Transcription
Odyssey File & Serve HTML5Individual Filer User Guide – Release 3.9OFS-FS-200-3316 v.1February 2015
Copyright and ConfidentialityCopyright 2015 Tyler Technologies, Inc. All rights reserved.All documentation, source programs, object programs, procedures, and any other materials supplied inconnection with this document remain the exclusive property of Tyler Technologies, Inc., or in certain casesits licensees. Any use or reproduction (physical or electronic) of such materials, not specifically authorizedby the Tyler Technologies license agreement, shall be deemed an agreement violation. Such a violation willterminate the licensee’s right to use such material and can render the licensee liable for actual and punitivedamages.This notification constitutes part of the documentation and must not be removed.All other brands and product names are trademarks or registered trademarks of their respective owners.Publishing HistoryiiDocument PublicationNumberRevisionDateOFS-FS-200-3316 v.1InitialFebruary2015February 2015Changes MadeOFS-FS-200-3316 v.1
ContentsContentsCopyright and Confidentiality . iiPublishing History. iiList of Figures. iv1 System Overview .1Before You Begin .1System Requirements .1Page Navigation.1Error Messages.22 E-Filing Overview .3Filing Queue Status.33 Home Page.64 File & Serve Registration.8Registering as an Individual Filer.8Resetting Your Password. 115 Log On and Log Off .13Logging On .13Logging Off.146 Orientation.167 Profile Preferences.20Changing the User Password.20Changing the Security Question .21Updating User Information .22Managing Notifications .238 Entering Payment Account Details .259 Case Initiation .26Filing a New Case .26Entering Party Details.27Entering Filing Details.28Viewing the Envelope Summary.3010 Subsequent Filing.32Filing into an Existing Case .32Viewing the Envelope Details .3411 Filings.36Filtering the Filings Queue .37Resuming the Filing Process.40Canceling a Filing .4112 Service Contacts .43Adding Service Contacts to a Case.43OFS-FS-200-3316 v.1February 2015iii
List of FiguresKeyboard Shortcuts Window.2Actions Filings Drop-Down List.2The E-Filing Process .3File & Serve Home Page .6Register Page.9Registration Agreement Page .10Confirmation Page .10Logon Page. 11Change Password Page . 11Logon Page.14Log Off Option on Drop-Down List .14Sign Out Page .15Case Actions Toolbar .16Actions Drop-Down List .16My Filings Page .17Edit Contact Info Page.18Payment Accounts Page with Existing Payment Accounts.18Add a New Payment Account Page .19Drop-Down List.20Change Password Page .21Drop-Down List.21Change Password Page .22My Information Page .23Manage Notifications Page .24Add a New Payment Account Page .25New Case Toolbar.26New Case Toolbar.26Filings Page .28Select Lead Document on Filings Page.29Envelope # 3078 Page .31My Filings Page .32File Into Existing Case Link .33Case Search Page.33My Filings Page .34My Filings Page .37My Filings Page .38My Filings Filter Page .39Select the Dates by Using the Calendar .39My Filings Page .40My Filings Page .41My Filings Page – Canceling a Filing .42Service Contacts Page .44ivFebruary 2015OFS-FS-200-3316 v.1
1 System OverviewTopics Covered in this Chapter Before You BeginThe File & Serve system enables registered users to file documents with the court anytime, anywhere, 24hours a day, seven days a week. This highly automated, scalable system provides customers theopportunity to transition from an inefficient, paper-based process to a streamlined, technology-basedelectronic filing (e-filing) system.Before You BeginThis guide is intended for individual filers (pro se/self-represented litigants).Before you begin, there are several items you should be aware of to assist you with the successfuloperation of your software.Note: Depending on your setup, all features may not be available. As a result, your screen mayvary from what is shown in the document.System RequirementsThis section describes the recommended system requirements to successfully use the system: Browser Requirements – The system supports current versions of the Windows operating systemusing Internet Explorer 10 or 11, Chrome, or Firefox. If your browser does not meet these minimumrequirements, please contact your network administrator. Connection Requirements – A high-speed Internet connection is recommended. Minimum Screen Resolution – For best results, a setting of 1024x768 or better is highlyrecommended. If necessary, users can set their monitors to 800x600 pixels, but doing so maycompromise the graphic display. Document Format – PDF is the only format allowed for attaching documents when using thesystem.Page NavigationThe following sections describe how to navigate the system and populate data fields throughout the filingprocess.Keyboard ShortcutsAt any time while you are in the File & Serve system, you can use keyboard shortcuts for assistance. PressSHIFT ? to display the following window.OFS-FS-200-3316 v.1February 20151
Odyssey File & Serve HTML5Figure 1.1 – Keyboard Shortcuts WindowPress any shortcut key, and it will initiate an action depending on the key you pressed. The keyboardshortcuts are designed to make your experience flow more smoothly and to help you to gain efficiency inusing the system.Resume FilingDuring the filing process, the system automatically saves a draft of each page on which you havecompleted all required fields. This feature allows you to stop work on a filing and resume at a later time. Toresume filing of a saved draft, navigate to the My Filings page, and find the draft you want to complete. Clickthe Actions drop-down list, and select Resume Draft Envelope.Figure 1.2 – Actions Filings Drop-Down ListError MessagesThe system displays several error messages to alert you when either required information is not entered orinvalid information is provided.Enter Data in Required FieldsRequired fields are outlined in red on your form. If the information is not entered in the required fields, youwill receive error messages when you try to advance to the next page.Note: Required fields may vary in different sections.2February 2015OFS-FS-200-3316 v.1
2 E-Filing OverviewTopics Covered in this Chapter Filing Queue StatusThis section describes the e-filing process.Figure 2.1 – The E-Filing ProcessOnce a user has registered to use Odyssey File & Serve , a filer can electronically file documents to thecourt. When the filing is submitted, the filing is electronically delivered to the clerk's inbox. The clerk thenreviews the filing and either accepts or rejects the filing.If the clerk accepts the filing, the case is docketed and set to appear in the clerk’s case managementsystem. An email is sent to the filer with the case status along with any pertinent information regarding thecase. If the option for service was selected during the filing, service is electronically sent to the contacts onthe case.If the filing is rejected, the envelope is sent back to the filer with a reason for rejection, and the filer is given atime line in which to make the correction and resubmit the filing.If the filer has questions regarding the filing or case, it is recommended that the filer contact the local court.Filing Queue StatusThe filing queue status lets you know where you are in the e-filing process. The key represents the statuslisted for your filing.The following filing status key table describes the status associated with each filing type.OFS-FS-200-3316 v.1February 20153
Odyssey File & Serve HTML5StatusFiling TypeDefinitionDraftEFO, EFS, SOThe filer has entered full orpartial filing data, but has notyet submitted the filing.SubmittingEFO, EFS, SOThe filer has submitted thefiling, but the document fileformat and payment informationhave not been verified on theback end.SubmittedEFO, EFS, SOThe document file format andpayment information have beenverified and accepted, but thefiling has not yet entered theReview Queue/WorkflowProcess.Court ProcessingEFO, EFS, SOSome additional action needs tobe taken by the court.Under ReviewEFO, EFSA clerk reviewer has selected afiling from a queue.Note: Once a filing reachesthe Under Review status, itcannot return to theSubmitted status. Selectingthe End Review retains theUnder Review status andreturns the filing to thequeue.ReceiptedEFO, EFSThe reviewer has received thedocument, but some additionalaction needs to be taken by thecourt.Example: In a proposed order,the proposed order is receipted,and then the document isrouted to the judge for reviewand signing.AcceptedEFO, EFSThe reviewer has reviewed thefiling and accepted it.RejectedEFO, EFSThe reviewer has reviewed thefiling and rejected it.ServedSOService Only filings arecompleted.Service Incomplete (ServiceOnly filings)SOOne or more servings failed; theservice was incomplete.Example: The email or domainwas rejected.4February 2015OFS-FS-200-3316 v.1
Filing Queue StatusStatusFiling TypeDefinitionCanceledEFO, EFS, SOThe filer has canceled the filing.The filer can only cancel draftand submitted filings.Submission FailedEFO, EFSA file format or billing error hasoccurred when the filersubmitted the filing. Failurespecifics are available on theDetails page, and the filer isnotified of specifics throughemail.OFS-FS-200-3316 v.1February 20155
3 Home PageThe home page serves as the gateway to the system. From this page, you can register, log on, view trainingsessions, and get contact information for Technical Support.Figure 3.1 – File & Serve Home PageCourt Links and InformationThe Court Links and Information section provides links to the courts in your area. Click those links toaccess detailed information about the courts, including their location and general information about eachcourt.ActionsThe Actions section is where you log on to the system or register as a user.The Login area is where you log on to and use the File & Serve system. Type your email address andpassword to log on to File & Serve.The Register link takes you to the page where you can register users in the system by using their namesand contact information. File & Serve requires all users – whether Firm Administrators, attorneys, orindividuals representing themselves – to be registered in the system.6February 2015OFS-FS-200-3316 v.1
Home PageSelf HelpThe Self Help section contains links to online training sessions as well as answers to questions regardinge-filing.OFS-FS-200-3316 v.1February 20157
4 File & Serve RegistrationTopics Covered in this Chapter Registering as an Individual Filer Resetting Your PasswordRegistering as an Individual FilerYou can register as an individual filer if you are a single user of the system, which means a user who is notassociated with any firm or is not represented by any firm.Note: Refer to your local court’s website before registering as an individual filer, as registrationoptions may vary.To register as an individual filer, perform the following steps:1. From the home page, click.Note: There is no fee to sign up for e-filing.2. Complete the required fields, which are outlined in red: First Name, Last Name, Email Address,Password, Security Question, and Security Answer.3. Click.4. On the next page, select the appropriate option, indicating that you are an individual filer.8February 2015OFS-FS-200-3316 v.1
Registering as an Individual FilerFigure 4.1 – Register Page5. Complete the required fields, which differ depending on the option you selected previously.6. Clickto continue with your registration, or clickto return to the previous page.7. If you chose to continue with your registration, the Registration Agreement page opens. Read theagreement before proceeding.OFS-FS-200-3316 v.1February 20159
Odyssey File & Serve HTML5Figure 4.2 – Registration Agreement Page8. Selectto accept and agree to the terms listed on your page. If you do notwant to continue with your registration, clickto return to the previous page.9. If you continued with your registration, a confirmation page opens, and a verification email is sent to theemail address you provided.Figure 4.3 – Confirmation PageNote: You must verify your email address to complete the registration process. A verificationemail (from no-reply@tylerhost.net) will be sent to you. Open the email and click the link to10February 2015OFS-FS-200-3316 v.1
Resetting Your Passwordconfirm your email address. If you do not see the email in your inbox, check your junk mail folderfor the email.Your registration is complete. Navigate to your home page to log on.Resetting Your PasswordIf you have forgotten your password, reset it by entering the email address that you provided duringregistration and clicking.Note: Your password is case sensitive. Ensure that Caps Lock is not on.Figure 4.4 – Logon PageTo reset your password, perform the following steps:1. Clickon the logon page.A page opens requesting you to type your email address.Figure 4.5 – Change Password Page2. Type the email address that you provided during the registration process in the Email Address field.3. Clickto continue.4. Type your answer in the Security Answer field.5. ClickOFS-FS-200-3316 v.1.February 201511
Odyssey File & Serve HTML5The system displays this message: A password reset link has been sent to the email addressassociated with your account. If you do not see the password reset email in yourInbox, please check to see if it was delivered to your spam folder.6. Check your email inbox.7. Locate the email from no-reply@tylerhost.net.8. Click the link labeled (click) here to reset your password.You will be prompted to choose a new password.9. Enter a new password in the New Password field.10. Re-enter your new password in the Repeat New Password field.11. Click Change Password.A confirmation page displays the following message: Your password has been changedsuccessfully.12February 2015OFS-FS-200-3316 v.1
5 Log On and Log OffTopics Covered in this Chapter Logging On Logging OffAll users are required to log on to e-file and serve a document or to check the status of an existing filing. It isalso a best practice for users to log off after they have completed their transactions.Logging OnLog on by using the email address and password that you provided during the registration process. Youmust log on to be able to e-file or e-serve documents.Note: Clickto register if you have not registered before.Perform the following steps to log on:1. Navigate to your home page.2. Click.3. Type your email address and password (case sensitive) in the fields provided.OFS-FS-200-3316 v.1February 201513
Odyssey File & Serve HTML5Figure 5.1 – Logon PageNote: After several failed attempts to log on to the system, your account is locked. You canunlock your account by selecting Forgot Password?.Once you have successfully logged on, you can begin to e-file and e-serve documents.Logging OffThis section describes how to properly log off from File & Serve.Perform the following steps to log off:1. From the drop-down list on the top right corner of the page, click Log Off.Figure 5.2 – Log Off Option on Drop-Down ListThe Sign Out page is displayed.14February 2015OFS-FS-200-3316 v.1
Logging OffFigure 5.3 – Sign Out Page2. Return to the home page to log on to the system.OFS-FS-200-3316 v.1February 201515
6 OrientationWhen you log on to File & Serve, the My Filings page is displayed. From here, drop-down lists provide youwith various filing options.Case Actions Toolbar and Actions Drop-Down ListStart a new case or add a filing to an existing case using one of two methods: The case actions toolbarFigure 6.1 – Case Actions Toolbar The Actions drop-down listFigure 6.2 – Actions Drop-Down ListThe Actions drop-down list can also be used for other case actions.New CaseClick Start a New Case at the top of your page to open a new case and enter the required information. Youcan also select Start a New Case from the Actions drop-down list.File Into Existing CaseClick File Into Existing Case at the top of your page to locate an existing case and add a filing to the case.You can also select File Into Existing Case from the Actions drop-down list.My FilingsAfter you have uploaded and submitted your filing, the filing is displayed on the My Filings page. From here,you can view the status of your filing, check the filing type, get a document description, see the numberassigned to your case, review the details of the case, and cancel a filing.16February 2015OFS-FS-200-3316 v.1
OrientationFigure 6.3 – My Filings PageEdit Firm InfoClick Edit Firm Info from the Actions drop-down list to change the contact information that you previouslyentered into the system. When done, clickwithout changing your contact information.OFS-FS-200-3316 v.1to save your modifications orFebruary 2015to exit17
Odyssey File & Serve HTML5Figure 6.4 – Edit Contact Info PagePayment AccountsClick Payment Accounts from the Actions drop-down list to view the Payment Accounts page. From here,you can view the existing payment accounts or add a new payment account.Figure 6.5 – Payment Accounts Page with Existing Payment AccountsIf you have no existing payment accounts, you can add an account by clicking Payment Accounts from theActions drop-down list. An introductory page is displayed with information on setting up a paymentaccount.18February 2015OFS-FS-200-3316 v.1
OrientationIf you want to add a new payment account, click.Complete the information in the Payment Account Name and Payment Account Type fields. Clickto save your payment account information orto exit without adding a paymentaccount.Figure 6.6 – Add a New Payment Account PageOFS-FS-200-3316 v.1February 201519
7 Profile PreferencesTopics Covered in this Chapter Changing the User Password Changing the Security Question Updating User Information Managing NotificationsThe drop-down list on the right side of the My Filings page provides options for changing your password andmanaging your notifications.Changing the User PasswordYou can change your password by selecting the Change Password option from the drop-down list on theright side of the page.Figure 7.1 – Drop-Down ListNote: Your password is case sensitive and must be at least eight characters in length with at leastone lowercase letter, one uppercase letter, and one number or symbol.Perform the following steps to change the user password:1. From the drop-down list at the top of the page, click Change Password.The Change Password page opens.20February 2015OFS-FS-200-3316 v.1
Changing the Security QuestionFigure 7.2 – Change Password Page2. Type your old password, followed by your new password. Re-enter your new password. Type a securityquestion and a security answer.Note: You can unlock your account by selecting Forgot Password?.3. Clickto change your password orto exit without changing your password.Changing the Security QuestionYou can change your security question.Figure 7.3 – Drop-Down ListPerform the following steps to change your security question:1. From the drop-down list at the top of the page, click Change Password.The Change Password page opens.OFS-FS-200-3316 v.1February 201521
Odyssey File & Serve HTML5Figure 7.4 – Change Password Page2. Change your security question and answer by typing your new information in the Security Questionand Security Answer fields.3. Clicksecurity information.to change your security information orto exit without changing yourUpdating User InformationUsers can update their personal information.Perform the following steps to update your personal information:1. From the drop-down list at the top of the My Filings page, click My Information.The My Information page opens.22February 2015OFS-FS-200-3316 v.1
Managing NotificationsFigure 7.5 – My Information Page2. Update any information as needed. Clickdiscard your changes.to save your changes ortoManaging NotificationsYou can set your notification preferences for receiving filing information.Perform the following steps to set your email notifications:1. From the drop-down list at the top of the My Filings page, click Manage Notifications.The Manage Notifications page opens.OFS-FS-200-3316 v.1February 201523
Odyssey File & Serve HTML5Figure 7.6 – Manage Notifications Page2. Select the check boxes that correspond to the methods by which you want to be notified of filinginformation. The options that you can select include Filing Accepted, Filing Rejected, FilingSubmitted, Service Undeliverable, Filing Submission Failed, and Filing Receipted.3. Clickto save your notification selection ornotification information.24February 2015to exit without changing yourOFS-FS-200-3316 v.1
8 Entering Payment Account DetailsYou must set up a payment account before you can submit a filing to the court.To set up a payment account, perform the following steps:1. From the Actions drop-down list, select Payment Accounts.The Payment Accounts page opens.2. Click.3. Type a name for the payment account in the Payment Account Name field.4. Select a payment account from the drop-down list in the Payment Account Type field.5. Complete the required fields, which differ depending on the type of account you selected.If you selected Credit Card or Draw Down, you will be prompted for additional information.6. When done, clickwithout adding a payment account.to save your payment account information orto exitFigure 8.1 – Add a New Payment Account PageOFS-FS-200-3316 v.1February 201525
9 Case InitiationTopics Covered in this Chapter Filing a New Case Entering Party Details Entering Filing Details Viewing the Envelope SummaryYou can initiate a case from the Actions drop-down list or the new case toolbar located at the top of thepage.Figure 9.1 – New Case ToolbarFiling a New CaseFile a new case from the My Filings page.Perform the following steps to file a new case:1. Click Start a New Case from the Actions drop-down list, or click Start a New Case from the toolbar atthe top of the My
Document Format – PDF is the only format allowed for attaching documents when using the system. Page Navigation The following sections describe how to navigate the system and populate data fields throughout the filing process. Keyboard Shortcuts At any time while you are in the File &
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