How Do I Sign Illinois Banking Document
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Cook county appearance form
Oh this is a recorded webinar for Illinois my name is Peggy Johnson with teller technologies the Illinois efiling site is a secured site it starts out HTTP colon forward slash forward slash Illinois Tylar host.net forward slash OFS web I have it in blue at the top left hand in my address bar of the Internet Explorer browser that I'm currently using however you can access this e-filing site using any of your internet browsers Mozilla Firefox Google Chrome if you're on a Mac you could use Safari also your iPhone's and your tablets can access this e-filing site when you see the Odyssey fall Illinois before you sign in or register you will see court information Thursday scroll bar to the right please look through this and see if there's anything here that might be affecting your filing under self-help if you click on need help this will allow you to get help when you need it this is a self-service support type your question or search term here and that long rectangular box and then click on the magnifying glass at the far right you have choices of articles or of even a video this will walk you through setting up your payment accounts also lets you know how to add an a cheque credit card and how to also add a waiver and to edit the payment account name once you've created it if I click on how do I add a payment account to the system this will give me step-by-step directions as well as screenshots on how to add my payment account you will see this all through the self-service support help when you need it so please take advantage of this area it's a great resource under Quick Links you can bookmark it you could make a suggestion we have a filing tips articles user guides videos if you click on frequently asked questions we have compiled a list of the most frequently asked questions that we get as tech support so look through here chances are what you are asking about might be addressed right here you could just simply click on that question and you will get an article telling you what it is that you're needing this one also has the screenshots to show you step-by-step on how to this one is searching for an existing case if you do need help let's say tech support under Quick Links contact us is listed when you click on contact us we have listed three ways to reach out for tech support although we would like to help in every situation there are times when you will need to contact the court you are filing in - for more information we have two categories listed here one under tech support one under courts so you can look through this and see when it's appropriate to contact the court and when it's most appropriate to reach out for technical support if you do need technical support the three ways to reach us are by email you click on e filing got support at Tyler tech comm and your email will be responded to within 24 hours our office hours are Monday through Friday between 7 a.m. and 9 p.m. Central Standard Time if we receive your email after 9 p.m. or a weekend or holiday you will get a reply to your email the following business day if it's during business hours you can get immediate assistance by clicking here to chat with us and one of our trained specialists will be on the other end to help you or you can also give us a call during office hours that phone number is 1-877-443-6276 and then if you want to sign up for a webinar with a person like a live webinar you can click on the web training sessions we have training videos here as well and the user guides are here also we have the shared share your screen with go to assist this allows a representative to come onto your computer screen and help you out with any technical issues you might be having as far as accessing the odyssey e-file illinois site let's go over to the left under actions you will want to register if you haven't already I'm going to be registering a firm account today so I'm going to put in my name if you are a solo practitioner attorney you can also register for a firm account click on password and create your password it should be at least 8 characters with at least one lowercase one uppercase and put in a number or a special character security question this should be a simple question that can only be answered by you you can put your high school mascot for example you could also put in your pet's name your mother's maiden name whatever you choose and then put in your answer click on the lower right for next the next screen is our is your registration options as I said I'm going to be registering for a firm account today so I would click on that round circle there this is perfect for you if you are an attorney in a law firm or if you're an affirm with multiple filers or if you are a solo attorney practitioner with no one else but yourself you still want to be a firm account to the right of that register for a self represented account is perfect for you if you are a pro se filer process server landlord or tenant before you register for a firm account please check with your firm to ensure an account has not already been created if your firm has already been created then you want to ask your firm administrator to add you to the firm when you click on firm name this will populate this is to prevent a solo practitioner attorney from I'm sorry this is to prevent a pro se filer someone who is not an attorney or in a firm account from registering and correctly so click on done the same thing applies if you register for a self represented account as I will demonstrate this pop up will let you know if you are an attorney you will want to make sure you are registering for a firm account this is to make sure that a solo practitioner attorney is not registering incorrectly so you want to put in your firm's address here it can be a physical address or a post-office box either one is fine and then put in your city and then for state if you do the drop down you can type in I ll and jump right down to Illinois anything outlined in red is a mandatory field when it turns blue that means you've satisfied that field put in your phone number of the firm and then click on the lower right for next this is your Odyssey file and serve usage agreement there's a scroll bar to the far right go ahead and read through here and click on I agree create my account you will then get a rectangular box that says congratulations you have successfully registered it gives your email address that you registered with and then it lets you know that a verification email has been sent to you you want to click on the link inside your email to complete the verification process please look carefully at that email address that you registered and make sure that is a good email for you so after you go to your email inbox and you activate your account through the email that is waiting for you it will direct you back to the Odyssey e-file Illinois or you can sign in sign in of course with your email and the password you created and this brings you to your filer dashboard the first thing a firm administrator would want to do is set up the firm account click on action the firm admin is slightly grayed out below that you'll see firm users firm attorneys firm information and payment accounts will start with firm users only the firm administrator has access to these four tabs it is advised that more than one person in your firm have that role of firm administrator this ensures when the firm admin is out of the office you have someone else that can access those tabs to invite firm users to the firm account scroll down to the very bottom you will see where it says join my firm and there's a link in a rectangular box you can either cut and paste this link into the clipboard and add it to your business email or you can simply click on the email link to the right of the clipboard and you want to put in the people that need to join the firm account so I have some paralegals and I would put the paralegals email here the law secretary the attorney and whoever else needs to join the firm account click on send and these people will then go to their email inbox and there will be an activation email there waiting for them with instructions on how to set up so that they can join the firm account when they finish joining the firm account they will land here under the firm users under email status it will say active however if you're the firm administrator and you had that final approval under firm status it will say not approved and as the firm admin you would click on the down arrow and there would be a third thing there that says approve new user as you can see everyone here has already been approved if somebody leaves your firm the firm admin is the person responsible for removing that firm user also if a filer comes to you as the firm admin and says they have been locked out of their account and they need you to reset a password you can click on reset password and reset the password for that filer and give them a new password to sign in with this will unlock their account each filer would be signing in with their own email if something changes in your firm and everyone gets a new email you want to click name by name scroll down and change their email here and then of course you're gonna Save Changes this is also where the roles are so if you want to give someone else to role a firm admin you would just click on the firm admin tab and then there would be a blue Save Changes at the far right-hand corner some filers will be all three a firm admin a filer and an attorney if that's the case you would put the attorneys number here and save changes by doing that that would put that firm attorney over in the firm attorneys tab scrolling back up click on actions and now let's go to firm attorneys if you did not add the firm attorney from the firm users list this is where you can add them not all attorneys are filers so click on add new attorney and scroll down put in your attorney bar number here and put in the first name and last name of your attorney and then click on the lower right for Save Changes if an attorney leaves your firm the firm admin would go to actions and remove that attorney the third tab that is exclusive to a firm administrator is firm information it's the name of your firm changes you would want to click in the box where it says firm name and change that name you could change an address here as well as a phone number you can also require administrator approval of new user registration by putting a check there if you make any changes in this area you want to click on the blue Save Changes you will get a confirmation in the top right that it was successfully saved back to the actions in the orange bar and next we have payment accounts it's important before you start filing that you set up a form of payment account we have a pop-up here that you must agree to before you can proceed this is talking about processing of credit cards and it lets you know that your account is never charged until your filing is accepted if you see any pending charges on your account prior to acceptance the pending charges are an authorization hold to ensure that the funds are available so your filing can be accepted without delay here's a note if the filing is cancelled or rejected by the court the funds will be released and will return to your account according to your financial institutions policies this is typically 3 to 10 business days click on I understand and agree and then you want to click on add payment account payment account name the way you name this is is the way all of your filers will see it so you can put visa and an expiration date if that's what you'd like to do you can name it the company business card whatever you would like to do is find payment account type drop-down and you want to choose credit card to the right click on enter account information the method of payment is going to be credit card the card types allowed in Illinois courts are American Express Discover MasterCard and Visa if your court does not accept American Express when you're filing into that court American Express will not be available for you to choose after you've put in your information choose visa you put in your card number no spaces and everything here is as it appears on the card and then you will go through and click on continue until you eventually will be saving those changes once you have successfully added that credit card to the system under credit card you will see where it says active yes if you have a credit card that is expired the firm Mad Men can go to actions and delete that card you cannot go to an expired credit card and change that date you could just delete it and add a new payment account another form of payment accounts that it's accepted in Illinois is an a check so click on add payment account down below let's put in a check payment account type drop-down arrow and we're going to choose a check and click on enter account information method of payment again you're going to choose a check this could be coming from your checking or your savings you put your account number routing number the name on this account and so forth until you click on continue and keep going till you Save Changes with an e check there is no pre-authorization hold on your checking or your savings the only time the funds will be coming out is when the court accepts your filing there is a flat fee to use an e check it is currently 25 cents which would only be charged again when the court accepts the filing if you are a government agency or you are doing pro no pro bono type work you might have a waiver as your payment account so type in the word waiver payment account type drop-down arrow and choose waiver and then click on the blue Save Changes this means that when you're doing a filing and there's and the Court has agreed to waive your fees when you get to fees and choose waiver those fees will go to zero and there will not be a fee charged to you let's click on the house this brings you back to your filer dashboard we have little bubbles over every step of this and so if you hover over this bubble this lets you know that this is your filing activity and that one of your filings when one of your filings changes in status you'll see a change here you click on the word to see all the filings within that status so whenever you submit a filing it's going to land here under pending these are your envelopes that have been submitted they're in the courts queue waiting on a court reviewer to pick them up when the court reviews your filing and accepts of documents it will land here under accepted you can also come here and get your file stamped documents occasionally the court will be returning your envelope for Corrections and this is where the returned filings go drafts are those envelopes that have not been submitted yet it's a work in progress and it is not submitted so nobody sees this but the filer or somebody in the firm account served are those envelopes that have service only filings that have been delivered you can come to served and see the date and time of when the service context received those documents a served filing does not go to the court it just goes to the service contacts attached to that case and delivers the documents in an email if you click on the blue view all this will take you to your filing history and you'll be able to see everything all at once if you have a particular case and you just want to isolate that one case click on the filter filter by click on the drop down arrow and choose my firm keep it at all statuses all locations and then you could just put the case number here then you want to click on the blue search this will bring up only this case and everything that has been done in this particular case you can also use the filter if you wanted to see filings that were just done let's say in Cook County you could do that as well take out that case number and then click on search and see what Cook County filings you have done and that will just bring up your Cook County ones so you can use this search a number of different ways we have another bubble on start a new case if you hover over that this lets you know that if you do not have a case number and are filing an initiating document for the first time then you want to go ahead and start a new case if you do have a case number or if there is an existing case number please do not click on start a new case we have this show me how that's also built-in if you click on that blue show me help this will do exactly that give you step-by-step directions if you want to start a new case with a template you can also click on use a template and to create a template for initiating filings that you do on a repetitive basis you could just name you're filing your template rather I'm going to name it Cook County civil and then I'm going to click on favorite and click on the Save Changes location select your category and so this if you're doing repetitive type filings and they're all in the same category same case type same location and you do a lot of adoptions in Cook County set it up and then click on the blue Save Changes so you've now created a template for Cook County civil for adoption so if you're ready and you want to start doing a lot of these adoptions the new cases click on use a template scroll down if you have a lot of templates like we do you want to scroll down until you find the one that you just created let me find it I'm going to use a search one all right so I have found here's my template and you can go to actions and use template the case information has already been filled in so I don't have to do that five times or however many cases I have the system will go ahead and jump down to the party information and this is where you're going to put the new information in and then go through everything and uploading your documents then go all the way through to you submit so a templates job is to just save you a little bit of time for these repetitive type filings to file into the existing case if you hover over that bubble this tells you to use this if you have a case number to conduct a search and then file if you've already filed into a case you do not have to click on file into existing case every time that case will already be part of your filing history but this is for those cases that you have yet to file into and you need to search for them before you could file into them we also have to show me how built in here so let me demonstrate if you've already filed into a case and you know it's part of your filing history go to your filing history where you can see everything you can either use that filter and bring up the case refuse to your case here you can go to actions and click on file into case you do not have to search all over again for that case under the show me how to we also have exactly what those bubbles were showing start a new cases here and file into an existing case any one of these things that you might need help with will also show you step-by-step how to add a payment account and attorney invite firm users how to add service contacts and how to fix a rejected filing you can also type your question here so if I go to actions the filing history is also here which is exactly what the view all was we have your templates here and your firm's service contacts it's important that you set up your firm service contacts everyone in the firm has access to this and you can build it as you go all of your attorneys should be listed on their cases as a service contact so that when the opposing counsel chooses to e-file and serve your attorney will be getting an email notification with those documents so click on add service contact to start building this put in your attorneys first name and last name put in that attorneys email address administrative copy you hover over that little bubble this is when you put in the administrative copy field an email of someone you want to receive copies for this particular service contact and you could put more than one email just separate it with a comma no spaces so if this attorney has a paralegal that he also wants to receive these email notifications put that paralegals email here if you have a secretary put a comma with that second email here now when you attach this Potenza when you attach this surface contact to a case not only will that attorneys email receive the email notifications when a filer chooses to e-file and serve but the to administrative copies will also receive those email notifications if somebody leaves your firm you can delete that contact if you do delete the contact it will take them off of any cases that they were added to from your firm list so if you click on view attached case list if I deleted that firm service contact it would take them off of these two cases if you would rather you could replace the service contact with somebody else that's already in your firm the new service contact would then be receiving all the email notifications other cases they were attached to anytime you need to edit any of any information highlight that person's name right there you could come down below you can add administrative copies to it you can change an email as long as you click on the Save Changes to save what you have edited back to the house for your landing page the next thing under actions is we have bookmarks if you'd like to bookmark a case you can click on bookmarks go straight to the case that you have bookmarked and go to actions and you can file into that case you can also add a service contact to a case without filing into it by clicking on view service contacts this won't be available on all of your cases when you have a case in front of you and you click on that little actions to the right of your case every case will have a view service contacts so if you'd like to add a service contact to one of the parties here or even under other service contacts you would go to the actions to the right of that party and add from firm service contacts you want to choose your attorney that needs to be attached and you could do more than one service contact click on the blue clothes you've now attached two of your service contacts to this case please notice that each of these service contacts has an actions where you can remove a party if you wanted to link this party with one of the service contact to another party click on link parties with contact you can choose the second executor by putting in the little checkmark and close however keep in mind that that means that that particular service contact is on here twice and they will be receiving duplicate emails to remove a service contact go to actions and remove you'll notice if there's a service contact here that we cannot remove this person was added by another firm and if you highlight it and scroll down you can see that she was added by her firm so you cannot remove someone else's firm service contact from a case you can only remove your own so when you highlight your own and you scroll down you could see that your firm service contact was added by your firm when you're ready to get out of this area click on the X and you're out if you want to unbook mark something cuz you're finished with it you can click on remove bookmark landing page and go back to actions and let's look at reports there are two financial reconciliation reports built into the system these are useful when you're trying to reconcile your financial transactions against your filings that were submitted you can search up to 60 days at a time this report is delivered in an Excel spreadsheet and it allows for filtering and searching click on the run report I suggest you do filing submitted by my firm and put in the date range of the filings that you would like to reconcile so I'll do the first March until today's date and then you just click on the download report and when you click on open this will show you your report on an Excel spreadsheet the second report is very similar you just click on run report and do the exact same thing put in your parameters if you want to change them or if you want the same parameters but with a different view click on this download report and this will show you a little different review than the first one actions if you click on help we also have that help it's listed here again this is your self service support help when you need it and the contact us is here as well as here and we also have the type your question or search term here we tried to make it as accessible as possible for your convenience back to the house and that is all the tabs under our actions tab this icon that looks like a person with an arrow down above actions when you click on that down arrow shows you manage security this is where you can reset your password manage notifications this is that area that shows you the filer email notifications that will come to the filers email when your filing is submitted when it's rejected or accepted if you get an email notification saying service was undeliverable that means that one or more of the service contacts is not receiving that email notification and you will need to find a different method to serve them that document filing submission failed means that one or more of the documents has failed in submission and you will need to correct that document and resend to the court because the court will not see it because it has failed in submission filing receipt it is here should Illinois start to use receded documents let's look at doing some filings okay this is the stage site it is for testing purposes only so keep that in mind that this is not the production site but it mimics it as well as as the production site but it does not go to the actual court when we submit a filing so I'm going to click on start a new case this is when I want to initiate something there is a pop-up that will say do you already have a case number because if you already have a case number you want to click on file into an existing case so don't make the mistake of starting a new case when there is an existing case already so pick your location this is l4 the ties for you if you want to scroll down and then select your category if you hover over that little bubble it says you cannot initiate criminal cases you can file into an existing criminal case but you cannot initiate electronically a criminal case scroll down bar and pick your category this is again alphabetized for you if you want to scroll down and see everything that's here here's your case type pick the one that will fit your filing if you do not know what the category or the case type should be please contact the court that is a court question and then click on the blue Save Changes the way I've set up my case information has produced two required parties you'll notice that plaintiff / petitioner is in blue that dark blue and it's a required party if this party is a business or agency you're gonna put a little checkmark in that box and put the business name otherwise put in that plaintiffs first thing and last name or petitioner if your attorney represents this party scroll down and where it says lead attorney drop down all of your attorneys will appear in this box select your attorney for the lead attorney if you need to add additional attorneys click on add attorneys and then choose another attorney to add to this case now click on the blue Save Changes and you've added two attorneys to this one party the system will automatically go to your next required party do not skip required parties please fill this in before you click on add another party so in this case we have a defendant or respondent so go ahead and put in the name of that party if you want to put addresses in you certainly can please notice they are not outlined in red so I'm not obligated to fill in those boxes it's not a mandatory field click on the blue Save Changes if you want to keep adding to the party area scroll back up and then click on add another party and at this time under party type you can select another party so if you have another plaintiff that you want to choose select that party and then put in that party's name again select your attorney if your attorney represents that second plaintiff and then click on the blue Save Changes when you're finished with parties your next step is filings you're going to be filing this because you do not have a case number yet and you're initiating this for the first time select your filing code again it is alphabetized for you filing description is optional you can use it if you want to client reference number when you hover over the bubble lets you know this is an internal tracking number for the part of your filing on behalf of use it if you want to same thing with comments to the court this is optional if you have something to say to the court reviewers so that when they're accessing your document they'll have a better understanding use comments to court courtesy copy is just that it would be emails of someone in house that you would want to let them know if you're filing do not use courtesy copies as a way to serve the opposing counsel lead document required click anywhere in this long grey rectangular box this will take you to your computer where you will pick up your PDF document the PDF document should be 8 by 11 black-and-white and it cannot exceed 25 megabytes choose your security field it's either confidential or non confidential if you have any attachments like maybe an exhibit you can load that right now to go with that lead document again anything outlined in red you'll what lets you know this is a mandatory field if you need to add optional services and fees click on it now find the fee that you might be needing or the service you need scroll down bar here is a multiplier if you need certified letters change this to reflect the quantity that you're needing and then click on the blue Save Changes if you need to add another optional service in fees you can do it now by clicking on add optional services and fees and selecting something else from the drop-down again you have the multiplier here click on the blue Save Changes if you would like to add another lead document keeping in mind that lead documents get the file stamp from the court click on add another filing this gives you another filing code area find the filing code that will fit your second document again filing description is optional I happen to think it helps you in the long run when you look back on your filing to see your filing description so I would say use it again these are optional lead document required let's still get that second lead document again it cannot exceed 25 megabytes and all of these documents added together cannot exceed 35 megabytes once you are finished loading documents click on the Save Changes this one had no attachments if you want a third lead document you keep going then the same pattern by clicking on add another filing selecting another filing code and so forth next we have your service contacts even though we are just be filing this not a filing and serving if you would like to attach your attorney now as a service contact to their party to the right of their party we click on the actions add from firm service contacts and select your attorney or attorneys at this time and then click on the blue clothes you've now attached to attorneys as service contacts to this filing your filing fees will be added up for you and they will be itemized and so you can look over this if you is a credit card whatever this envelope total is will be pre authorized on your credit card it will only be charged to the card when the court accepts the filing and that was the agreement you agreed to when you added a credit card of course if you have an a check that does not work that way as I explained until the court accepts of filing nothing will come out of your checking or your savings that that a check is attached to payment account if I use waiver here's you can have multiple cards in here this is why you want to be sure to name it appropriately use a credit card you know what to expect if you use a waiver those fees will go immediately to zero filing attorney not a mandatory field that I'm going to go ahead and fill it in and then click on the blue Save Changes when everything is complete successfully you will have the blue summary at this time if you do not have the blue summary you need to go back and look and see what is outlined in red that would be a field that needs to be taken care of click on the blue summary and this leads you to your review before you submit your envelope page if you wanted to see your documents again in the filings area click on that first filing code the affidavit it opens everything up below and this is where you can see the download where it says original file if you click on that original file and you open it this allows you to see your document before you submit it so you could see your document if it's correct perfect if it's not then you have a chance to upload the correct document before you submit if you want to see that second document lead document highlight that area and this download original file is that application if you're satisfied you go all the way down and then you have your blue submit if you do need to make a change you would click on back which is to the left of submit this again is letting you know that your account is never charged until your filing is accepted but if you're using your credit card you will see a pending charge on your account prior to acceptance if you're needed to make a change we'll click on back and we're going to remove a document perhaps that document was upside down or it was the wrong document go to your filings area highlight the filing code that fits that document and then scroll down till you see the lead document required field and to the right of that document there is a black X and it's in a grey square as you can see when you click on that black X it will remove your document and this allows you to upload the corrected document scroll down and you will have a blue Save Changes again if you left this at any point this would be left as a draft or you can click on save as draft and resume the draft envelope exactly where you left off if you're ready to submit you're going to go to summary again everything won't load up again and if you want to look at the document you can some people never choose to see the document again and that's fine it's just something that's built into the system that allows you to see it one more time before you submit your filing when you're ready click on the blue submit the system will give you a green tab at the top right that lets you know that this envelope is submitting you can click there to view the receipt it's so in blue if you don't catch that in time click on pending and you can get your receipt this way here is your filing and is currently submitting you'll only see your to leave documents even though the first one has an attachment but that attachment is still there you're going to go to action view envelope details and this allows you to print your receipt by clicking on view receipt you would be able to print this receipt or save it on your computer when I go back to the house icon to go back to my filer dashboard I'm now going to click on pending because I want to make sure that my status went from submitting to submitted and it did when you hover over submitted this lets you know that this filing has successfully been submitted if you hover but don't click on these X's that is where you would cancel your filing if you choose to cancel the filing you need to do it when it's in submitting or submitted status once it's under review or accepted by the court you no longer have that option to cancel your filing if you decide to cancel the filing because there was a third document that you forgot cancel as soon as you can again when it's in these statuses and each one must be cancelled you're going to see as soon as I cancel this second document that envelope number three seven six seven zero is no longer going to be part of my filing history it's now gone so to get back to that cancelled filing so I can add that third document I'm going to go back to my file our dashboard and this time click on View all to find my cancelled filing and add to it and resubmit so here is envelope number three seven six seven zero I see the cancelled status I'm going to go to actions and I'm going to click on copy envelope you can also do this when you have a return filing to make any Corrections and resubmit everything should pull back up that I previously added and now if I wanted to add that third document I'm going to click on add another filing select the filing code for my third document and upload that document and click on the blue Save Changes and go to summary again this is your review page here are your three documents that you added and when you're ready click on submit no one will ever see the cancelled filing they will only see this one that you have submitted again if you click on pending you will see that filing that you just submitted it will have a completely different envelope number and now has envelope number three seven six seven eight every time you submit a filing you the system will generate a brand-new envelope number for that particular filing well now let's click on start a new case sorry file into existing case so this means that I have a case number but I've never filed into it before so what I have to do is search for this case there's a scroll down bar and you want to put in the location so I know it's in Cook County it's law of Division District one I'm going to scroll down until I see that and then you're going to click on it and it fills in that box now put in your case number you can also search by party name but it is suggested that you search by case name first in case this person is involved in a lot of different cases once the case number is there click on the word search and this will pull up hopefully pull up your case for you you can hover over each area to see more details on it if you go to actions your choices are to file into the case you can file into the case with a template however case information is actually already filled in for you can't see you might see benefit in that use it if you see that benefit view service contacts if you wanted to you could just add a service contact to this case without even filing into it this one is bookmarked I could remove the bookmark if I wanted we're going to choose file in the case because this case has already been accepted by the court and the court has assigned it a case number the case information is there if you'd like to put a case cross-reference number you could put that here this would be the attorney's number that was issued by the county so you could put that attorney number here when you do that you want to be sure to click on the blue Save Changes we already have parties listed here if you want to add another party you just click on add another party select the party type and in the first name last name and add your attorney if your attorney represents this person of course on your lead attorney you're going to select your attorneys name you can add more if you need to and then always click on the blue Save Changes you cannot make changes in the party information unless you choose the filing type II file or a file and serve no changes can be made in party information if you choose to serve only the reason is the court must approve your filing to make any changes or edit any information in parties the filing type by default is a file and serve we're going to leave that there but here's the drop down for to choose the others again if you choose serve you will not be able to change anything in parties because that means that bypasses the court so filing code is next let's pick the filing code for your lead document your first lead document get your PDF document that is under 25 megabytes yep by 11 if that size is different you can contact the court here are your security choices if you're not sure which one again either go online to the courts website or contact a legal professional or the court and ask about that security field if you have an exhibit this is the attachments field to add that if you need any optional services and fees simply click there pick any fees that you might need here is your multiplier add as many as you need and then click on the blue Save Changes again at this time if you need more optional services add them now if you did click on that and you didn't need any more it's very easy to go to actions and remove what you added click on add another filing to add an additional lead document keep in mind every lead document has its own filing code sometimes I've seen the filing code is the same one for each document again that is a question you might ask the court we got some ins here if you need something like that go get that lead document 35 megabytes is the limit and that is a lot of data so it allows for a lot of documents to be uploaded and then click on the blue Save Changes okay so now since we picked the filing type II file and serve and we scroll down we see that there are no service contacts here at all so you're going to get this red rectangular box that says please select at least one service contact for service so you can't go forward you see how everything is grayed out until you pick a service contact you're not going to be able to move forward so your choices are you can either choose to just be file this are these documents or you can add a service contact so if your attorney represents the defendant click on the actions drop-down add from firm service contacts click on your attorney or if you have more than one two attorneys or more and click on close now you're not going to see anything any administrative copies there but if there are some attached they will also receive email notifications as of now there is not a public list to choose from but with the public list is available this is where you would be able to search for the opposing counsels email you want to scroll down you now are able to select your payment account if you chose to change the filing type you would want to change it here under filing type to e-file click on the blue Save Changes but you must do it by each document so here's that second lead document highlight that area change that filing type to e-file and then Save Changes this will allow you to skip right down to fees and submit your filing with known service contacts that would mean that you would choose a different method if you needed to to serve those documents on somebody somebody choose waiver again partly responsible for fees this is who my attorney represents filing attorney if you choose it and then you want to click on the blue Save Changes Cook County does allow for a return date so if you want to select a return date and verify this would give the other party the date that they need to respond by so if you wanted to pick a date you could maybe do it a week from today and then you click on verify if this state is available it would allow you to select the date this says return date not applicable now again I'm on the stage site on the production side you should be able to select the return date if it is available click on the blue Save Changes this allows you to go to summary again this is a good place to review your documents if you needed to everything should pull up ok you highlight each area if you chose to look at the document again otherwise you go ahead and click on the blue submit when you're ready to submit your filing request hearing date will pop up you can select a hearing date and time and once you collect select your hearing date and you're hearing time then you want to click save which is below on the right if you do not want to schedule a hearing date and time you click do not schedule below and you will be able to schedule a you will not be able to schedule a hearing later if you don't schedule it now so this is here just to to let you know what to expect so you do the drop down and you can choose one choose your time and then you click on the blue Save so your envelope is submitting you can click here to view the receipt or select pending and look at your receipt here there's your two documents that are successfully submitted again opportunity to cancel is when they're in this status if you go to actions you envelope details and scroll all the way to the bottom that's where you can click on the view receipt we're going to do one more filing into an existing case let's pick another cook County one so click on file into existing case going to pick the location this one is going to be Chancery Division District one put in your case number here click on search I want to show you this one because it does say that the party in the attorney information may not be current it is still possible to e-file into this case so if you get something like that you might have to manually input data when you're ready you click on file into case if you pull this up just because you wanted to add a service contact you're going to click on View service contacts without filing into the case you can do that if your party is not listed yet you want the attorney to be getting email notifications on this case you can go to actions to the right of other service contacts and add from firm service contacts select your attorney and then you're going to click on the close you've now attached your attorney as a service contactor case without every filing into it this would be pretty much like the case we just filed into the other cook County one and just wanted to show you what you could also do without falling into a case if you bookmarked the case so you can work on it later maybe you sign in Monday morning and you're ready to get started you have a bookmarked case to save you time go to actions click on bookmarks find your case maybe you've bookmarked four cases this will be very convenient for you just go to actions and file into that case and your search has already done and this will help you go ahead and get on with your filing everything will populate and then you just start filling in what you need to fill in and upload your documents and whatnot if you just wanted to serve documents when you click serve you don't have a have to have a filing code describe your document here and this does bypass the court you're just serving a document on somebody that might be listed as a service contact on the case upload your document always Save Changes if there is not a service contact here you could add one and now when you go through there is no fee as you can see no fee whatsoever for serving the document and then click on the blue Save Changes verify if you have a return date in this stage site it's going to be not applicable and then click on the blue Save Changes you go to the summary and this is where you can submit that document to whatever service contacts are attached it would send them that service only document ok and again everything is done by email so if you clicked on submit do not schedule then you have it right here under served if you get this it says service what's it say this folly has encountered some issues while serving because that email was not a good email you can click on View envelope details and this allows you to look in further as to why the emails failed you'll see an error right here error for both of these so if you get this service undeliverable you want to view the envelope details you can go to your view log and what this lets you know is whenever these emails were trying to go through it failed and it lets you know that the server rejected the given recipient the server responded no mailbox by that name is currently available and that is true because this was actually not a real email for the testing purposes to sign out of the e-filing system click on that icon the down arrow and click on sign out you are now signed out and this concludes the webinar thank you
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How to eSign & complete a document online
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How to digitally sign a PDF file with an iPhone or iPad
How to eSign a PDF file on an Android
How to eSign & complete a document online
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