MDEC Policies & Procedures 15

Revised 03/13/2026 22

Note: If you forgot to add your Service Contacts, after you receive your case number:

• Go to filer dashboard and click accepted.

• Locate your envelope and case number.

• In Actions dropdown click view service contacts.

• For your party only, in Actions dropdown click Add from firm service contacts.

Uploading PDFs

Attach a Lead Document

1. Click the to select the lead document. The system will display the Open window as

shown below.

2. For a filing, each individual document filed in a case must be submitted as a separate PDF.

Every document is a Lead Document.

3. Select the PDF file you want to upload.

4. To review and/or verify that the document is correct, right click the document and select

open or open with Adobe Reader.

5. Click the file name of the document that you want to upload and click the Open button at

the bottom of the screen.

6. The file name should describe who is filing and what the document is. Unless the clerk

renames the document, the name that the filer gives to the document is the name the

judge will see. For example: Defendant Smith’s Motion for Summary Judgment.

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Include Multiple Documents in a Single Envelope

1. Each document is a Lead Document with its own filing code.

2. You can add additional filings by clicking Add Another Filing and entering the required

information.

3. Each exhibit is a Lead Document and should reference the document it is associated with.

Example: For a Complaint for Divorce, the exhibits should be entitled Complaint for Divorce-Exhibit 1-Finance Statement or Complaint for Divorce-Exhibit 2-Affidavit.

4. Select Filing Code – click the drop-down menu, scroll or keyword search, and select the

applicable Filing Code (e.g., Supporting Exhibits or Supporting Documents).

5. Filing Description – type a specific description of the exhibit (e.g., Complaint for Divorce –

Exhibit 1 – Finance Statement).

6. Client Reference Number, Comments to Court, and Courtesy Copies are optional.

7. Lead Document – select a file to upload, select the Complaint for Divorce-Exhibit 1-Finance

Statement, and upload submission.

8. Repeat these steps for each additional exhibit.

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Redacting and Un-redacting Documents

1. Unless by rule, statue or court order, parties must refrain from including confidential

information.

2. If the filer desires the submission to be confidential, the filer must submit a Motion to Seal

along with a proposed order.

3. If the motion is granted, the filer must provide a redacted and unredacted version as

required by Rule 20-201(c).

4. Redacted Filings: when submitting, remember to exclude the confidential information and

note in the filing description/caption that the document is redacted:

• Select the Filing Code from the drop-down menu that best describes the submission.

See Filing Codes.

• Enter a Filing Description. This will become the caption of your document.

• Optional Fields:

o You may enter the number or name of the Client Reference Number. This is for

the filer’s internal recordkeeping only.

o Enter any information that you want to convey to the clerk in the Comments to

Court. The Judge will not read these comments.

o Enter a recipient’s email address in Courtesy Copies if you want to send a

courtesy copy to someone after the filing has been accepted. This is not

electronic service. See Electronic Service.

• Click on the Lead Document button to upload the document for your chosen Filing

Code.

5. Unredacted Filings: when submitting remember to note in the filing description/caption

that the document is unredacted. The first page of the document must be prominently

marked as containing restricted information.

• Select the Filing Code from the drop-down menu that best describes the submission.

See Filing Codes.

• Enter a Filing Description. This will become the caption of your document.

• Optional Fields:

o You may enter the number or name of the Client Reference Number. This is for

the filer’s internal recordkeeping only.

o Enter any information that you want to convey to the clerk in the Comments to

Court. The Judge will not read these comments.

o Enter a recipient’s email address in Courtesy Copies if you want to send a

courtesy copy to someone after the envelope has been accepted. This is not

electronic service. See Electronic Service.

• Click on the Lead Document button to upload the document for your chosen Filing

Code.

• Add a filing for the notice of restricted information.

• Enter the “Notice of Restricted Information” filing code.

• Complete and attach the “Notice Regarding Restricted Information Pursuant to Rule 20-

201.1” form to the filing.

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File Into Existing Case

1. File into an existing case from the Actions drop-down list, or from the Filer Dashboard.

Follow the prompts.

2. The File Into Existing Case screen will appear and you can search for the case.

3. Refer to Filing the Documents section to complete and submit your filing.

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Templates – Foreclosure

File & Serve allows you to create a template for frequently used case types. To create a

template, go to the Filer dashboard and click on:

• Actions

• Templates

• New Template

Example: Foreclosure Cases

The proper foreclosure docket sequence when creating an initial filing for a foreclosure case

increases the efficiency rate that filings are processed. Each pleading (submission) should have

its own filing code and be a Lead Document within the submitted envelope. Create a

Foreclosure template using the following and sequence:

1. Order to Docket Suit

2. Attorney Appearance – Fee

3. Deed of Trust

4. Affidavit – Deed of Trust Debt

5. Assignment of Deed of Trust

6. Affidavit

7. Note – Lien Instrument

8. Affidavit – Certifying Ownership of Debt Instrument

9. Deed of Appointment of Substitute Trustee

10. Affidavit

11. Attorney Certification under Rule 1-313

12. Affidavit – Non-Military

13. Affidavit – Military

14. Statement of Debt

15. Statement – Rule 14-207(b)(6)