N.M. AOC Attorney Training for Criminal Subsequent eFiling at Magistrate and Metropolitan

Attorney eFiling for Criminal Cases at Magistrate Courts and the Bernalillo County

Metropolitan Court

This document provides useful tips for using the File and Serve system for Criminal eFiling. This

document is not a comprehensive guide for using the File and Serve system. The complete set

of File and Serve User Guides and other training resources can be found in Self-Service Support

section of the Tyler Technologies website at https://tylertech.egain.cloud/kb/nmh5/home.

Already Using File and Serve?

If you already have a EFile & Serve account, continue to use your existing account.

New to File and Serve?

Visit the New Mexico Courts website: https://nmcourts.gov/resources/e-filing-for-attorneys/

Follow the instructions in the Getting Started in File and Serve section.

1. Get your CAID Number (Supreme Court issued ID)

2. Sign up for a training or watch the online video

Getting Started – Firm Account

Who should register for a Firm Account?

- A designated person from a law firm

- Sole practitioner

RESPONSIBILITIES of Firm Account Administrator

1. Create a File and Serve Firm Account

2. Add Firm Service Contacts

3. Add Firm Attorneys

4. Add a Waiver Account

5. Add Service Contacts on your cases

Important Information and Helpful Tips for eFiling

1. Electronic filing and service will be available for Criminal cases at no charge; electronic

filing available for subsequent filings only.

2. Even though there is no charge, a Waiver account will need to be set up to waive the

court’s fees through the Firm Account.

3. All attorneys should add themselves as service contacts through the File and Serve system

for any pending cases in which they are an attorney of record as soon as possible. See the

‘How to Add Yourself as a Service Contact’ document online.

The following guidelines are described in order of appearance while completing a filing on the

File and Serve software application when logged in at

https://newmexico.tylertech.cloud/OfsWeb/

1. Subsequent Filing:

• Filing into Existing Case: On Filer Dashboard, choose this option to search for a case

• Search for a Case by: Search by Case Number or Party Name

• Actions: When case returns in the results, select ‘File Into Case’ from the Actions

dropdown

Filings section

• Review Case and Party Information: Review Case and Party Information

• Filing Type: Under Filings, select EFile, Serve or both EFileAndServe

• Filing Code: Select the most appropriate filing code to describe the pleading being

submitted

• Filing Description: Enter the title of the document. Type “Same Day/Next Day” or

“Urgent” here to alert the court clerk when reviewing;

• Reference Number: This is a required field for attorney’s use only. If an attorney/firm

does not use client reference numbers, a generic number can be entered.

• Comments to Court: Enter any special needs/instructions for the filing in this field.

This is not a required field. Information entered in this field will not appear in

Odyssey, SOPA or Online Case Lookup.

• Courtesy Copies: Enter any email address or addresses to be sent a courtesy copy of

the filing once the filing is accepted by the court.

NOTE: Do not use the Courtesy Copies or Preliminary Copies fields as Service to a party,

this information not retained as part of the record. Parties with an attorney will be

served through EEFile & Serve once the attorney has entered themselves as a Service

Contact. Parties without an attorney will need to be served using another manner as

allowed by rule/law.

• Filing on Behalf of: Click on field to select the parties you are filing on behalf of

• Lead Document: A Lead Document should only contain one pleading. If submitting

more than one pleading to be filed with or issued by the court, enter each pleading as

a separate filing. Multiple filings can be submitted within the same filing envelope

after saving changes then selecting Add Another Filing. All electronically filed

documents must be in PDF format and should follow guidelines per the ‘PDF

Restrictions’ found online. Lead Document has a 25MB limit.

NOTE: PDF Restrictions for File and Serve are very specific. Not following the PDF

Restriction guidelines may result in your filing not being transmitted properly and

delaying the processing of your case. See the ‘PDF Restrictions’ document online.

NOTE: a 2.5” by 2.5” space in the upper right corner of the first page of the pleading is

needed to allow space for the automated file stamp to be placed by the application.

• Document Security: Select E-Filed Document.

Fees section

• Payment Account: Fees will be auto-assessed, but by selecting Waiver Account court

filing fees will be zeroed out.

• Filing Attorney: Select the filing attorney from the dropdown list.

2. Accepted or Rejected Filings:

• Upon review, the Clerk’s Office will accept or reject the filing.

• If accepted, a “Filing Accepted” notice will be emailed to the filer and service

contacts.

• If rejected, a “Filing Rejected” notice will be emailed to the filer and service contacts

with notes indicating the rejection reason.

• The Clerk’s Office may reject a document submitted for filing for a number of reasons

such as:

- No signature on pleading

- Unreadable scans

- Document filed into wrong case or court

- Documents uploaded in the Attachment field (for 2nd District)

- Document not in proper format

- PDF caused a filing error

3. Service Contacts:

• Add Service Contact: IMPORTANT – It is important to add your firm and/or firm

attorney as a service contact. This will allow the court as well as other filers to serve

you with pleadings through EFile & Serve. This can be completed by the Attorney or

the Firm Admin.

• In the Filing History, use the Actions down arrow in the upper right to select ‘View

Service Contacts’. Next to the represented party, select Add From Firm Service

Contacts to select all attorneys and staff that should receive service of filings on this

particular case.

4. Training:

A video walking through the same processes described in this document is available

online.