State of Florida eportal. Law Firm Administrator Documentation
|
|
- Frank Sparks
- 2 years ago
- Views:
Transcription
1 State of Florida eportal Law Firm Administrator Documentation Prepared by: Florida Association of Court Clerks 6/6/2011
2 Table of Contents State of Florida eportal... 1 Introduction... 3 Logging in to the eportal... 3 Law Firms Administrator... 4 Account... 4 My Profile... 4 Changing your Password... 5 Edit Organization... 6 Manage Users... 7 Unaffilliated Users Filings Options My Filings Organization Filings Existing Case: Adding / Editing Party Information Adding Documents New Case Adding Case Information Adding / Editing Party Information Adding Documents Payment Confirmations Clerk Review Simple E-File Notifications Open Multiple eportal Sessions Frequently Asked Questions Law Firm Administrator June 2011 Page 2
3 STATE OF FLORIDA EPORTAL LAW FIRM ADMINISTRATOR DOCUMENTATION Introduction The purpose of this document is to provide you, the Administrator, with information necessary to manage your firm s user access. The Law Firm Administrator security allows the user to update the firm s account, reset firm s user password, inactivate attorney accounts and add additional attorney accounts to the firm. A law firm should consider having more than one administrator to cover leave time, self audit and manage workload. As with documentation for any new system being deployed, this document will be revised as necessary to reflect modifications and enhancements to the eportal. Logging in to the eportal Administrators can access the eportal s log-in page, by typing the following URL into their web browser: Administrators do not register on the web site. Their initial profiles are created by FACC. The new administrator must enter their User Name and Password and change their password on initial entry. Law Firm Administrator June 2011 Page 3
4 Law Firms Administrator When the administrator logs into the eportal they are presented with the My Filings screen. Two menu options are listed just above the My Filings section: Account Filing Options Account The initial page displays the options available to the administrator: Account, Security, Administration and Filings. Selecting the Account option provides the user with three submenu options: My Profile, Change Password and Logout. My Profile In User Details, under My Profile, users can update all information except User Name, Status, Role and Organization. Click Save to save any changes. Law Firm Administrator June 2011 Page 4
5 The profile allows for three addresses. The primary address is required. Additional addresses may be other accounts for the user or the account of the user s backup or supervisor. notifications will be sent all addresses listed. Changing your Password The Change Password menu option provides users with the ability to manage / change their password. Law Firm Administrator June 2011 Page 5
6 New passwords must meet the password criteria that are defined immediately below the New Password box. Edit Organization This option provides the administrator with the functionality to change the Law Firm s address, addresses and phone number. Law Firm Administrator June 2011 Page 6
7 Manage Users This option allows the administrator to view list of users for the law firm, add users, edit users, reset passwords, and disable the user account. Add The Add option allows the administrator to establish new user accounts for the law firm. New attorney accounts or administrator accounts can be created by the law firm administrator. Administrator must complete all required fields. The user receives an activation at the address entered as Primary . Law Firm Administrator June 2011 Page 7
8 When the new user received the and selects to activate the account they will receive an account activation screen to allow them to complete the security requirements for the account. Once the required fields are completed and the new user clicks Activate they can log into the eportal. Law Firm Administrator June 2011 Page 8
9 Edit This option allows the administrator to update a user s account. Updates are allowed to the user name, address, address and phone number. The account can also be set to act as an administrator or this functionality can be removed from a user by checking or unchecking the Can act as administrator? Checkbox. Reset Password This option allows the administrator to reset passwords for the firm s user. The administrator only option is to assign a temporary password. The user will be required to enter a new password when they log into the eportal. The administrator cannot see the current password on an account. Law Firm Administrator June 2011 Page 9
10 Disable This option allows the administrator to disable or disassociate the user account. Disable User Sets the user account to inactive. To reactivate the account call FACC Support Services Disassociate User form Organization Removes the user from the law firm. Unaffilliated Users This option allows the firm administrator to attach users to their organization. An Unaffiliated user is one who has registered online and the organization affiliation has not been established. For instance, if a lawyer registered online and now belongs to this organization (law firm) then the local administrator can search for the user name and affiliate them with the organization. The initial screen presented to the administrator when selecting this option is a search screen. Enter the name of the user and click on Search. A list of unaffiliated users matching the entered search criteria are returned and presented. Locate the user to be added to the law firm. There are two choices for adding the user. They may be added and just a filer by clicking on Add link. Or they may be added as an administrator for the law firm by clicking on the Add as administrator link. Law Firm Administrator June 2011 Page 10
11 Filings Options The Filings option provides the administrator with the following options: My Filings - The filings submitted by the administrator Organization Filings The filings submitted by users for the organization Existing Case Initiate the filing for an existing case New Case Initiate the filing for a new case Simple E-File Initiate a simple e-filing Log List of s sent by the portal or received via the portal for the administrator Law Firm Administrator June 2011 Page 11
12 My Filings The My Filings option allows filers to view a list of filings they have entered using the eportal. This page allows the filer to view the status of the filing and create a list for a date range. The following is a summary of the information that is contained within the My Filings screen: Filing #: The portal assigned reference number for your filing. Case #: The Case Number assigned to the filing. When the filer submits a new case this column will read NEW CASE until the case number is assigned by the clerk; once the Clerk assigns a Case Number it will display. Status: The status will reflect one of the following: Pending Review, Being Reviewed, Filed, or Rejected. County: The name of the county the case is filed in. Division: The court division the case is filed in. Submission Date: Date the filer submitted the filing on the portal. Completion Date: Date the filing was processed by the Clerk s office. Note: To expand each filing for more details, click the box to the left of each filing. The My Filings list defaults to filings within the current week. The filer may expand or narrow the list by using the From and To' dates. These date ranges will be utilized to run a report of all filings for the specified date range. Then click Refresh to generate the list for the new date range selected. Organization Filings The Organization Filings option allows filer to view a list of filings entered by the law firm using the eportal. This page allows the filer to view the status of the filing and create a list for a date range. The following is a summary of the information that is contained within the My Filings screen: Filing #: The portal assigned reference number for your filing. Law Firm Administrator June 2011 Page 12
13 Case #: The Case Number assigned to the filing. When the filer submits a new case this column will read NEW CASE until the case number is assigned by the clerk; once the Clerk assigns a Case Number it will display. Status: The status will reflect one of the following: Pending Review, Being Reviewed, Filed, or Rejected. County: The name of the county the case is filed in. Division: The court division the case is filed in. Submission Date: Date the filer submitted the filing on the portal. Completion Date: Date the filing was processed by the Clerk s office. Note: To expand each filing for more details, click the box to the right of each filing. The Organization Filings list defaults to filings within the current week. The filer may expand or narrow the list by using the From and To' dates. These date ranges will be utilized to run a report of all filings for the specified date range. Then click Refresh to generate the list for the new date range selected. Existing Case: Selecting Existing Case from the Filing Options allows the filer to file subsequent filings into an existing case. Law Firm Administrator June 2011 Page 13
14 To File Subsequent Document(s) into an existing case, the filer must know the case number. Select the Court type, County and Division from the dropdown list provided. (Items are added to the dropdown when it becomes available for e-filing. If the dropdown does not contain the court type, county or division for your filing, e-filing is not available.) Enter the case number and tab. The eportal will search for the case record. If the county s case management system is not linked to the eportal the search for case information will not be initiated and no case information will be displayed to the filer. If the case record is located the Case Type and Title are displayed. Please verify that you have the case for your filing before proceeding. If the case record is not located a message will be presented. Please verify your case number entry. o If entered incorrectly click the Cancel button on the message to reenter the case number. o If entered correctly click the OK button on the message to continue processing. If the case privacy is confidential or higher, case information will not be returned from CCIS and may not be returned from the county case management system. Note: Items in the drop down lists are dependent on what is available on the eportal and by the county. Initially the Type of Court dropdown contains only Trial court. As e-filing continues other court types will be added to the court types allowing e-filing. As a county begins participation in e-filing they will be added to the County Law Firm Administrator June 2011 Page 14
15 dropdown. If the county is not displayed in the dropdown they are not currently participating in e-filing. Each County determines the Divisions participating in e-filing. Not all divisions in a county may initially participate in e- filing. As a county brings up a new division it will be listed in the dropdown for the county. Note: Emergency Filing flag Each county may handle emergency filing differently. Please contact the county for information regarding the emergency filing processing procedure. Complete all required fields and click Next. The filer may move through the process by clicking on the Next button when each screen is complete or by clicking on the tabs (Case Information, Parties, Documents, Payments, Review And Submit. Adding / Editing Party Information Select Current Parties or under the New Parties section click Add Party to add a new party. When adding a party you have 3 options: 1. Copy your account information into the party fields by pressing on the Copy from Current Filer option. 2. Search registered users and copy their information into the party fields by pressing on the Search Registered Filers option 3. Enter party information directly into the fields available. Law Firm Administrator June 2011 Page 15
16 In some cases the party may need to be served with documents. Service Options are provided to identify the type of service to be used to serve the documents. If electronic is chosen then an is sent to the party address with documents attached when the filing is submitted. Click the Save button when entries are complete. The pre-existing parties and the new parties will be displayed. In the listing of the new party records the filer has the option to Edit or Remove a party they have entered on the case. Parties previously existing on the case cannot be edited or removed. Clicking Add Party again allows the filer to add another party to the case. Law Firm Administrator June 2011 Page 16
17 When the filer has completed adding or editing all necessary party information, click the Next button. Adding Documents The filer is directed to the documents screen. Click Add Document to add a document to the case.. Note: On existing cases, there may or may not be a file, based on the type of document and the codes the clerk has set up. Select the Document Group, Document Type, # Pages and select the document. To select a document click Browse, select the document and attach document. Click Save. Document Group and Document Type dropdown lists are established by the county staff. If the document group or type is not listed, contact the county office. The document displays in the list. Law Firm Administrator June 2011 Page 17
18 The document screen also allows the filer to Edit or Remove a document. Clicking Add Document again allows the filer to add another document to the case. When the filer has completed adding or editing all necessary document information, click the Next button. Note: There is no additional payment required. Review and Submit Review all information carefully, clicking Submit is FINAL. If there are any edits or changes that need to be made, filer must click back to the Case Information, Parties, Documents, and/or Payments tab(s) to make the changes and re-save the information. Once any edits to information have been made, Click Submit. Law Firm Administrator June 2011 Page 18
19 User receives a Filing Received Confirmation upon successful filing. Law Firm Administrator June 2011 Page 19
20 New Case Choose the New Case Link when filing a new case. The filer will be taken to the case information screen. Adding Case Information efilers can enter new case information. When the case information is reviewed by the county staff a case number will be assigned. The efiler will receive a confirmation regarding the filing and the new case number will be recorded in the . Once the case number is assigned the My Filing list will be populated with the case number in place of the new case text. From the available drop down menus select the following: Type of Court County Division Case Type Sub Type Note: Items in the drop down lists are dependent on what is available on the eportal and by the county. Initially the Type of Court dropdown contains only Trial court. As e-filing continues other court types will be added to the court types allowing e-filing. As a county begins participation in e-filing they will be added to the County dropdown. If the county is not displayed in the dropdown they are not currently participating in e-filing. Each County determines the Divisions participating in e-filing. Not all divisions in a county may initially participate in e- filing. As a county brings up a new division it will be listed in the dropdown for the county. Law Firm Administrator June 2011 Page 20
21 The filing fee amount(s) automatically calculate based on the selections made by the filer. When complete, click on the Next button. The filer may move though the process by clicking on the Next button when each screen is complete or by clicking on the tabs (Case Information, Parties, Documents, Payments, Review And Submit. Note: Emergency Filing flag Each county may handle emergency filing differently. Please contact the county for information regarding the emergency filing processing procedure. Adding / Editing Party Information The filer is directed to the parties screen. Click Add Party to add a party to the case. Law Firm Administrator June 2011 Page 21
22 Select Role and select either Primary Party or Filed On Behalf of. Complete all required fields. Click Save. Role Description of party s involvement in the case (defendant, petitioner, etc.) Primary Party Party with direct connection to the case. Filed On Behalf of Identifies the party that would be credited with the payment of the submitted fee. Party must be identified whenever fees are collected. When adding a party you have 3 options: 1. Copy your account information into the party fields by pressing on the Copy from Current Filer option. 2. Search registered users and copy their information into the party fields by pressing on the Search Registered Filers option 3. Enter party information directly into the fields available. In some cases the party may need to be served with documents. Service Options are provided to identify the type of service to be used to serve the documents. If electronic is chosen then an is sent to the party address with documents attached when the filing is submitted. Law Firm Administrator June 2011 Page 22
23 The party screen refreshes and the party that was just added will be displayed in the list. Law Firm Administrator June 2011 Page 23
24 The party screen also allows the filer to Edit or Remove a party on a case. Clicking Add Party again allows the filer to add another party to the case. When the filer has completed adding or editing all necessary party information, click the Next button. Adding Documents The filer is directed to the documents screen. Click Add Document to add a document to the case. Select the Document Group, Document Type, # Pages and select the document. To select a document click Browse, select the document and attach document. Click Save. The document will display in the list. Law Firm Administrator June 2011 Page 24
25 The document screen also allows the filer to Edit or Remove a document. Clicking Add Document again allows the filer to add another document to the case. When the filer has completed adding or editing all necessary document information, click the Next button. Payment The filer is directed to the payment screen. There are three payment options: credit card, check or fee waiver. Enter only one form of payment. Law Firm Administrator June 2011 Page 25
26 A breakdown of the filing fees are listed in the Fee Information portion of the screen. The filer may elect to use a credit card or e-check. Only one payment method is allowed. Once a user enters their payment information, the payment information is stored for future use. The filer may request a Waiver of the fees by completing the bottom portion of the screen. Note: An explanation of how the convenience fee is calculated is stated in red text below the fee total. When the filer has completed adding all necessary payment information, click the Next button. Law Firm Administrator June 2011 Page 26
27 When the user clicks on the Submit button on the Review And Submit screen the credit card or check routing information are verified with the appropriate institution. Successful verification will place a hold on the funds until the clerk reviews and accepts the filing. Review and Submit all information carefully, clicking Submit is FINAL. If there are any edits or changes that need to be made, filer must click back to the Case Information, Parties, Documents, and/or Payments tab(s) to make the changes and re-save the information. Once any edits to information have been made, Click Submit. If the filer has failed to enter required information they will receive a pop up message providing information on what is missing. The filing is not submitted if required data is not entered. The filer will receive a Filing Received Confirmation upon successful filing. Law Firm Administrator June 2011 Page 27
28 Confirmations In total, the filer receives three (3) Confirmations during the filing process: 1. The Filing Received Confirmation screen: Immediately upon submitting the filing the filer will receive a confirmation notice. This notice provides the filing reference number. This number is needed if the filer contacts the county regarding the filing prior to a case number being assigned to the filing. 2. An The filer receives an regarding the filing in their client account based on the addresses in their profile. This is also in the Log / Notifications in the eportal. 3. The document displays in My Filings (notice there is no Completion Date at this time.) Law Firm Administrator June 2011 Page 28
29 When the filer returns to the My Filings listing the new filing is displayed in the list. Clerk Review After the Clerk completes the review of the filing, the user receives another verifying that the filing was processed successfully. The document now appears in My Filings with the Completion Date populated. Law Firm Administrator June 2011 Page 29
30 Simple E-File: Selecting Simple E-File from the Filing Options allows the user to file documents with the court. Select Type of Court, County and Division from the drop downs. Check the New Case box if the filing is to be used to generate a new case. If this filing is to be applied to an existing case enter the case number. Click on the Browse button to locate and select your document for filing. Once the document is selected click on Add file to add the document to the filing Law Firm Administrator June 2011 Page 30
31 Note: Items in the drop down lists are dependent on what is available on the eportal and by the county. Initially the Type of Court dropdown contains only Trial court. As e-filing continues other court types will be added to the court types allowing e-filing. As a county begins participation in e-filing they will be added to the County dropdown. If the county is not displayed in the dropdown they are not currently participating in e-filing. Each County determines the Divisions participating in e-filing. Not all divisions in a county may initially participate in e- filing. As a county brings up a new division it will be listed in the dropdown for the county. Note: Emergency Filing flag Each county may handle emergency filing differently. Please contact the county for information regarding the emergency filing processing procedure. Click on Browse and select the file to be submitted. When the file name is displayed click on Add File to add the file to the Simple E-File. Law Firm Administrator June 2011 Page 31
32 The document added will be displayed in the listing below the Browse button. The filer may remove the document from the list by clicking on the X Remove option next to the document path and name. Click on Submit when all documents for this case have been selected. Once submitted, the user will receive the confirmation notice. Notifications The Notifications link opens the Log which stores a record of all the filer s s sorted in date order. This functionality allows filers to be able to view all their s generated by the portal without requiring the filer to access an client. Notifications sent by eportal include: Initial notification of registration Notification to Activate your account Notification of password change Notification of document rejection (initiated by the filing county) Notification of processed filing Note: If a filer deletes an from their client, the still remains in this Log. Law Firm Administrator June 2011 Page 32
33 Open Multiple eportal Sessions When opening multiple sessions of the eportal do not open them in tabs in the same Internet Browser session. Instead open a new Internet Browser Session. In the open browser window Click on File Click on New Session Law Firm Administrator June 2011 Page 33
34 Frequently Asked Questions 1. Why does my county not show in the dropdown list for filing? As a county begins participation in e-filing they will be added to the County dropdown. If the county is not displayed in the dropdown they are not currently participating in e-filing. Each County determines the Divisions participating in e-filing. Not all divisions in a county may initially participate in e-filing. As a county brings up a new division it will be listed in the dropdown for the county. 2. Why does my filing division for the county not show in the dropdown list for filing? Each County determines the Divisions participating in e-filing. Not all divisions in a county may initially participate in e-filing. As a county brings up a new division it will be listed in the dropdown for the county. 3. Why does my document type not show in the dropdown list for filing? Each County determines the documents they will accept via e-filing. As a county accepts a new document type it will be listed in the dropdown for the county. Contact the county in which you are filing regarding your document type. 4. Why is the existing case information not displaying? I have verified the case number. Existing case information is displayed if the county s case management system is linked to the eportal for case retrieval. Not all counties have or will initiate this link. If the link is not active the existing case information will not be displayed. Case information on a case having the privacy level of Confidential or higher will not be retrieved from CCIS and may not be retrieved from the county case management system. 5. Describe if and how electronic signatures will be utilized. The eportal system operates in accordance with the Supreme Courts Administrative Order (AO09-30) for the use of /s in lieu of electronic signatures. A pleading or other document is not required to bear the electronic image of the handwritten signature or an encrypted signature of the attorney, but may be signed in the following manner when electronically filed through an attorney s login and password: s/ John Doe John Doe ( address) Bar Number Attorney for (Plaintiff/Defendant) XYZ Company ABC Law Firm 123 South Street Law Firm Administrator June 2011 Page 34
35 Orlando, FL Telephone: (407) I received an that my registration was pending approval. Who can assist me in getting my account activated? Contact - an administrator can activate an eportal registration. 7. I received an that my filing was rejected. Who can assist me? Filing rejection s are sent out by the county to which the filing was submitted. Contact the county clerk s office for more information regarding your filing. Law Firm Administrator June 2011 Page 35
Florida Courts E-Filing Portal. E-Filer Manual
Prepared by: Florida Court Clerks & Comptrollers 4/24/2015 Table of Contents Introduction... 4 Video Tutorials... 4 E-Filing Videos... 4 Attorney E-Filing Instructional Videos... 4 Suggested E-Filing How-To
VIRGINIA JUDICIARY E-FILING SYSTEM USER S GUIDE TABLE OF CONTENTS CHAPTER 1 - OVERVIEW I. GETTING HELP II. VJEFS USER FUNCTIONS...
TABLE OF CONTENTS PAGE i CHAPTER 1 - OVERVIEW... 1-1 I. GETTING HELP... 1-1 II. VJEFS USER FUNCTIONS... 1-1 A. Administrators... 1-1 B. Attorneys and Staff... 1-1 CHAPTER 2 - REGISTRATION FOR VJEFS...
TriCore Secure Web Email Gateway User Guide 1
TriCore Secure Web Email Gateway User Guide This document provides information about TriCore Secure Web Email Gateway. This document is for users who are authorized to send and receive encrypted email
Florida Courts E-Filing Portal. E-service User Guide
Table of Contents Overview... 3 E-service Features... 3 Pre-Populated E-service Lists... 3 Incorporating E-service to the Filing Process... 3 Screen Location for Service List... 4 E-File Service List Page...
How To efile Criminal Pleadings/Documents:
How To efile Criminal Pleadings/Documents: Log onto the eportal at www.myflcourtaccess.com o If you do not have an account, please click the register now link o Choose the applicable filer role that relates
Cahaba Government Benefit Administrators InSite Quick Steps
Cahaba Government Benefit Administrators InSite Quick Steps Table of Contents Table of Contents... 1 Creating A User Account... 3 Logging In... 3 Retrieving Your User ID... 4 Resetting Your Password...
PaymentNet Federal Card Solutions Cardholder FAQs
PaymentNet Federal Card Solutions It s easy to find the answers to your questions about PaymentNet! June 2014 Frequently Asked Questions First Time Login How do I obtain my login information?... 2 How
ACT State Testing Online Services Tutorial
ACT State Testing Online Services Tutorial Back-up Test Supervisor Version Released July, 2009 2009 by ACT, Inc., All rights reserved. Back-up Test Supervisor Online Profile Form Introduction The Back-up
Terminal Four. Content Management System. Moderator Access
Terminal Four Content Management System Moderator Access Terminal Four is a content management system that will easily allow users to manage their college web pages at anytime, anywhere. The system is
Odyssey File & Serve. User Guide Release 3.12
Odyssey File & Serve User Guide Release 3.12 OFS-FS-200-3420 v.2 October 2015 COPYRIGHT AND CONFIDENTIALITY Copyright 2015 Tyler Technologies, Inc. All rights reserved. Use of these materials is governed
Vendor Portal User Guide
State of Illinois Illinois Department of Transportation Vendor Portal User Guide Version 2.1 November 2015 0137-16, 11/15, web Item Document Title File Name Disposition Author Document Description Description
J E F I S THE NJ JEFIS SERVICES APPLICATION FOR DC CASES
New Jersey Judiciary Administrative Office of the Courts Automated Trial Court Systems Unit JUDICIARY ELECTRONIC FILING IMAGING SYSTEM J E F I S THE NJ JEFIS SERVICES APPLICATION FOR DC CASES July 2010
WebInvoicing User Guide
WebInvoicing User Guide 042213 2013 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,
Quick Step Guide for Internal Applicants
Quick Step Guide for Internal Applicants Logging Into PeopleSoft/Search the Job Bank 1 Double click the Internet Explorer icon on the desktop to open the Internet. 2 When the Internet window opens, click
Court of Appeals of Georgia EFAST Registration and E-Filing Instructions Updated January 27, 2015
Court of Appeals of Georgia EFAST Registration and E-Filing Instructions Updated January 27, 2015 The EFAST web site is http://efast.gaappeals.us When using this application, please do not use the browser
U.S. Bank Secure Mail
U.S. Bank Secure Mail @ Table of Contents Getting Started 3 Logging into Secure Mail 5 Opening Your Messages 7 Replying to a Message 8 Composing a New Message 8 1750-All Introduction: The use of email
NEW YORK STATE COURTS ELECTRONIC FILING SYSTEM
NEW YORK STATE COURTS ELECTRONIC FILING SYSTEM USER S MANUAL FOR SURROGATE S COURT ELECTRONIC FILING RESOURCE CENTER 646-386-3033 efile@courts.state.ny.us Jeffrey Carucci Statewide Coordinator for Electronic
Version 3.1, January Sanofi ecrf, V4.6 Quick Reference Guide for Site User
Sanofi ecrf, V4.6 Quick Reference Guide for Site User Sanofi ecrf, V 4.6 - Quick Reference Guide for Site User I- Connect/Disconnect to RDC Onsite system Login p3 Logout p6 II- RDC Onsite overview RDC
PELICAN Child Care Provider Online Services Reference Guide. Child Care Provider Online Services Reference Guide. Page 1 of 11
Child Care Provider Online Services Reference Guide Page 1 of 11 PELICAN Child Care Provider Online Services Use it TODAY! You now have access to a variety of Child Care Provider Services at your fingertips.
User Manual For. I2File.net. April 22, 2016 Version 5.0
User Manual For I2File.net April 22, 2016 Version 5.0 2 TABLE OF CONTENTS 1 INTRODUCTION................................................ 3 2 ATTORNEY REGISTRATION......................................
External End User Training Guide: Secure Email Extract
External End User Training Guide: Secure Email Extract Version 6 August 12, 2013 Prepared by 7/29/2013: Kris Chromey, Training Coordinator Michelle Tuscher, Vault Implementation Coordinator Edited for
Table of Contents INTRODUCTION... 3 HOME PAGE Announcements Personalize & Change Password Reminders SERVICE CATALOG...
Table of Contents INTRODUCTION... 3 HOME PAGE... 4 Announcements... 8 Personalize & Change Password... 9 Reminders... 11 SERVICE CATALOG... 14 Searching for Service(s)... 14 Creating a Service Request...
Getting Started: Security Administrator's Quick Reference Guide
Getting Started: Security Administrator's Quick Reference Guide Table Of Contents What is a Security Administrator?... 1 Managing Users... 1 Invite User to Register for Access to the Portal... 3 Approve
ACHieve Access 4.3 User Guide for Corporate Customers
ACHieve Access 4.3 User Guide for Corporate Customers January 2015 Citizens Bank 1 February 2015 Table of Contents SECTION 1: OVERVIEW... 4 Chapter 1: Introduction... 5 How to Use This Manual... 5 Overview
Secure Email Actions for Email Recipients
Secure Email Actions for Email Recipients Actions for Email Recipients The recipient cannot forward encrypted email outside the secure system. Each email will only be available to the recipient for 30
NEW USER REGISTRATION AND EMAIL VERIFICATION
NEW USER REGISTRATION AND EMAIL VERIFICATION The Children s Treatment (CT) or Residential Treatment (RT) organization must have an assigned Departmental Vendor Number (DVN), a PIN number issued to the
Baylor Secure Messaging. For Non-Baylor Users
Baylor Secure Messaging For Non-Baylor Users TABLE OF CONTENTS SECTION ONE: GETTING STARTED...4 Receiving a Secure Message for the First Time...4 Password Configuration...5 Logging into Baylor Secure Messaging...7
BulkSMS Text Messenger Product Manual
BulkSMS Text Messenger Product Manual 1. Installing the software 1.1. Download the BulkSMS Text Messenger Go to www.bulksms.com and choose your country. process. Click on products on the top menu and select
Campus Solutions Self Service: Student Quick Reference Guide
Campus Solutions Self Service: Student Table of Contents Introduction to Step Sheets... 4 Getting Started in CUNYfirst... 5 Activate My CUNYfirst Account... 6 Log into My CUNYfirst Account... 10 Sign Out
ACH Quick Access Guide
ACH Quick Access Guide If you have already successfully logged into the NEW Online Banking site you may skip the following steps and simply log into Online Banking and follow the instructions starting
DarwiNet Client Level
DarwiNet Client Level Table Of Contents Welcome to the Help area for your online payroll system.... 1 Getting Started... 3 Welcome to the Help area for your online payroll system.... 3 Logging In... 4
Frequently Asked Questions
Frequently Asked Questions Administrator Functions How do I add a new employee to my organization? As an administrator, select Add User from the drop down option under the Administrator tab. If the new
Table of Contents. Teacher User Guide
Table of Contents Teacher User Guide Welcome to ODYSSEYWARE Teacher... 3 Help... 3 Feedback... 4 Home... 5 My Preferences... 6 Assignment Alerts Tab... 8 Roles and Functions of the Teacher... 10 Students...
Personal Health Record
RESOURCE AND PATIENT MANAGEMENT SYSTEM Personal Health Record (BPHR) Personal Health Record Web Portal Administrator Manual Version 2.0 Office of Information Technology (OIT) Division of Information Resource
Wealth and Investment Management Intermediaries. Online Banking. Bulk Payments User guide
Wealth and Investment Management Intermediaries Online Banking Bulk Payments User guide Contents Contents 1. Introduction 3 2. Log in steps 4 3. Make BACS payments 5 3.1 Select BACS from account 6 3.2
efiletexas.gov Court Administrator User Guide
efiletexas.gov Court Administrator User Guide EFS-TX-200-3191 v.4 February 2014 Copyright and Confidentiality Copyright 2014 Tyler Technologies, Inc. All rights reserved. All documentation, source programs,
Electronic Filing Frequently Asked Questions
Electronic Filing Frequently Asked Questions Summit County Clerk of Courts Have a question about the Summit County Clerk of Courts Electronic Filing website? Just find the section below that corresponds
How Board Members and State Employees Utilize the Security Portal to Access PDMP. July 30, 2014 Version 2 Software Release Version 3.4.
How Board Members and State Employees Utilize the Security Portal to Access PDMP July 30, 2014 Version 2 Software Release Version 3.4.11 Table of Contents How to Access PDMP via the ADPH Security Portal...
Table of Contents 1. Contents...1
Table of Contents 1. Contents...1 1.1 Introduction/Getting Started...1 1.1.1 Creating an Account...1 1.1.2 Logging In...2 1.1.3 Forgotten Password...2 1.1.4 Creating a New Project...3 1.2 My Projects...3
Stewart Secure Email User Guide. March 13, 2015
Stewart Secure Email User Guide March 13, 2015 Table of Contents Introduction... 1 What is secure email?... 1 Why secure email?... 1 What is personal, non-public information?... 1 How is my data protected?...
Council of Ontario Universities. COFO Online Reporting System. User Manual
Council of Ontario Universities COFO Online Reporting System User Manual Updated September 2014 Page 1 Updated September 2014 Page 2 Table of Contents 1. Security... 5 Security Roles Defined in the Application...
1Direct Member Manual BASIC Benefits Card
1Direct Member Manual BASIC Benefits Card A Guide to Accessing your HRA/FSA/Parking & Transit Benefits Online https://hrbenefitsdirect.com/basic 888-472-0777 hra@basiconline.com About 1Direct Employee
New Jersey Judiciary. Administrative Office of the Courts. Automated Trial Court Systems Unit JUDICIARY ELECTRONIC FILING IMAGING SYSTEM J E F I S
New Jersey Judiciary Administrative Office of the Courts Automated Trial Court Systems Unit JUDICIARY ELECTRONIC FILING IMAGING SYSTEM J E F I S ATTORNEY MANUAL E-FILING DC DOCUMENTS USING THE JEFIS ATTORNEY
USERS MANUAL FOR OWL A DOCUMENT REPOSITORY SYSTEM
USERS MANUAL FOR OWL A DOCUMENT REPOSITORY SYSTEM User Manual Table of Contents Introducing OWL...3 Starting to use Owl...4 The Logging in page...4 Using the browser...6 Folder structure...6 Title Bar...6
New York State Courts Electronic Filing (NYSCEF) System
New York State Courts Electronic Filing (NYSCEF) System User Manual for Supreme Court and Court of Claims Cases Jeffrey Carucci Statewide Coordinator for Electronic Filing Electronic Filing Resource Center
This Troubleshooting Guide is intended to help guide you through some of the most common issues that arise when using Online Banking.
This Troubleshooting Guide is intended to help guide you through some of the most common issues that arise when using Online Banking. If you have questions on how to use features in Online Banking, please
Odyssey File & Serve. Frequently Asked Questions State of Oregon
Odyssey File & Serve Frequently Asked Questions State of Oregon ODY-FS-600-3144 v.13 February 2015 Contents 1 State of Oregon Frequently Asked Questions... 1 General... 1 Do I have to register to use File
External Account Creation and Upload Instructions for the Local Government (LG) Audit Report Collection System
External Account Creation and Upload Instructions for the Local Government (LG) Audit Report Collection System In order to submit data for any Department of Audits and Accounts (DOAA) web application,
TrueFiling. Law Firm User Guide 1.0.130. ImageSoft, Inc.
TrueFiling Law Firm User Guide 1.0.130 ImageSoft, Inc. Copyright 2013 ImageSoft, Inc. All rights reserved. No part of this document may be reproduced, stored in or introduced into a retrieval system, or
It s easy to find the answers to your questions about PaymentNet!
It s easy to find the answers to your questions about PaymentNet! May 2010 PaymentNet Login How do I login into PaymentNet? How do I obtain my login ID (Organization ID or User ID)? My User ID is not functioning.
End User s Guide. Electronic Filing
End User s Guide Electronic Filing Rev: August 2014 This end user s guide has been skillfully created by smartech.net through meetings with the Clerk of the Circuit Court of Cook County and Online Information
E-Filing in the Small Claims Docket. Click here for an instructional video.
E-Filing in the Small Claims Docket Click here for an instructional video. 1. Log on to www.vermontjudiciary.org and click on the efiling icon. Page 1 of 18 2. On the Electronic Services screen, click
Cloud Web Portal User Guide Version 2.0
Cloud Web Portal User Guide Version 2.0 Welcome to ncrypted Cloud! ncrypted Cloud is a Privacy, Security, and Collaboration application that uses Industry Standard Encryption Technology (AES-256 bit encryption)
MIDC Single Window Clearance Service. User Manual
MIDC Single Window Clearance Service User Manual Table of Contents Introduction... 4 ing Page... 5 MIDC Staff Login... 6 Portal Home... 6 Submissions... 7 Submission Details... 8 Submission Detailed Information...
Substitute Service Center
Substitute Service Center Use the TEAMS Substitute Service Center to accept or reject substitute jobs and to customize settings, such as your availability and preferred locations. In this document: Accessing
Table of Contents INTRODUCTION... 2 HOME PAGE... 3. Announcements... 7 Personalize & Change Password... 8 Reminders... 9 SERVICE CATALOG...
Table of Contents INTRODUCTION... 2 HOME PAGE... 3 Announcements... 7 Personalize & Change Password... 8 Reminders... 9 SERVICE CATALOG... 11 Raising a Service Request... 12 Edit the Service Request...
INSTRUCTIONS FOR USING Wyoming Supreme Court Case Management System C-Track E-Filing System Version 2.0
2014 Thomson Reuters. All rights reserved Republication or redistribution of Thomson Reuters content, including by framing or similar means, is prohibited without the prior written consent of Thomson Reuters.
NREMT Online Recertification Training Officer Instructions
NREMT Online Recertification Training Officer Instructions 7/20/2009 1 Registering as a Training Officer www.nremt.org 2. Click the Create New Account link. Result: the Account: Your Information page will
Does the GC have an online document management solution?
This FAQ contains: Web File Services definition Access web file services Create a WFS folder Upload a document Email a link to a document folder Create WFS subscription Cancel existing subscription Create
Table of Contents INTRODUCTION...2 HOME PAGE...3. Announcements... 6 Personalize... 7 Reminders... 9 Recent Items... 11 SERVICE CATALOG...
Table of Contents INTRODUCTION...2 HOME PAGE...3 Announcements... 6 Personalize... 7 Reminders... 9 Recent Items... 11 SERVICE CATALOG...12 REQUEST...14 Request List View... 15 Creating a New Incident...
TrueFiling. User Guide. Release 1.0.36. www.imagesoftinc.com 25900 W. 11 Mile Rd., Suite 100 Southfield, MI 48034 phone: (855) 959-8868
TrueFiling User Guide Release 1.0.36 www.imagesoftinc.com 25900 W. 11 Mile Rd., Suite 100 Southfield, MI 48034 phone: (855) 959-8868 Copyright 2015 ImageSoft, Inc. All rights reserved If this guide is
Online Grant Management System (OGMS) User Manual For Organizations
Online Grant Management System (OGMS) User Manual For Organizations TABLE OF CONTENTS PURPOSE... 3 ACCESSING OGMS... 3 MENU TABS (AREAS)... 4 LOGIN... 4 EMAILS FROM OGMS... 5 ONLINE APPS HOME PAGE... 5
AdventNet ManageEngine SupportCenter Plus :: User Guide. Table Of Contents INTRODUCTION... 3 REQUEST... 4. Creating a New Request...
Table Of Contents INTRODUCTION... 3 REQUEST... 4 Creating a New Request... 5 Quick Create...5 Contact Details...5 Classifying Request Category...5 Prioritizing Request...6 Describe Request...6 Add Attachments
Login Help Table of Contents HOW TO CREATE AN ACCOUNT... 2 REQUEST A TEMPORARY PASSWORD... 3 FORGOT YOUR USERNAME... 3 FORGOT PASSWORD...
Login Help Table of Contents HOW TO CREATE AN ACCOUNT... 2 REQUEST A TEMPORARY PASSWORD... 3 FORGOT YOUR USERNAME... 3 FORGOT PASSWORD... 4 HOW TO CREATE AN ACCOUNT Please use the following steps to register.
AVDC Document Management System Getting Started
Page 1 of 7 AVDC Document Management System Getting Started Login Upon entering the AVDC document management system (http://www.avdc-dms.org/dms/ or via the link on the AVDC web site Home page), the initial
Law Society of Alberta User Guide Trust Safety Accounting Upload - PCLaw and SFTP Software
Trust Safety Accounting Upload - PCLaw and SFTP Software Release: Final Date: July 22, 2015 Table of Contents Background... 1 How to use the PCLaw software to send the LSA your files... 1 How to upload
Training Manual For HR Managers ( Business Unit Admin level)
Training Manual For HR Managers ( Business Unit Admin level) August 2014 Page 1 of 12 Introduction Swift Check Ltd Online System Manual The e-bulk system allows organisations to submit and monitor online
Web Portal. User Manual. Version 20121210
Web Portal User Manual Version 20121210 Table of Contents 1 OVERVIEW... 1 2 USING THE MANUAL... 1 3 LOGGING IN AND UPDATING YOUR SECURITY PROFILE... 2 4 INFORMATION CENTER AND SELECTING A PROGRAM... 6
Online Monitoring of Continuing Professional Development System (mycpd)
Ministry of Health Online Monitoring of Continuing Professional Development System (mycpd) User Guide (SUPERVISOR) Version 1.1 Last Updated: January 2008 REVISION HISTORY Version No 1.0 Date 19/12/2007
CIBC Commercial Banking. Dealer Access System Quick Start Guide
CIBC Commercial Banking Dealer Access System Quick Start Guide Table of Contents Table of Contents To Connect to DAS 3 To Log In to DAS 3 To Log Out of DAS 3 To Change Your Password 4 To Change to Another
Recommended Browser Setting for MySBU Portal
The MySBU portal is built using Microsoft s SharePoint technology framework, therefore, for the best viewing experience, Southwest Baptist University recommends the use of Microsoft s Internet Explorer,
Comodo Antispam Gateway Software Version 2.4
Comodo Antispam Gateway Software Version 2.4 User Guide Guide Version 2.4.070715 Comodo Security Solutions 1255 Broad Street Clifton, NJ, 07013 Table of Contents 1 Introduction to Comodo Antispam Gateway...
Remote Deposit Capture. Quick Start
To log in to your secure Remote Deposit Capture site, open your web browser and go to: https://ssl.selectpayment.com/mp/communitybankoftexas/logout/page.aspx (Add this link to your favorites!) Enter the
Bidder s User Guide For Online E-Tendering System
Bidder s User Guide For Online E-Tendering System Introduction to the User s Guide The User s Guide is a documentation regarding all the features of Bidder Online E-Tendering System. It explains how the
Add in Guide for Sage CRM May 2012
Add in Guide for Sage CRM May 2012 Sage CRM Addin Guide This document will guide you through configuration and basic use of HIPIN s Sage CRM addin. It is expected that you are already familiar with the
QuickBooks Windows Web Connect
QuickBooks for Windows Conversion Instructions QuickBooks Windows 2010-2013 Web Connect Table of Contents TABLE OF CONTENTS... 2 INTRODUCTION... 3 DOCUMENTATION AND PROCEDURES... 3 Task 1: Conversion Preparation...
MAESTRO Version 2.0 Review System PI and Research/Approval Team Training Document
MAESTRO Version 2.0 Review System PI and Research/Approval Team Training Document Questions and Helpdesk Support: Call Office of Research Compliance at 575-646-7177 or Email care@research.nmsu.edu or OVPR@research.nmsu.edu
Positive Pay User Guide
2016 State Bank of India (California). All rights reserved. Table of Contents Business Online Banking Administration... 3 Overview... 3 Service Administration... 3 Company Administration... 4 User Administration-Add
EXTERNAL GUIDE GUIDE FOR TAX PRACTITIONERS ON EFILING
GUIDE FOR TAX PRACTITIONERS ON TABLE OF CONTENTS 1 PURPOSE 3 2 INTRODUCTION 3 3 LEGISLATION BACKGROUND 3 4 OFFENCES 3 5 REGISTRATION PROCESS 4 6 TAX PRACTITIONER USER FUNCTIONALITY 10 6.1 REGISTER NEW
efiletexas.gov Review Queue User Guide
efiletexas.gov Review Queue User Guide EFS-TF-200-3194 v.4 February 2014 Copyright and Confidentiality Copyright 2014 Tyler Technologies, Inc. All rights reserved. All documentation, source programs, object
FINRA DR Portal. User Guide for Arbitration and Mediation Case Participants
FINRA DR Portal for Arbitration and Mediation Case Participants December 2015 Disclaimer These materials are for training and instructional purposes only. No part of this publication may be reproduced,
DocCentral User Guide v2.5
DocCentral User Guide v2.5 DocCentral User Guide v2.5 Copyright 2008-2009 1 Table of Contents 1 What is DocCentral?... 3 2 System Requirements... 3 3 Getting Started... 3 Accessing DocCentral... 3 Logging
E-FILE. Universal Service Administrative Company (USAC) Last Updated: September 2015
E-FILE USER GUIDE This document providers E-File users with an overview of E-File account management, managing entitlements, and instructions on how to submit forms, such as the FCC Form 498, FCC Form
ONLINE BANKING OWNER S MANUAL
ONLINE BANKING OWNER S MANUAL Member FDIC Note: To ensure the best experience with online banking, please update your operating system and web browser to the most current versions. welcome to Peoples Online
Facility Services Website Quick Guide
Table of Contents Access to the Facility Services Website...2 Logging into Facility Services Website...2 Changing Your Password...2 Submitting Your Challenge Question...2 The Facility Services Home Page..2
Registering for and Accessing the Provider Online Reporting Application
Registering for and Accessing the Provider Online Reporting Application Updated August 2015 Provider Online Reporting Overview Provider Cost Transparency reports and information are available through Provider
Training Manual for Purchase Order to Invoice EZBuy Supplier Self-Services (SUS) Portal. Submitted by: Bristlecone
Training Manual for Purchase Order to Invoice EZBuy Supplier Self-Services (SUS) Portal Submitted by: Bristlecone Contents 1. How to Login to Supplier Self Services (SUS) Portal:... 3 2. How to Search
HDAccess Administrators User Manual. Help Desk Authority 9.0
HDAccess Administrators User Manual Help Desk Authority 9.0 2011ScriptLogic Corporation ALL RIGHTS RESERVED. ScriptLogic, the ScriptLogic logo and Point,Click,Done! are trademarks and registered trademarks
Preparing your Domain to transfer from Go Daddy
Preparing your Domain to transfer from Go Daddy Before you can transfer a domain: Getting Started Disable domain privacy. If the privacy service forwards incoming email, check the ʻforward toʼ contact
APPLICANT USER GUIDE GETTING STARTED WITH GRANTS AND FUNDING MANAGEMENT SYSTEM
APPLICANT USER GUIDE GETTING STARTED WITH GRANTS AND FUNDING MANAGEMENT SYSTEM Page i USER GUIDE TABLE OF CONTENTS Overview... 1 Who is this document for?... 1 User Registration... 1 Get Started as a New
AlienVault Unified Security Management for Government v4.12 & RT Logic CyberC4:Alert v4.12 User Management Guide
& RT Logic CyberC4:Alert v4.12 Copyright 2016 AlienVault. All rights reserved. DOCUMENT HISTORY AND VERSION CONTROL Edition Date of Issue Description of Change(s) 01 08/01/15 Initial Version AlienVault,
XCM Internet Explorer Settings
XCM Internet Explorer Settings For best results, you must prepare your Internet Explorer (IE) browser so that interactions with the XCM site are fully trusted (XCM only supports Microsoft s Internet Explorer).
To create User who have already been registered with OCR and have received Registration Number can follow the following steps.
3 Post Registration 3.1 Create User To create User who have already been registered with OCR and have received Registration Number can follow the following steps. Figure 50: Link for new User Registration
NHSP:Online. Agency Rates Approver. NHSP:Online. Agency Rates Approver V1.3 Issued December 2012 Page 1 of 15
Agency Rates Approver Page 1 of 15 Contents Page 1.0 Getting Started..3 2.0 Notifications...6 3.0 Viewing & Approving Agency Contracts...7 3.1 Querying Agency Rates.....9 3.2 Authorising an Agency Rates
User Manual for Web. Help Desk Authority 9.0
User Manual for Web Help Desk Authority 9.0 2011ScriptLogic Corporation ALL RIGHTS RESERVED. ScriptLogic, the ScriptLogic logo and Point,Click,Done! are trademarks and registered trademarks of ScriptLogic
Guide to register for and access the Provider Online Reporting application TNPEC-1102-15
Guide to register for and access the Provider Online Reporting application TNPEC-1102-15 Provider Online Reporting overview As a provider in the network, you re committed to providing quality, patient-centered
User Guide BMC Remedy Support System
United Arab Emirates Federal Authority For Government Human Resources User Guide BMC Remedy Support System User Guide BMC Remedy Support System Releases: Bayanati Self-Service User Guide Version 1.0 Bayanati
LRFP AND PROJECT APPLICATION TRACKING SYSTEM District Administrator Instructions. Accessing the Administrator Section of the Website
LRFP AND PROJECT APPLICATION TRACKING SYSTEM District Administrator Instructions Each school district is responsible for creating and assigning user accounts to access the district s data on the LRFP and
Your Patron Account at MCLINC
Your Patron Account at MCLINC Montgomery County Library & Information Network Consortium 301 Fayette Street, 2 nd floor, Conshohocken, PA 19428 610-238-0580 The MCLINC online catalog provides library users
Candidate Experience Click-by-Click Guide
Candidate Experience Click-by-Click Guide Cook County Sheriff s Office Page 1 of 29 Candidate Experience Table of Contents Creating a Profile... 3 Applying for a Job Job Application... 10 Navigating the