The California District Courtse-Filing Job-Aid

Or here to go straight to Courts Page

Click Here if first time using this

Navigate

I’m going to e-file!!

General Questions

• This module will help you access the e-filing information you need in a timely and convenient manner, and provides real-time answers to your questions

• If this is your first time using this Job-Aid, note that unlike most presentations, please do not advance presentation by mouse-click instead, this job-aid is designed to navigate by hyper-links, it asks you click on the specific designated areas on the slide to lead you to your desired information. If you get lost just:– Click on the Orange Help Button( ) in the upper-right corner, any time you feel stuck or

need help.– If you make a mistake you can return to the previous slide by clicking the Blue Back Button (

) in the upper-left corner, – Return to the Navigation Chart if you need to start over, or to a specific area by clicking the

Red Navigation Button ( )

• Okay, let’s get started!

Introduction

Click Here

Which Court are you filing at?Click on the district you’re filing in

For purpose of this trial, lets

stick with Northern District

For purpose of this trial, lets

stick with Northern District

• Do you know what type of document you are filing? – Yes

– No

• Do you have your client number, matter number and case number?– Yes– No

• When you’re ready you can click on this icon to Access Attorney’s Secure Log-in: don’t forget the password!

• When you’re ready to actually begin filing you can launch the Website by clicking on this State Icon at the bottom of any page:

Northern District

For purpose of this test, please

select, “No”

For purpose of this test, please

select, “No”

• Do you know what type of document you are filing? – Yes

– No

• When you’re ready you can click on this icon to Access Attorney’s Secure Log-in: don’t forget the password!

• When you’re ready to actually begin filing you can launch the Website by clicking on this State Icon at the bottom of any page

Eastern District

• Do you know what type of document you are filing? – Yes

– No

• When you’re ready you can click on this icon to Access Attorney’s Secure Log-in: don’t forget the password!

• When you’re ready to actually begin filing you can launch the Website by clicking on this State Icon at the bottom of any page

Central District

• Do you know what type of document you are filing? – Yes

– No

• When you’re ready you can click on this icon to Access Attorney’s Secure Log-in: don’t forget the password!

• When you’re ready to actually begin filing you can launch the Website by clicking on this State Icon at the bottom of any page

Southern District

ND Civil Events – Answer to ComplaintHow to File a Complaint

Filing an Answer to a Complaint? If so: Click on: Answers to Complaints under Initial Pleadings and Service

Filing an Answer to a Complaint? If so: Click on: Answers to Complaints under Initial Pleadings and Service

This is the Civil Events Screen

If you’re NOT filing an Answer to a Complaint, or you’re not sure, then click below:

•Not filing Answer to a Complaint

•Not Sure what I’m filing

If you’re NOT filing an Answer to a Complaint, or you’re not sure, then click below:

•Not filing Answer to a Complaint

•Not Sure what I’m filing

What type are you filing?

Answer to Complaint – Enter Case NumberHow to File a Complaint

On webpage type in the Case Number in ##-##### format:

Then go ahead and press the Next button

On webpage type in the Case Number in ##-##### format:

Then go ahead and press the Next button

You’ll find the Case Number on the Caption Page

You’ll find the Case Number on the Caption Page

Northern District – What are you filing?• OK, on the Caption Page, do you see any of these

bulleted terms in the Heading below the Case No.? – ADR– Answer– Appeal– Complaint– Discovery – Motion– Notice– Objection– Response

• If none of the above look familiar, click here

If YES,click the term to the left

if you see more then one of these terms listed in

the Caption, just click on the FIRST term you see

listed in the Caption.

For purpose of this trial, lets

stick with either Answer or Response

For purpose of this trial, lets

stick with either Answer or Response

Northern District – Possible Answers• Filing an Answer File? If so, select the appropriate

bulleted term below, that describes the type of Answer you’re filing. (Remember check Heading in the Caption if unsure):– ADR– Appeal– Complaint– Discovery – Motion– Notice– Objection– Response

• If none of the above look familiar, click here

For purpose of this trial, lets

stick with Complaint

For purpose of this trial, lets

stick with Complaint

Answer a Complaint…

Here you to select the parties that you are filing for.

Here you to select the parties that you are filing for.

You’ll find the Party you represent, here on the Caption Page

You’ll find the Party you represent, here on the Caption Page

If you need to add parties, click on the Add/Create New Party link. Clicking on the case number link takes you to a docket sheet

If you need to add parties, click on the Add/Create New Party link. Clicking on the case number link takes you to a docket sheet

Answer a Complaint…

Here you to select the parties that you are filing for.

Here you to select the parties that you are filing for.

You’ll find the Party you represent, here on the Caption Page

You’ll find the Party you represent, here on the Caption Page

If you need to add parties, click on the Add/Create New Party link. Clicking on the case number link takes you to a docket sheet ...

If you need to add parties, click on the Add/Create New Party link. Clicking on the case number link takes you to a docket sheet ...

...or if these are all the parties, just move on....or if these are all the parties, just move on.

Adding a party if they’re not in database

Ok, they weren’t in that list, the website will let you check if the name already exists somewhere else in the database

Ok, they weren’t in that list, the website will let you check if the name already exists somewhere else in the database

Ok, they weren’t in that list, the website will let you check if the name already exists somewhere else in the database

Ok, they weren’t in that list, the website will let you check if the name already exists somewhere else in the database

After you enter part or all of the last name you’ll click the Search button – Click it

After you enter part or all of the last name you’ll click the Search button – Click it

Name Search…This prototype Job-Aid stops here:

In full version, this would ideally continue to navigate the user through the process as either

a Job-Aid, (to help answer specific questions only), and allow user to skip straight to the

area they are curious about; or alternatively, it can be used as a tutorial as well for those with

less overall experience with certain e-filing procedures.

If you like, you can return to the

navigate slide and try Northern

District’s “File a Response”

Name Search…Ok, they weren’t in that list, the website will let you check if the name already exists somewhere else in the database

Ok, they weren’t in that list, the website will let you check if the name already exists somewhere else in the database

If they ARE in the list then determine what their “role” is, i.e, Plaitiff, Defendant, etc. from the dropdown...

If they ARE in the list then determine what their “role” is, i.e, Plaitiff, Defendant, etc. from the dropdown...

Name Search…

These are the “roles”, you’d select the appropriate one, but if you don’t see it here:

Click Here

These are the “roles”, you’d select the appropriate one, but if you don’t see it here:

Click Here

ND Civil Events – Filing a ResponseHow to File a Response…

Filing a Response? If so: Click on: Responses and Replies under Motions and Related Filings

Filing a Response? If so: Click on: Responses and Replies under Motions and Related Filings

This is the Civil Events Screen

If you’re NOT filing a Response, or you’re not sure, then click below:

•Not filing Answer to a Complaint

•Not Sure what I’m filing

If you’re NOT filing a Response, or you’re not sure, then click below:

•Not filing Answer to a Complaint

•Not Sure what I’m filing

Civil Events – Filing a Response

In this case we’re filing Response to Motion…so far self-explanatory – go ahead and click it

In this case we’re filing Response to Motion…so far self-explanatory – go ahead and click it

Civil Events – Filing a Response

In this case we’re filing Response to Motion…so far self-explanatory – go ahead and click it…it will now take us to the Case No. Screen

In this case we’re filing Response to Motion…so far self-explanatory – go ahead and click it…it will now take us to the Case No. Screen

Response – Enter Case NumberFiling a Response

On webpage type in the Case Number in ##-##### format:

Then go ahead and press the Next button

On webpage type in the Case Number in ##-##### format:

Then go ahead and press the Next button

You’ll find the Case Number on the Caption Page

You’ll find the Case Number on the Caption Page

Response…

Here you to select the parties that you are filing for.

Here you to select the parties that you are filing for.

You’ll find the Party you represent, here on the Caption Page

You’ll find the Party you represent, here on the Caption Page

If you need to add parties, click on the Add/Create New Party link. Clicking on the case number link takes you to a docket sheet

If you need to add parties, click on the Add/Create New Party link. Clicking on the case number link takes you to a docket sheet

This prototype Job-Aid stops here: In full version, this would ideally continue to

navigate the user through the process as either a Job-Aid, (to help answer specific questions only), and allow user to skip straight to the

area they are curious about; or alternatively, it can be used as a tutorial as well for those with

less overall experience with certain e-filing procedures. If you like, you

can return to the navigate slide

and try Northern District’s “File and Answer”

Response…

This prototype Job-Aid stops here: In full version, this would ideally continue to

navigate the user through the process as either a Job-Aid, (to help answer specific questions only), and allow user to skip straight to the

area they are curious about; or alternatively, it can be used as a tutorial as well for those with

less overall experience with certain e-filing procedures. If you like, you

can return to the navigate slide

and try Northern District’s

“File a Response”

These are the “roles”, you’d select the appropriate one, but if you don’t see it here:

Click Here

etc, etc, etc. . .

Continuing to find the solutions. . .

Based on what the e-filer selected, this slide might include further

options and/or questions, which lead the e-filer to the exact information they need, or continue the process, further distilling the obstacle down until eventually reaching the most logical solution regarding filing in

the Northern District etc...

Need to figure out what I’m filing...

Lets Figure out what you’re trying to do, click on the areas that best match what you are you unsure of :

How to designate who you represent?

Under what area should you be filing?

Etc...

Which Court are you filing at?

Southern District

Central District

Eastern District

Northern District

Help!

• Not Sure what I’m filing...

• I somehow navigated to the wrong screen and couldn’t get back

• None of the options on the screen reflect what I think I’m supposed to be doing

Click on the Bullet that best describes what happened...

Terminology:

• Possible Document types:– ADR: Vivamus venenatis vulputate urna nec

mattis. Proin sem lacus, condimentum eget lobortis ac, pharetra venenatis erat. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nunc bibendum

– Answer: Cras gravida, magna et tincidunt sodales, libero orci imperdiet dolor, vel semper neque eros sit amet justo. Aenean diam mi, euismod quis

– Appeal: Aenean convallis, lacus ut viverra adipiscing, tellus est sodales mi, suscipit gravida

– Complaint: etc. . .

CHECK THE “BODY” OF THE MAIN DOC FOR CLUES:

This “TERMINOLOGY” area would ideally assist an e-filer that is still having difficulty identifying the proper filing-type, even after reviewing Caption Page; by encouraging them to search for terms or phrases in the document that might give clues as to the most appropriate filing type.

This “TERMINOLOGY” area would ideally assist an e-filer that is still having difficulty identifying the proper filing-type, even after reviewing Caption Page; by encouraging them to search for terms or phrases in the document that might give clues as to the most appropriate filing type.