Clicking Settings at any time allows a user to view/edit your Account Information, Edit User, Manage Users, Payment Settings, User Preferences, Service Contacts, and Party Address Book.
Author Archives: Chris Haley
New Case Parties and the Party Address Book
The Party Address Book lists the parties a user saved to their account when they checked Save to Address Book box in a case initiation. View the Party Address Book Screen Click Settings from the Main Menu at the top. Note: a firm admin may also click Account from the Main Menu at the top. […]
Run a variety of reports in the application
Clicking Reports at any time allows a user to run a variety of reports in the e-filing application.
Run a Filing Activity by Client Report
The Filing Activity by Client report allows the user to run a report on any filing where a user they added a Client Matter Number to it.
Run a Filing Activity (Non-Accepted) Report
The Filing Activity (Non-Accepted) screen allows the user to run a report for Pending and Rejected filings.
Run a New Cases List Report
The New Cases List report allows the user to run a report for all new cases on their account by Specific Dates.
Run a Case List Report
The Case List screen allows the user to run a report for all cases on their account.
Run a Filing Activity by Payment Account Report
The Filing Activity by Payment Account screen allows the user to run a Filing Activity Report for a case any list the filings by the payment account used.
Run a Filing Activity by Case Report
The Filing Activity by Case screen allows the user to run a Filing Activity Report per case.
Run a Filing Activity Report
The Filing Activity screen allows the user to run a Filing Activity Report in the e-filing application.