e-File Menu Options

The e-File menu includes the following selections:

New Cases

To e-File a new case, follow these basic steps:

1. Prepare your documents.

2. Login to e-Files.

3. Select a case type.

4. Enter case information.

5. Add the plaintiffs or petitioners, determined by the case type.

6. Add the defendants or respondents, determined by the case type.

7. Add documents.

8. Review the new filing and enter payment information,

9. Submit the filing.

10. Make sure the case has the  ‘Received’ status and a case date and time stamp.

Preparing Documents: Before you file a new case, prepare your documents.  Do this even before you log on. Make sure you have written your complaint and electronically scanned any exhibits that you want included with this submission.

Logging In & Selecting A Case Type:  Once you log on, click the New Case button or select e-File > New Case from the Home menu to display the Case Type options and begin creating a new case.  Choose the type the matches the case you are filing (for example, Civil - Common Pleas Court , General Division).

Entering Case Information, Plaintiffs, & Defendants:  The information you are asked to provide is largely determined by the case type. Iit is basically the same information requested on the paper cover sheets used by many courts.  For example, you are asked to select the court jurisdiction (such as Civil, Criminal, or Certificate of Judgments), and a case type (such Civil or Lis Pendens for Civil Cases).  The Case Participation dialog is then displayed. 

In the Case Participation dialog box, provide the following information:

Click the Add My Parties button and provide the necessary information about the parties who you represent -- if you are an attorney -- or about yourself -- if you are a Pro Se filer.

Click the Add Other Parties button to add party information for the parties involved with the case who you do not represent.

Continue adding parties until all parties are included. Provide all information about any case participants that is currently available to you. Required items are marked with an asterisk (*).

When you finish adding case information and parties, click Next on the Case Initiation dialog to begin adding documents.

Adding Documents:  Use the Add a Document dialogue options to find and select the documents you want to add and include them with this filing:

After a document has been transferred from your local directory to the court’s e-Filing server, it is listed to indicate that it will be included with the submission.

Reviewing the Filing & Entering Payment Information:  The Review and Approve Filing dialog is the final step in the filing process.  You can use these options to enter the necessary payment information for the filing and also to make one last careful review of the filing before finalizing it:

 While reviewing the filing, you can click the Cancel button to cancel the filing or the Move to Draft button to save your work up to this point and finish this submission at a later time. 

Once you are certain that the filing is correct and complete, click the Next button to send the filing.

eFlex displays a message asking you to confirm that your submission is complete and ready to be transferred to the court. Once you click OK, the filing is submitted.

If the payment is successful and eFlex is able to submit your filing to the court, a “Your Filing has been submitted” message is displayed. It indicates that the fee payment has been successfully processed and your submission is now being transferred to the Court Clerk’s server for review.  The filing information includes the Case Title, My Case Number, Court Case Number, Description, date filed, account number, an authorization code, and the total fee amount.

A payment receipt will also be emailed to you.

You can click the Filing Status button to review the status of your submission.

Existing Case

Often, you need to update a current filing.  For example -- as a filer or respondent on a case -- you may need to submit a response.  Filing to an existing case is very similar to filing a new case.  You need to:

1. Prepare your documents.

2. Select an existing case.

3. Add documents.

4. Review the filing.

5. Submit the filing and make any required payment.

Preparing Documents Make sure you have electronically scanned any documents that you want to include and also that you know their location.

Selecting the Existing Case Click the My Cases button on the home page or select Cases > My Cases from the Home menu to list the cases in which you are a participant.  

If the case you need is not listed, type the case number in the Case Number box and the participant's last name in the Participant’s Last Name box, then click the Submit button.

If you cannot file on this case an error message appears. Otherwise the Add a Document dialog for that case is displayed.

Note that the Case Number is now highlighted in a bright yellow bar to indicate that you are currently filing to an existing case:

Adding Documents Use the Add a Document dialogue options to make any necessary changes to the documents included with this filing, then click the Next button to move to the next basic step in the process.

A few document types require additional fees. When additional payment information is necessary, the Payment Method options appear.  You can then click the Change Payment Method button and provide the credit card number for the account where the filing fee will be charged.

Reviewing the filing Update any necessary information about case participants.  Double-click the name of any participant to display pertinent information about that participant, such as party type, name, address, phone, email, etc.  Make any necessary changes to this information, and then click the Save button to return to the Review and Approve Filing Dialog box.

Use the Special Filing Instructions text box to type any notes to the clerk.

Once you are certain that the filing is correct and complete, click the Next button to send the filing.

Check Status

Whenever you e-File a case to the court, the case status is immediately updated to reflect its progress.  These status changes happen rapidly as submissions are processed by the court server; sometimes they occur so rapidly that you may not even notice them. You can use the Filing Status dialog box to display and track the status changes for each submission.

Review filing statuses regularly to make sure submissions are efficiently processed.  For example, a status may include a note from the Clerk of the Court notifying you of fees due.

To list current filing statuses from the eFlex home page, click the Filing Status button or select e-File > Check Status.

Each entry in the list represents the status of a submission.  These entries are temporary and are deleted after a time period set by the system administrator, usually at least 30 days.

The current status of a filing is listed in the Status column, as follows:

Sent: Documents and data have been transmitted to the Clerk Review system.

Received: Documents and data have been received by the Clerk Review system and the filing time has been recorded.

Filed: A clerk has reviewed your information and returned an electronic receipt of the results.  If your submission contains only a Proposed Order, the status of ‘Filed’ indicates that the Proposed Order has been transferred to the judge for action.  It does not mean that any official action has actually been taken.

Awaiting Approval:  The submission is awaiting approval.  The court clerk has not yet reviewed and approved the filing.

Rejected: The submission has been rejected and the receipt provides the reason for the rejection. You can click the Resubmit button to create a new submission based on the previous submission.  Any new submission you create will include links to the documents from the rejected submission.

Resubmitted: This filing has been resubmitted.

Package Pending: Documents and data are being prepared in an electronic package to be sent to the Court's Clerk Review system.

Clicking the link for a filing in the Status column displays a Filing Status dialog box with extensive details about that filing.

If you want to limit the list to a set time period, use the calendar icons to select a starting and ending date, then click the Go button. To display the documents associated with that filing, click the [+] symbol next to it in the Filing ID column.  The [+] symbol changes to a [-] and the documents are listed.  You can then click a document name link to display the contents of that document.  Clicking the [-] symbol next to the document type hides the document list.

 

Draft Filings

The Draft feature provides you with backup copies of your filings.  These backup filings protect you from losing your work should you ever be accidently disconnected from the internet.

While you are creating a new filing submission, eFlex backs up or records your work each time you advance to a new dialog.  It also tracks the links to any documents you include with the submission.

Should you lose your internet connection unexpectedly, eFlex creates a draft of your submission.

To list any partially-completed (draft) filings, click e-File > Draft Filings from the Home menu.

You can then click the Filing ID for a draft to return to the last place you were in that filing and continue creating the submission.

Draft filings are automatically deleted in the number of days indicated in the “Days Until Deletion” column. 

You can also delete any draft you no longer need.  In the Delete column, click the box for a draft filing to mark it with a check, then click the Delete button at the top or bottom of the list.  You are asked to confirm the deletion.  Click the OK button to delete the draft filing.

Whenever you log out, a reminder appears to alert you of your draft filings so that you can complete necessary drafts and delete unnecessary drafts.