MyECFMail Quick Start Guide

Transcription

1 MyECFMail Quick Start Guide A Best Case Bankruptcy Add-on Tool Get organized with this efficiency tool! Don t waste time searching, downloading and saving ECF files, simplify the process with MyECFMail. In this guide, see how to setup accounts, store Free Looks, calendar important events and view ECF activity in Best Case Bankruptcy. TABLE OF CONTENTS 30-Day Trial... 2 System Requirements... 2 MyECFMail Prerequisites Gmail Account... 3 CM/ECF Setup... 3 Getting Started... 4 MyECFMail Components Manager... 5 Case Viewer in Best Case Bankruptcy... 6 ECF Calendar... 7 Training and Support... 8 Licensing and Pricing... 9

2 Welcome to MyECFMail MyECFMail was specifically developed for Best Case Bankruptcy as a time-saving ECF workflow solution developed to help organize, store and calendar the high number of s transmitted from the Courts. It streamlines the ECF process after you file a case with Best Case by automatically downloading your Free Looks from the Court s website and populates upcoming events such as 341 meetings to the ECF Calendar. Plus, access all Bankruptcy Court transmitted s, affiliated PDFs, proofs of claim and events for a case directly from the Best Case Bankruptcy Case Viewer. In a few clicks, you can easily view all CM/ECF activity for a particular client. Try MyECFMail free for 30-days! Download the trial software at MyECFMail 30-Day Trial Trial Start Date: The 30-day trial begins when you click the Begin a 30-Day Trial button from the menu screen after you launch the program. Cost: Free for 30 days 30-Day Trial License: One installation of MyECFMail Download to one workstation Network Access: Up to 3 simultaneous users User Account: Up to 3 per installation Expiration: MyECFMail will expire 30 days after MyECFMail is launched One free 30-day trial per Best Case Bankruptcy License, every six months After 30 days: No new s or free looks will be downloaded and you will not be able to access the program SYSTEM Requirements Operating System: Windows XP or better with.net framework 4.0 or better Internet Connection: Ethernet Gmail Account: New account for MyECFMail Screen Resolution: 1024 x 768 Computer Memory: Minimum 1GB Trial Version Rules and Regulations: Requires a current Best Case Bankruptcy License Free Trials can not be combined with any other offers 2 MyECFMail Quick Start Guide

3 Pre-Installation Prior to installing MyECFMail you must complete the following steps: 1 2 Create a NEW Gmail account Update your CM/ECF account with the new Gmail account IMPORTANT: It s required that you register for a completely new Gmail webmail service account. This account should be used exclusively with MyECFMail. DO NOT USE an already active Gmail account as you may lose existing s. Register today: 1. Go to 2. Click Create an account 3. Complete the required information NOTE: You may be required to verify your account with a code sent via voice or text message. Once you ve completed the set up process, sign into your new Gmail account and configure the following: 1. In the upper right corner, click and select SETTINGS 2. Click Forwarding and Pop/IMAP 3. In the POP Download section, go to option 1: Status:, select ENABLE POP FOR ALL MAIL 4. Go to option 2: When messages are accessed with POP, select ARCHIVE GMAIL S COPY 5. Click Save Changes To ensure you receive all s, set up a filter in Gmail: 1. In the upper right corner, click and select SETTINGS 2. Click FILTERS 3. Scroll to bottom and click CREATE A NEW FILTER 4. In the FROM field, type *@*.uscourts.gov 5. Click CREATE FILTER WITH this search in the bottom right corner 6. Check the box NEVER SEND IT TO SPAM 7. Click the CREATE FILTER button in the bottom left corner 1. Sign in to the Court's CM/ECF website 2. Go to Utilities 3. Choose Maintain Your ECF Account 4. Click Information 5. Add your new Gmail account as a secondary address NOTE: We recommend you do this for a transitional period until you are comfortable with receiving your notices only through MyECFMail. 6. Select Send notices in cases in which I am involved 7. Select html format 8. Submit your changes and Logout NOTE: Depending on your district, you may need to contact your Court to add the Gmail account to the CM/ECF system. Frequently Asked Questions: Q: Why do I need to create a brand new account? All my s already go into a Gmail account. A: If you set up MyECFMail with your established account, you will lose your existing s. Keeping all your ECF notices in one box, also helps keep you organized. Q: Why is a Gmail account required? A: Gmail accounts are free to setup and allow POP access. Need help? Best Case, LLC

4 Getting Started Congratulations! You ve taken the first step to simplify the stream of case-related communications and events sent from the Court. Follow the steps below to get started. Account Setup The Setup Wizard launches when you begin the 30-day trial or enter a license key. It takes you through entering user and account information and must be entered to begin using MyECFMail. Note: You can set up as many accounts as you need. For example, one support worker can manage Court notices for multiple attorney accounts. Step 1: Create a User Create a User account by entering a User Name and Description (optional). Step 2: Enter Information Enter your new Gmail user name and password. Click OK. Repeat for additional accounts. 4 MyECFMail Quick Start Guide

5 s & Free Looks Save Time and Money! The ECF Manager harnesses your ECF s and helps you avoid PACER fees. Access enhanced sorting, viewing and filtering of Court communication at your fingertips. MyECFMail: Manager Automatically Downloads Free Looks: Free Looks Automatically Saved and Filed Don t waste time, let the program do the work for you! Daily Task Scheduler Easily create a Windows task to download Court s during off-peak hours to maximize your in-office productivity. Enhanced Tool Bar Access critical functions to view or save PDFs and s and to add custom filters. Open the Case Viewer to see all activity for a particular client. Intuitive Interface Tabbed Display The inbox shows all active s from the last 16 days and auto-archives older s for faster loading. Advanced Search Capabilities Easily search by case number or name and results are displayed in the main content window. Sort s with Filters By Case number, Case Debtor(s) Name, Court or create your own with user-defined filters. Events List Console View a daily list of color-coded calendar activities at a glance. Collapse/expand event details, show/hide expired events or add new events with a click. Manager: Read case s, access PDFs, view daily calendar events and more in one window Best Case, LLC

6 Best Case Integration Save time and improve case management with the MyECFMail Case Viewer. Easily view ECF activity associated with a specific client case without ever leaving Best Case. MyECFMail Case Viewer Two Ways to Access the Case Viewer: From MyECFMail With an or case selected, click the Case Viewer icon in the top tool bar. From Best Case Once a case is filed, the MyECFMail button is displayed in the ECF Manager or select Open Case Viewer from the Tools Menu. Print Activity for a Client: Easily print a list of Court s, proofs of claim and events for a client from the Case Viewer. Search Field: Quickly search by docket text, creditor name or event. Docket Report Tab: Summary View Get an overview of the with a quick look at the case number, name and docket text View Documents Open and review PDFs of your Free Looks. View Opens to display the text of the original . Proofs of Claim Tab: Displays all related proofs of claim for the case. Easily Identify the claim name, address and amount. Calendar Events Tab: Events are listed including location, date and time. With a click, export events to your calendar program. MyECfMail Case Viewer in Best Case: Click a tab to instantly view Docket Text including s and PDFs, proofs of claim and calendar events associated with a client file. 6 MyECFMail Quick Start Guide

7 Bankruptcy Events Never miss a Court deadline with the ECF Calendar. Events associated with ECF s are automatically calendared. Rules and alarms help remind you when an event is approaching. MyECFMail: ECF Calendar Multiple Calendar Views: Daily, Work Week, Full Week or Monthly Choose from All-User View or Single User: Display an individual user s calendar or view all accounts Calendar Population: ECF events are auto-populated into the built-in ECF Calendar based on the court docket text. Events can be automatically transferred to Outlook and Google or manually transferred to icalendar compatible software with the Calendar Export Wizard. Calendar Events that Auto-Populate Include: General Hearing Discharge Deadlines Proof of Claim Deadlines 341 Meeting Confirmation Hearing Continued Hearing Custom (create your own) Easily Identify Events: Color-coded to indicate specific events Alarms are automatically set to remind you of upcoming events. The ECF Calendar: Populated based on the docket text data included in ECF s. The data transferred includes Event Subject, Location, Start and End Time, Set Reminders, Description, Assignment and Label Best Case, LLC

8 Training Resources Get up and running quickly and easily. Call a representative or search the Help File and begin exploring MyECFMail in more detail today. Technical Support Online Training Contact Free Support Phone: help@bestcase.com Monday - Friday 8:00 am - 5:30 pm CT Get your questions answered by technical experts. These services are available during the 30-day trial or with an active MyECFMail maintenance package. Get complimentary access to: Web Tutorials Watch short, on-demand recordings that walk you through the basics of MyECFMail. Online Product Seminar Attend a live online event and delve into MyECFMail and discover tips and tricks for streamlining your ECF s including applying filters and saving your free looks. Help File Access the MyECFMail Help File Get context-sensitive help within MyECFMail. Click the Help button and access the capabilities to: Easily search for information based on a keyword Use the Index to identify MyECFMail topics 8 MyECFMail Quick Start Guide

9 Order Form for MyECFMail A Best Case Bankruptcy Add-on Tool EASILY MANAGE YOUR ECF COMMUNICATIONS MyECFMail is a powerful solution that automates the ECF process by downloading your Free Looks, posting important bankruptcy deadlines to the built-in ECF calendar and providing you with access to these ECF s and PDFs in Best Case Bankruptcy for improved case management. Flexible licensing options are available and your initial purchase includes the annual MyECFMail Maintenance Plan. MyECFMail licensing is separate from your Best Case license. To order, please call us at or complete the order form below and fax it to License Options Single-User License Includes one user account One installation on a single workstation or Single access over a Local Area Network One office location use on a laptop is not recommended unless that is your primary computer Multi-User License Includes three user accounts Installation on a Local Area Network Three users can simultaneously access the program One office location Additional simultaneous user licenses are available Multiple site licenses are available for additional office locations at a reduced price Pricing License Initial Cost Annual Maintenance Single-User $ $ Multi-User $ $ Additional Users $ $75.00 Annual Maintenance Plan The MyECFMail Annual Maintenance Plan provides: Access to incoming mail Software updates Your order is absolutely risk-free. If you re not 100% satisfied, simply contact us within 60 days of your purchase date for a complete refund. Toll-free technical support One year of maintenance is included with your initial purchase. LICENSE: COST: SALES TAX: Sales tax collected in Illinois: 9% TOTAL: NAME: FIRM: BEST CASE SERIAL # MAILING ADDRESS 1: MAILING ADDRESS 2: CITY: STATE: ZIP: CREDIT CARD # NAME ON CARD (PLEASE PRINT): SIGNATURE: EXP. DATE: MEMOF_2C_0614 Best Case PO Box 32 Evanston, Illinois