Filing Credit Counseling and Debtor Education Certificates

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1 Best Case Solutions P.O. Box 32 Evanston, IL Toll-free: Facsimile: Web: Filing Credit Counseling and Debtor Education Certificates Contents Introduction... 1 If you have a paper copy of the credit counseling certificate... 1 Scanning a Paper Certificate of Credit Counseling and Saving it to the ECF Manager... 1 Scanning and Attaching the CCC to Exhibit D... 2 If you receive a PDF copy of the credit counseling certificate via Saving the ed Credit Counseling Certificate to the ECF Manager... 3 Attaching the Scanned CCC.PDF to Exhibit D... 4 Filing Form Introduction OneTouch electronic filing uploads the certificate of credit counseling in all districts where it is required by the court. To upload the certificate with OneTouch, you will need to save a PDF copy of it to the ECF Manager, or attach it to Exhibit D depending on how the court wants the document filed. Form 23. Debtor's Certification of Completion of Instructional Course Concerning Personal Financial Management is always filed as a post-petition document. Like the Certificate of credit counseling, you will need to save a PDF copy of this form to the ECF Manager before you can file it electronically. If you have a paper copy of the credit counseling certificate Scanning a Paper Certificate of Credit Counseling and Saving it to the ECF Manager If you do not need to attach the Certificate of Credit Counseling to Exhibit D, use BestScan to scan it; convert it to a PDF file and save it to the ECF Manager. 1. Open the client file to the Forms and Schedules Menu, and then click the ECF Manager button at the bottom of the forms list. 2. Click the BestScan button on the right hand side of the ECF Manager window. Best Case Bankruptcy automatically finds your scanner and opens the BestScan window with the court-recommended settings selected. 3. Load the document into your scanner and click Scan. If this is a multi-page document, put the next page on the scanner and click Scan in the pop-up box that appears after you scan the first page. When you have scanned all of the pages, click Cancel to close the pop-up and return to the BestScan window where you can review your scanned image. When you click the SavePDF button, BestScan displays a list of every supplemental file OneTouch will upload in your district, and it names the PDF based on the file l 4. When you have reviewed the document, click the Save PDF button to create a PDF of your document.

2 5. Name your PDF File: When you click the Save PDF button, a Save PDF File window appears with a list of all of the supplemental documents that can be filed with OneTouch in your district. Select the CCC1.PDF Debtor Certificate of Credit Counseling option and then click Save PDF. Best Case generates the PDF file, names it CCC1.PDF and saves it to your client s ECF Manager. Note: If you file in a district where no supplemental documents are uploaded during OneTouch, or if the case has already been filed, you will be taken to a Save As window. Manually enter a name for your PDF file in the File name field and then click Save. The name of the electronic file you create is displayed in the ECF Manager. If you are taken to this window, OneTouch will not upload the scanned document. 6. If there is an additional certificate for the joint debtor, repeat steps 2-5, making sure to select the CCC2.PDF Joint Debtor Certificate of Credit Counseling option in step 5. Best Case will name the document CCC2.PDF. 7. If you will be including the certificate with the debtor s initial filing, your court may require you to attach the PDF(s) to the debtor's Exhibit D. If you do not need to attach the certificate to Exhibit D, stop here. Best Case will automatically upload CCC.PDF and CCC2.PDF during OneTouch. See Scanning Documents to the ECF Manager in the Best Case Help File for more information on using the BestScan interface. Scanning and Attaching the CCC to Exhibit D The Scanned Attachment feature makes it easy to scan the debtor s certificate of credit counseling and attach it directly to Exhibit D. 1. Select a form: Open the client file to the Forms and Schedules Menu, and highlight Exhibit D. Then click the Attach button at the bottom of the menu, or press [Alt]-[T]. 2. Add a Scanned Document: The attachments list appears. Click Insert and select Scan Attachment. 3. Best Case Bankruptcy automatically finds your scanner and opens the BestScan Scan to Attachment window, with the court recommended scanner settings selected. 4. Load the document into your scanner and click Scan. Multi-page Documents: If you are scanning a document that has more than one page and you are using a manually fed scanner, be sure to set the scanner Feed to Scan Multiple Pages from Platen on the left side of the BestScan screen. You will then be given an option to continue scanning or to cancel and save after you scan each page in the document. (See the Advanced Settings and Features in BestScan topic in your help file for more information.) 5. When you finish scanning your document, a preview of the scanned file appears in the BestScan window for you to review. Click the Save button to accept the scan. (Note the BestScan preview screen gives you some options for editing the scanned image. See the Advanced Settings and Features in BestScan help topic for more information.) 6. The Add Attachment Screen appears: By default Best Case attaches the scan to Exhibit D, prints it after the original form, and assigns the document a name based on the number of other attachments to the form (e.g. Attachment A for the first attachment, Attachment B for the second attachment, etc ). The Add Attachment window gives you the option to change any of these default settings. a. Name: To change the name of the attachment, simply delete the existing name and type the new one.

3 b. Attached to Form: If you want to change the form that the scan is attached to, click the Attached To button and select the appropriate form from the drop-down list that appears. c. When does this document print? If you want to print the attachment before the form, replace the original form with the attachment or omit the attachment when printing, click the corresponding radio option. (Note: When creating an attachment, you generally would not want to use the Replaces Form choice, as this replaces the original form with the attachment causing the original form not to print.) 7. Click OK to save the attachment and return to the attachments list screen. The scanned document is now permanently part of your client s file. Anytime you print the original form or convert it to PDF format, the scanned document will be included as part of the form. 8. Click Close to return to the Forms and Schedules Menu, or click Insert to add another attachment. If you receive a PDF copy of the credit counseling certificate via Saving the ed Credit Counseling Certificate to the ECF Manager If you order the debtor s credit counseling from CIN Legal, when the debtor has completed the counseling, CIN Legal will send you an with the Certificate of Credit Counseling attached to it in PDF format. Once you have received the from CIN Legal, or any other company which s you a PDF of the certificate, here is what you need to do to save the PDF file to Best Case for electronic filing: 1. Open the which contains the PDF and right click on the link to the attachment. Then choose Save As in the pop-up menu that appears. By Default the clients ECF Manager folder is located in C:\ECF\{Client Name} 2. In the Save As window that opens, click the drop-down arrow to the right of the Save In box at the top of the screen. Select the C: drive. 3. Double Click on the ECF Folder in the main portion of the window and then again on the folder with your clients last name.

4 Saving the Certificate of Credit Counseling to the ECF Manager Note: By default Best Case creates the clients ECF Manager folder in C:/ECF/{Client Name}. If you are unsure of where your ECF directory is located, Best Case displays the file path for each clients ECF Manager folder at the top of the ECF Manager. Best Case displays the ECF Manager Folder path at the top of the client s ECF Manager Screen. 4. In the box labeled File name, make sure the file is called CCC.PDF. 5. Click the Save button. 6. If there is a separate certificate for the joint debtor, return to the and right click on the attachment with the joint debtor s certificate. Then follow steps 2-4, making sure to name the second file CCC2.PDF. 7. If you will be including the certificate with the debtor s initial filing, you court may require you to attach the PDF(s) to the debtor's Exhibit D. If you do not need to attach the certificate to Exhibit D, stop here. Best Case will automatically upload CCC.PDF, and CCC2.PDF if applicable, during OneTouch. Attaching the Scanned CCC.PDF to Exhibit D 1. Select a form: You first need to select your main document. From the Forms and Schedules Menu, highlight Exhibit D, then click the Attach button at the bottom of the window, or press [Alt]-[T]. 2. Add a PDF File: The attachments list screen appears. Click Insert and select Existing PDF File to add a new PDF file. 3. A window appears asking you to select a PDF file from your hard drive or network. If you used BestScan to scan the debtor s pay stubs you will need to browse to your clients ECF Manager to find CCC.PDF. To do so: a. Click the drop-down arrow to the right of the Look in box at the top of the Select PDF files to Attach window. Select the C: drive. b. Double click on the ECF folder in the main portion of the window and then again on the folder with your client s last name. 4. Double-click on the CCC.PDF file, or highlight it and click Open.

5 5. The Add Attachment Screen Opens. By default, Best Case attaches the PDF file to Exhibit D, prints it after the original form, and assigns the document a name based on file path based on the file name of the PDF and the directory it is saved in. The Add Attachment window gives you the option to change any of these default settings. a. Name: To change the name of the attachment, simply delete the existing name and type the new one. b. Attached to Form: If you want to change the form that the scan is attached to, click the Attached To button and select the appropriate form from the drop-down list that appears. c. When does this document print? If you want to print the attachment before the form, replace the original form with the attachment or omit the attachment when printing, click the corresponding radio option. (Note: When creating an attachment, you generally would not want to use the Replaces Form choice, as this replaces the original form with the attachment causing the original form not to print.) 6. When does this document print? If you want to print the attachment before the form, replace the original form with the attachment or omit the attachment when printing, click the corresponding radio option. (Note: When creating an attachment, you generally would not want to use the Replaces Form choice, as this replaces the original form with the attachment causing the original form not to print.) (See Adding a PDF Attachment in the help file for a complete description of the options available here) 7. The PDF file will now appear in the attachments list screen. Click Close to exit the list of attachments. When you return to the Forms and Schedules Menu, you ll notice that a paperclip appears on top of the form icon next to your document, indicating that there is an attachment. 8. If this is a joint filing, and you need to attach the joint debtor s Certificate of Credit Counseling to Exhibit D, follow steps 1-6 above using the Exhibit D (Joint Debtor) form and attaching the CCC2.PDF file. Filing Form 23 Form 23. Debtor's Certification of Completion of Instructional Course Concerning Personal Financial Management is always filed as a post-petition document. To create and file Form 23 with Best Case: 1. In the main list of forms and schedules for the client open the Supplemental Forms Folder, and then double click on Form Fill in the date the personal financial management course was completed, the name of the course provider and the certificate number. 3. Click OK to close the data entry screen and return to the Forms and Schedules Menu. 4. Click the ECF button in the toolbar to open the ECF Wizard. 5. For the filing type, select Motion or Supplemental Document, and then click Next. 6. Select Form 23 from the list of forms and Schedules. Then click Next.

6 7. Make a note of the name of the PDF file you are creating, and change the date on the signature lines if necessary, and then click the Prepare Filing button. 8. In the ECF Manager, you can double click on the PDF file to preview it before you file it. When you are ready to file the document, click the ECF Express button to open your court s website. 9. Navigate to the appropriate menu option and upload the form. (See the ECF Express help topic for more information on filing post-petition documents.) NOTE: If you have ordered debtor education through CIN Legal, you ll get an when the debtor has successfully completed the course which has a PDF of Form 23 attached. Instead of creating Form 23 in Best Case, you can save the PDF to your ECF Manager using the instructions for saving a PDF of the Certificate of Credit Counseling to your ECF Manager, as detailed at the top of this page. Make sure to name the file Form23.PDF. Then use our ECF Express feature to upload the PDF to the court s site.