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Transcript of The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if...
![Page 1: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/1.jpg)
The California District Courtse-Filing Job-Aid
Or here to go straight to Courts Page
Click Here if first time using this
![Page 2: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/2.jpg)
Navigate
I’m going to e-file!!
General Questions
![Page 3: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/3.jpg)
• 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
![Page 4: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/4.jpg)
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
![Page 5: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/5.jpg)
• 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”
![Page 6: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/6.jpg)
• 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
![Page 7: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/7.jpg)
• 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
![Page 8: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/8.jpg)
• 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
![Page 9: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/9.jpg)
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
![Page 10: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/10.jpg)
What type are you filing?
![Page 11: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/11.jpg)
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
![Page 12: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/12.jpg)
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
![Page 13: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/13.jpg)
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
![Page 14: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/14.jpg)
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
![Page 15: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/15.jpg)
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.
![Page 16: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/16.jpg)
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
![Page 17: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/17.jpg)
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”
![Page 18: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/18.jpg)
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...
![Page 19: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/19.jpg)
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
![Page 20: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/20.jpg)
![Page 21: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/21.jpg)
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
![Page 22: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/22.jpg)
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
![Page 23: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/23.jpg)
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
![Page 24: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/24.jpg)
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
![Page 25: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/25.jpg)
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”
![Page 26: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/26.jpg)
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
![Page 27: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/27.jpg)
![Page 28: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/28.jpg)
![Page 29: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/29.jpg)
![Page 30: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/30.jpg)
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...
![Page 31: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/31.jpg)
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...
![Page 32: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/32.jpg)
Which Court are you filing at?
Southern District
Central District
Eastern District
Northern District
![Page 33: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/33.jpg)
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...
![Page 34: The California District Courts e-Filing Job-Aid Or here to go straight to Courts Page Click Here if first time using this.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22d84/html5/thumbnails/34.jpg)
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.