simply remove the checks from the box. You will no longer receive that email notification in your email provider. Judge Filer User Manual 2017.01 Page 12

Proposed Order and Warrant Preferences Your proposed order and proposed warrant preferences will establish the way you wish to receive proposed orders and warrants submitted through the Portal. We will discuss the various options below. If you wish to have your Judicial Assistant notified when a proposed order/warrant is submitted, place a check in the box and type in the email address you wish to be notified. Judge Filer User Manual 2017.01 Page 13

If you wish to have the proposed order/warrant automatically emailed to you or an email address of your choice when it is submitted, place a check in the appropriate box and select to use either your profile email addresses to receive the submitted proposed order/warrant or an email address of your choice. If you want the submission removed from your Judicial Work Queue when the proposed order/warrant is emailed to either your or your JA, select the box that says Mark Submission as complete when emailed to Judicial Officer/Division/Judicial Assistant. If you wish to have the submission marked as complete which removes it from your Judicial Work Queue when downloaded, mark the appropriate box. If you wish to have the submission marked as complete which removes it from your Judicial Work Queue when the proposed order/warrant is printed, mark the appropriate box. If you wish to be able to download a submitted proposed order/warrant and edit that order/warrant and file it back through the Portal using the same submission, be sure to place a check in the box next to Allow uploading of signed orders in Judicial Review. You may also upload a wet ink or signature image to be used on the proposed orders when the Portal adds your signature block to the Order/Warrant. If you do not upload a signature image, the s/judges NAME will be used instead. If you wish to have the required Cover Letter made a part of the official Court file and filed with the Clerk, place a check in the box next to Submit Cover Letter to Court Clerk with Signed Orders. If you wish to add your Judicial Assistant information to the Certificate of Service, type in the information you wish to have shown at the bottom of the signed Order. To add a carriage return to the Judicial Assistant information, add \r\n between the name and the title. That will make the signature appear like this: s\lisa Shorten Judge Filer User Manual 2017.01 Page 14

Judicial Assistant to Circuit Judge Lisa Taylor Munyon Then be sure to click on Save to keep your selected options and then click on OK. Division Association Using the Division Association tab on the My Profile page allows you to link yourself to a specific County and Division. Select the County and the Divisions you wish to receive proposed order/warrants in and click on Add Selected to move the selected Counties and Divisions to the Selected side. Judge Filer User Manual 2017.01 Page 15

Then click on Save, OK and then Close. Change Password The Change Password menu option provides E-Filers with the ability to manage / change their password. Judge Filer User Manual 2017.01 Page 16

New passwords must meet the criteria for passwords stated on the page under the New Password input box which is Password must be between 6 and 16 characters, with at least 1 number. You will receive an email notification if your password has been changed. Be sure to write down your new password someplace for safe keeping as there is no way to recover a saved password. If you forget your password you will have to reset your password from the front page of the Portal. Email Log Any email that you the receive via your email provider will also be logged in the Email Log. To access the Email Log go to the Account tab and from the drop down select Email Log. Judge Filer User Manual 2017.01 Page 17

The Email Log will default to the last seven days however you can adjust the dates to reflect a larger period of time if you are searching for a specific email. Either type in the From date or use the calendar fly out to select a date. Then select Refresh. Judge Filer User Manual 2017.01 Page 18

You can also search for the type of email by selecting your search criteria from the dropdown. Set the number of records to show per page by selecting the number from the drop down. To view the results of your search, scroll down the page. To view the contents of the email, click on the email you wish to view. Judge Filer User Manual 2017.01 Page 19

Scroll down the page and you will see the body of the email that you also received in your email provider [i.e. yahoo, Gmail, outlook, etc.]. These emails will be available for 90 days. Submissions The Submissions tab will be a tool you can use if you are set up in the Portal to receive Proposed Orders. This will help you to search for specific Submissions. The Submissions option provides you with the following search options for Submissions that have been submitted to you. Search Submissions Search for an E-Filing Submissions by Status E-Filings by Status Submissions Summary Counts of E-Filings and documents by type Filers, Filings/Mail Logs Organizational Filings Judge Filer User Manual 2017.01 Page 20

Search Submissions When this option is selected you will be presented with a search criteria screen. Submissions can be searched by: Date range for received date and/or completion date Filing # Filing Type [New Case or Existing Case] Filing Status Emergency Filing Filer Type Payment Method Filing Organization Filer Case # Division Sub Case Type Judge Filer User Manual 2017.01 Page 21

Filings that match the criteria are returned in the result set. You may return the filing to your common work queue, move it to another work queue, print the list or view the details of the submission. You can also remove the filing from the Correction Queue and mark the filing Filed for Judicial Review. Submissions can also be filtered by Submissions corrected and resubmitted by filer Judicial submissions Emergency Submissions Submissions that contain a payment As a Judicial Officer, the only filter you would use would be those marked as Emergency Filings and those that contain a corrected document. Judge Filer User Manual 2017.01 Page 22

To filter those filings corrected and resubmitted by the Filer, click on the CF funnel and select Visible That will filter out and present a list of all submissions that were once in the Correction Queue and have been corrected and resubmitted by the Filer. You can then work the list of filings and quickly accept and process them. Submissions by Status This option provides you a quick look at activity in the Portal. Three status listings are available. 1. Checked-Out filings selected by reviewers for processing 2. Over 24 Hours filings that are over 24 hours old and still in pending or being reviewed status 3. Over 7 Days and Paid with Credit/Debit filings over 7 days old, still in pending or being reviewed status and fees were paid by credit or debit card. This option does not apply to your Submissions. Judge Filer User Manual 2017.01 Page 23

These would not be applicable to the Judicial Officer. Submission Summary Using this option presents you with an initial search screen. You can search by date range for received or completed dates. The search results include the Type, Status, number of submissions and number of documents. Filers, Filings/Mail Logs This report gives you the ability to search for users. It shows user information, such as email address, organization, id s, etc. Judge Filer User Manual 2017.01 Page 24

This allows you to search for filers to see the audit trail of the Submission, view the email log of that filer and check the Notification of Electronic Filing (NEF) to see if the filer was selected for service on a specific submission. You may save to an Excel spreadsheet or print the results of the search as well. Organizational Filings To see all of the filings of the Users in your Circuit, go to the Organizational Submissions selection on the Submission Menu. Complete the Search Criteria and perform your search to see the results. Your Search Options include: Submission # Type Status UCN Court Case # Court Division Submission Date From/To Completion Date From/To Case Style Matter # Filer Judge Filer User Manual 2017.01 Page 25

If you perform a search by the Filer in your Circuit, you will see all the submissions made by that Circuit User with the corresponding information as shown above. Judicial Filing Options Circuit Users have the option to file directly to cases in their county and to other courts. You may use the Judicial Filing Options tab to get to the Filer s side of the Portal to file Orders through the Portal. Judge Filer User Manual 2017.01 Page 26

My Cases Judicial Officers will be able to view the cases they have filed to and file directly from the My Cases page. The user has the ability to search and filter for particular filings if needed. To Submit another Order to a case you have already filed to, click on the Submit button and you will be taken to the Case Information page of the Filing Path. You may also pull up the official court file from this page by selecting the Case # link. This is county specific however so if your Court file is not available from this link, check with your County Administration. My Submissions The My Submissions page shows a list of all the Judicial Officer s submissions and the status. The users have the ability to search and filter for particular submissions if needed. You may also file another Order with a case by using the Submit button under the Pleading column. Judge Filer User Manual 2017.01 Page 27

Workbench Workbench stores submissions for the filer in case they need to stop and come back and finish the submission at a later time. Users have the ability to resume a submission or delete the submission if necessary. The submissions will remain on the Workbench for five (5) days from the Date Last Updated. Search Workbench Items Allows the Judicial Officer to search the Workbench for a specific submission by Workbench Item Number. My Alerts If there are any Alerts pending for the User, they will appear on their My Alerts page. Judge Filer User Manual 2017.01 Page 28

E-Filing Map The E-Filing Map will take you back to the map. This will give the User the ability to file to a case for the first time. To get back to the Judicial Review side you can use either the Quick Links in the upper right hand corner of the page or the Filing Options menu on the Menu Bar on the Filers side. Or the Filing Options tab on the Filer s side of the Portal. Either option will take you to the same place. Judge Filer User Manual 2017.01 Page 29

Help Version This tab shows the user the Application, Assembly, Version, Source, Runtime Version, and System Version. It also will allow you to contact support by opening your email provider and creating a new message with the address already filled in. Filing an Order Using the E-Filing Map The Portal Filing Management Links are located under the Filing Options Menu. In addition, for ease of use these links are also located in the upper right corner of the page. You may file an Order from either the E-Filing Map [if filing to a case for the first time] or your My Cases page if you have already filed an Order to an existing case. Once you file an Order to an existing case, it is automatically added to your My Cases page for quick access through the Submit button when you are ready to file again to that same case. Judge Filer User Manual 2017.01 Page 30

When filing to a case for the first time, select the E-Filing Map. If you have set your Preferences to display the E-Filing Map as your Home Page then that is where you will land when you log into the Portal unless you have Alerts pending. Select Pleading on an Existing Case and click on the County name in the E-Filing Map or select the County Name from the drop down. These two selections can also be set as a Preference when you log into the Portal. To set up your Preferences, see the My Account section above. Then click on File Now. Case Information From the Division drop down select the Division of the case you are filing to, then type in the Year and the Sequence # and select a Court Type [if necessary] from the drop down and then click on Search. Judge Filer User Manual 2017.01 Page 31

This will pull back the Case Information from your CMS and display that information in the section at the top of the page. Documents Now you are ready to go to the Documents tab. You may get there by selecting Documents on the Tab Bar Or by selecting Next or Save to Workbench at the bottom of the Case Information page. If you Save to Workbench you can resume this submission at a later date by going to your Workbench page and clicking on Resume. If, however, you go to the Documents page you are now ready to upload and submit your Order. Judge Filer User Manual 2017.01 Page 32

Click on the Add button to select the document you will be submitting. The list of Orders is created by the Clerk. You may search this list of documents by typing in part of the title of your Order and use the tab or Enter key. This should pull up a list of Orders that contain that word. You may also use the page numbers at the bottom of the screen to search for your Order if you need to. If there is an Order that you need to file that is not in the list of documents, you may either contact the Clerk or select the Order document and the Clerk will make the necessary changes when they do their Clerk Review. Judge Filer User Manual 2017.01 Page 33

Then type in the number of pages or the length of your Order and then click on Browse to browse out to your Computer to find the document you created, signed and is ready to be filed and then click on Save. Your Order will be displayed on your Document list. You may add as many Orders to this submission as you need to file to this one case. Then either click on Next or select the ServiceList tab from the menu bar. ServiceList From the ServiceList tab you may select the parties to whom you wish to provide service of your Order. Attorneys that have filed electronically to the case are automatically added to the E-service List and they may specify which email addresses they wish to use for E-service as to each case. You as the filer are also added to the E-service List but if you do not wish to receive an email copy of the Order you may de-select yourself from the E-service List. You will not be automatically added to the E- service List for the case but you do have the option to receive service of the Orders you file. If you wish to Serve All simply place a check in the box at the top of the column. Judge Filer User Manual 2017.01 Page 34

My Added Attorney/Interested Parties You may also add Other Attorneys or Interested Parties to this E-service List for serving your Order. To add other Attorneys or Parties use the My Added Attorney/Interested Parties tab. Then click on the Add Other Attorney/Interested Party link. You may type in the name and email address or you may Search Active E-Filing Portal Users or Search Florida Bar. Judge Filer User Manual 2017.01 Page 35

Search Active E-Filing Portal Users From the Other Attorneys/Interested Party screen select Search Active E-Filing Portal Users. From the Search Registered Users screen type in the last name of the user you wish to add. Then click on Search. It will pull up a list of Portal User that match the Last Name and allow you to select which User you wish to add to the E-service List. Judge Filer User Manual 2017.01 Page 36

Once you select the User you wish to add to the E-service List, click on Select and that User s information will populate the Other Attorneys/Interested Party screen and validate the information. Then click on Save. Your User is now added to the E-service List for this case. And when you return to the Electronic Service Recipients list you will see the User you added on the Service List with the appropriate email addresses displayed and already selected for E-service. Judge Filer User Manual 2017.01 Page 37

You are now ready to move to the Review and Submit page by selecting the tab in the Tab Bar or Next at the bottom of the ServiceList page. Search Florida Bar You may also search The Florida Bar list of attorneys by name or Florida Bar Number to use the email address provided to The Florida Bar on the E-service List. Type in The Florida Bar number of the person you are adding to the E-service List. Judge Filer User Manual 2017.01 Page 38

The Portal will search The Florida Bar list of attorneys and pull up the person with that Florida Bar number with their Florida Bar registered email address. Place a check in the box under the Select column and click on Select. That person will be added to the E-service List after their account information validates and you click on Save. Then click on Save Your User is now added to the E-service List for this case. Judge Filer User Manual 2017.01 Page 39

And when you return to the Electronic Service Recipients list you will see the User you added on the Service List with the appropriate email addresses displayed and already selected for E-service. You are now ready to move to the Review and Submit page by selecting the tab in the Tab Bar or Next at the bottom of the ServiceList page. Review and Submit This page is a recap of the previous four tabs you have gone through. If you have failed to select anyone from the E-service List a message will appear advising you that Service will not be provided on this submission. To make any corrections to this page that are necessary, click on the corresponding tab in the Tab Bar or use the Back button on the Review and Submit page. Judge Filer User Manual 2017.01 Page 40

When you are ready to submit your Order click on the Submit button. Filing Received Confirmation Once you have submitted an Order, you will see the Filing Received Confirmation page. This will give you access to all the filing information and provide you a link to Submit another Order to this same case. You will also have access to the Notification of Electronic Filing [NEF] that shows you was served with this submission. To see the NEF click on the icon in the Submission/NEF column. You Order is now with the Clerk pending Review. Using My Cases Page To go to the My Cases page, select Filing Options from the menu bar and then highlight and select My Cases or use the My Cases menu in the Quick Links section of the page. Judge Filer User Manual 2017.01 Page 41

This will take you to your My Cases page where you have access to the court file and the documents therein by selecting the hyperlinked case number in the Case # column and the E-service List by selecting the hyperlinked case number in the Court Case # column. You can update the E-service List from this page. You do not have to file a document to access the E-service page. Also available from the My Cases page is the Submit button. Once you have electronically filed to a case, it is automatically added to your My Cases page. From then on, you have the option to file directly to that case from the My Cases page by selecting the Submit button. That will eliminate the need to select the county, division, enter the sequence number on the Case Information page and click on Search to pull up your case. The Portal will retrieve that information based on the case you select and take you to the bottom of the Case Information page. Judge Filer User Manual 2017.01 Page 42

When a County and the Judicial Officers are ready to accept Proposed Orders electronically through the Portal, you will also see a Submit button in the Proposed Order column. Until that time, there will be no way to submit a Proposed Order through the Portal to that county. Case Information All the Case Information is filled in when you file using the Submit button on the My Cases page. Verify you have selected the correct case by reviewing the Case Information section of the page. Documents Now you are ready to go to the Documents tab. You may get there by selecting Documents on the Tab Bar Judge Filer User Manual 2017.01 Page 43

Or by selecting Next or Save to Workbench at the bottom of the Case Information page. If you Save to Workbench you can resume this submission at a later date by going to your Workbench page and clicking on Resume. If, however, you go to the Documents page you are now ready to upload and submit your Order. Click on the Add button to select the document you will be submitting. The list of Orders is created by the Clerk. You may search this list of documents by typing in part of the title of your Order and use the tab or Enter key. This should pull up a list of Orders that contain that word. You may also use the page numbers at the bottom of the screen to search for your Order if you need to. If there is an Order that you need to file that is not in the list of documents, you may either contact the Clerk or select the Order document and the Clerk will make the necessary changes when they do their Clerk Review. Judge Filer User Manual 2017.01 Page 44

You may add as many Orders to this submission as you need to file to this one case. Then either click on Next or select the ServiceList tab from the menu bar. ServiceList From the ServiceList tab you may select the parties to whom you wish to provide service of your Order. Attorneys that have filed electronically to the case are automatically added to the E-service List and they may specify which email addresses they wish to use for E-service as to each case. You as the filer are also added to the E-service List but if you do not wish to receive an email copy of the Order you may de-select yourself from the E-service List. You will not be automatically added to the E- service List for the case but you do have the option to receive service of the Orders you file. If you wish to Serve All simply place a check in the box at the top of the column. My Added Attorney/Interested Parties You may also add Other Attorneys or Interested Parties to this E-service List for serving your Order. To add other Attorneys or Parties use the My Added Attorney/Interested Parties tab. Judge Filer User Manual 2017.01 Page 46

Then click on the Add Other Attorney/Interested Party link. You may type in the name and email address or you may Search Active E-Filing Portal Users or Search Florida Bar. Search Active E-Filing Portal Users From the Other Attorneys/Interested Party screen select Search Active E-Filing Portal Users. From the Search Registered Users screen type in the last name of the user you wish to add. Then click on Search. Judge Filer User Manual 2017.01 Page 47

It will pull up a list of Portal User that match the Last Name and allow you to select which User you wish to add to the E-service List. Once you select the User you wish to add to the E-service List, click on Select and that User s information will populate the Other Attorneys/Interested Party screen and validate the information. Judge Filer User Manual 2017.01 Page 48

Then click on Save. Your User is now added to the E-service List for this case. And when you return to the Electronic Service Recipients list you will see the User you added on the Service List with the appropriate email addresses displayed and already selected for E-service. You are now ready to move to the Review and Submit page by selecting the tab in the Tab Bar or Next at the bottom of the ServiceList page. Search Florida Bar You may also search The Florida Bar list of attorneys by name or Florida Bar Number to use the email address provided to The Florida Bar on the E-service List. Judge Filer User Manual 2017.01 Page 49

Type in The Florida Bar number of the person you are adding to the E-service List. The Portal will search The Florida Bar list of attorneys and pull up the person with that Florida Bar number with their Florida Bar registered email address. Place a check in the box under the Select column and click on Select. Judge Filer User Manual 2017.01 Page 50

That person will be added to the E-service List after their account information validates and you click on Save. Your User is now added to the E-service List for this case. And when you return to the Electronic Service Recipients list you will see the User you added on the Service List with the appropriate email addresses displayed and already selected for E-service. Judge Filer User Manual 2017.01 Page 51

You are now ready to move to the Review and Submit page by selecting the tab in the Tab Bar or Next at the bottom of the ServiceList page. Review and Submit This page is a recap of the previous four tabs you have gone through. If you have failed to select anyone from the E-service List a message will appear advising you that Service will not be provided on this submission. To make any corrections to this page that are necessary, click on the appropriate tab in the Tab Bar or use the Back button on the Review and Submit page. When you are ready to submit your Order click on the Submit button. Filing Received Confirmation Once you have submitted an Order, you will see the Filing Received Confirmation page. This will give you access to all the filing information and provide you a link to Submit another Order to this same case. Judge Filer User Manual 2017.01 Page 52

You will also have access to the Notification of Electronic Filing [NEF] that shows you who was served with this submission. To see the NEF click on the icon in the Submission/NEF column. You Order is now with the Clerk pending Review. Proposed Orders/Warrants Judicial Review If you are set up to receive Proposed Orders electronically through the Portal, you will need to use a Browser that supports Silverlight at least until the end of 2016. Silverlight is a plug-in and is available in Explorer 11. Firefox and Chrome do not support Silverlight so you will not be able to perform Judicial Review in those two browsers. If you are not set up to received Proposed Orders/Warrants, the Judicial Review side of the Portal will look like this. Judge Filer User Manual 2017.01 Page 53

If you are set up to received and review your Proposed Orders or Warrants through the Portal, you will have the ability to review those submissions in Judicial Review on the Portal. Judicial Work Queue When a Judicial Officer elects to receive Proposed Orders/Warrants electronically through the Portal, the Portal will automatically set up a Judicial Officer named work queue in Judicial Review. All of the submitted Proposed Orders and Warrants will go directly to that Judicial Officer work queue. Once a submissions has been opened and reviewed by the Judge, it will move to the Common Queue and remain there until reviewed and completed. Judge Filer User Manual 2017.01 Page 54

If you review a Proposed Order/Warrant submission and find a deficiency with the document, you can send that submission to the Correction Queue which sends a note back to the filer letting them know that the Proposed Order/Warrant has a deficiency that needs to be corrected and resubmitted. You also will see that you have a Proposed Orders Correction and Proposed Warrants - Correction work queue which are your submissions that have been returned to the filer for correction. Reviewing a Submission To review a Proposed Order/Warrant submission, select/highlight the submission and then select Open from the Judicial Review Tool Bar. That will open the submission and allow you to review the submitted Proposed Order/Warrant. Judge Filer User Manual 2017.01 Page 55

From this screen you can Download the proposed order/warrant in Word, Email the proposed order/warrant to you or to your Judicial Assistant or whomever you wish to email the proposed order/warrant to and you may Print the proposed order/warrant to your printer to have a hard copy of the document. Whatever your choice, select that function from the Judicial Review Menu Bar. You will then be able to process the proposed order/warrant and file it through the Portal or however you currently file your Orders. To remove that submission from your Judicial Review queue, Click on Accept and then OK. Judge Filer User Manual 2017.01 Page 56

That will mark the document as accepted. Next click on Review Complete and then say OK. That will complete the review process of that submitted proposed order/warrant and it will be removed from your Work Queue. The Portal will automatically take you back to the Work Queue and present the list of remaining proposed orders/warrants that are to be reviewed. The Work Queue will reflect the remaining number of submission that still need to be reviewed. Judge Filer User Manual 2017.01 Page 57

Moving a Submission to the Correction Queue While reviewing a submission, if you find that a correction needs to be made to the submitted Proposed Order/Warrant, you may send a note back to the filer and advise them of the deficiency and return that submission to the Correction Queue which will allow them to make the necessary corrections to the document and resubmit. To move a submission to the Correction Queue select the submission from the Work Queue and click on Open. From the Judicial Review Menu Bar select Correction Queue. This will open the Correction Queue message box and allow you to send a message back to the filer advising them of the document deficiency. Judge Filer User Manual 2017.01 Page 58

If your Circuit Administrator has created a list of standard reasons, you may select one from the Reason drop down or type in your reason in the Message box. Then select Proposed Orders Correction or Proposed Warrant - Correction as the Queue to send this submission to and click on Move. That will move your submission to the Correction Queue and send out an email to the filer. Judge Filer User Manual 2017.01 Page 59

Now when you go back to your Judicial Review work queue you will see the submission in the Proposed Orders Correction queue. Once the filer has corrected the submission and sent it back for review, it will appear in your Work Queue with an icon showing in the Corrected Filing [CF] column. Judge Filer User Manual 2017.01 Page 60

It is ready for your review. Highlight the item in the list and select Open. The resubmitted Proposed Order/Warrant is ready for your review. You may Download, Email, or Print the Proposed Order/Warrant. Then click on Accept and when you are done with the document and ready to move on click on Review Complete and it will be removed from your list and an email will go out to the filer indicating the Proposed Order/Warrant has been Reviewed with the Completion Date and Time. Judge Filer User Manual 2017.01 Page 61

Sign and File To use the Sign and File feature, you must accept the proposed order/warrant exactly as it was submitted. If you need to add any information or make any changes to the proposed order/warrant, you cannot use the Sign and File signature block. To make changes to the proposed order/warrant you must download and then add any additional information to the order/warrant, add your signature and then save. If, however, you accept the proposed order/warrant exactly as submitted, you may use the signature block feature in the Portal. A Cover Letter is a required document when submitting a Proposed Order. It is not required for submitting a Proposed VOP Warrant. The Portal will automatically Accept the submitted Cover Letter so that you do not have to. Click on Next to move to the submitted proposed order. That will move you to the next document, the proposed order. The proposed order will be displayed in the area on the right so that you can view the entire docoument. Judge Filer User Manual 2017.01 Page 62

As you can see above, the DONE and ORDERED section is added to this submitted proposed order along with the copies furnished to section. The Portal will remove that information from DONE and ORDERED down and allow you to add your signature block. The Portal will also allow you to add any E-service recipients that will be provided service by U.S. Mail. The Portal will then generate a Certificate of Service for both the E-service recipients and the U.S. Mail recipients. A Judicial Assistant s signature may also be added to the bottom of the Order if provided in the Judge Account Preferences. To sign and fille this proposed order, click on Accept from the menu bar. That will open the Accept Document Submission dialog box and allow you to either Add Signature block to the uploaded document and generate signed order or Select Signed order to upload. If you are using the proposed order exactly as submitted, select the Add Signature check box. Judge Filer User Manual 2017.01 Page 63

If you wish to add a Certificate of Service for those served by U.S. Mail, click on the Copied via US Mail tab at the top of the Accept Document Submission dialog box. Then click on Add on the menu bar and type in the name and address of those being served by U.S Mail. Click Add as many times as you need to add those being served by U.S. Mail. Then click on Accept and then OK to complete signing the Order. Judge Filer User Manual 2017.01 Page 64

That will place a gavel icon next to the proposed order so that you may view the signed order before submitting it to the Clerk and sending out E-service on the signed order. Once you are ready to file your Order, click on Review Complete in the menu bar And then Review Complete File All signed orders. Judge Filer User Manual 2017.01 Page 65

Then click on OK Your order will be E-served and will be sent to the Clerk Review work queue to be filed by the Clerk. Uploading an Edited Signed Order Open the submission you wish to review in the Judicial Review work queue and click on Next to move to the submitted proposed order. If you wish to make any changes to this proposed order, click on Download to download the proposed order into your Word application and then select Open. Judge Filer User Manual 2017.01 Page 66

This will open your proposed order in Word and allow you to edit the document however your choose to do so. Once you have made your changes to the submitted proposed order, add your signature and save the Order on your computer as a PDF document. Now go back to your submission and click on Accept. From the Accept Document Submission dialog box, you want to select the Select Signed Order to Upload link. This will open Windows Explorer so you can browse out and find the proposed order you just downloaded and edited, signed and saved as a PDF order. Click on that Order and select Open in Windows Explorer. That will upload that Order into the submission. Judge Filer User Manual 2017.01 Page 67

Then click on OK Your order will be E-served and will be sent to the Clerk Review work queue to be filed by the Clerk and the submission will be deleted from your Judicial Review work queue. Judge Filer User Manual 2017.01 Page 70