N.M. AOC Quick Reference Guide for Attorneys Using HTML 5

File & Serve HTML5

Quick-Reference Guide

Topics Covered in this Document

♦ Registration Options

♦ Keyboard Shortcuts

♦ Filing a New Case

♦ Entering Party Details

♦ Entering Filing Details

♦ Filing Into an Existing Case

Release 3.14

Registration Options

Three registration options exist in Odyssey File &

Serve.

Register for a New Firm Account

This account is perfect for the following users:

• Attorneys

• Firms with multiple filers

• Solo attorney practitioners

Before you register for a new firm account, please

check with your firm to ensure that an account has

not already been created. If a firm account has

already been created, ask your Firm Administrator to

invite you to join the firm.

Join a Firm

T o join a firm, you must request an invitation from

your Firm Administrator. You cannot join the firm by

going to the regular registration page on the home

page.

Register for an Individual Filer Account

This account is perfect for the following users:

• Pro se filers

• Process servers

• Landlords/tenants

Registering for Odyssey File & Serve

T o register for File & Serve, perform the following

steps:

1. From the home page, click

.

2. Complete the required fields, which are outlined in

red: First Name, Last Name, Email Address,

Password, Security Question, and Security

Answer.

3. Click

.

4. On the next page, select the appropriate

registration option.

Figure 1.1 – Register Page

5. If you are registering for a new firm account, click

the option for a firm account.

Note: If you want to join a firm, you cannot

register to join a firm from the home page.

Instead, you must request an invitation email

from your Firm Administrator. After you

receive the invitation email, click the link in the

body of the email. You will be guided through

the registration process including joining a

firm.

6. If you are registering for an individual filer account,

click the option for a self-represented account.

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Keyboard Shortcuts Note: The location filtering feature is

configured by Tyler and may not be

At any time while you are in the File & Serve system, available on your system.

you can use keyboard shortcuts for assistance. Press

SHIFT+? to display the following window. Note: The selection in this field is limited

to only the courts in the county or district

that you previously selected.

c. Select your category.

Note: This field is determined by the

location you selected.

d. Select your case type.

Note: This field is determined by the

Figure 1.2 – Keyboard Shortcuts Window category you selected.

Note: The fee associated with the case

Press any shortcut key to initiate an action depending type is displayed.

on the key you pressed. The keyboard shortcuts are

designed to make your experience flow more 3. After completing the required fields, click

smoothly and to help you to gain efficiency in using

the system. .

Note: The tab key is not functional within the Note: If you decide to save the draft, you can

Safari application program. stop working on the filing and resume work at a

later time. To resume filing a saved draft, navigate

to the Filing History page. From the Actions drop-

Filing a New Case down list for the specified draft, select Resume

Draft Envelope to continue with your filing.

Prior to filing a new case, you must set up a payment

account.

Perform the following steps to file a new case: Entering Party Details

1. Select Start a New Case from the Actions drop- Each case requires a party type.

down list, or click Start a New Case from the Filer Perform the following steps to enter the details for the

Dashboard under the New Filing header. parties involved in the case:

The Start a New Case page opens. 1. In the Party Information section, enter the

2. Complete the details for the new case by using information for the first party on the case. If you

the drop-down lists in the required fields in the are the party, select the I am this party check

Case Information section: box. Or indicate whether the party is a business or

agency by selecting the Party is a Business/

Note: A red box around the field indicates Agency check box.

that it is required.

a. Select your court location in the first Location

field.

Note: This is generally the county or

district court where you will be doing the

filing.

b. Select the specific court in the Refine

Location field.

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Entering Filing Details

Note: After all attorneys for both parties

have been selected, the lead attorney’s name

is displayed next to the specified party.

7. After completing the fields for all parties, click

.

Note: If you decide to save the draft, you can

stop working on the filing and resume work at a

later time. To resume filing a saved draft, navigate

to the Filing History page. From the Actions drop-down list for the specified draft, select Resume

Draft Envelope to continue with your filing.

Entering Filing Details

The Filings section allows you to enter the filing

details and calculate the fees associated with the

filing.

Figure 1.3 – Party Information Section

2. Complete the First Name, Middle Name (if

applicable), and Last Name fields for the first

party.

3. Select the country from the drop-down list.

4. For a party in the United States, complete the

Address, City, State, Zip Code, Phone Number,

and Filer ID fields.

For a party in Mexico, complete the Address,

City, State, Postal Code, Phone Number, and

Filer ID fields.

For a party in Canada, complete the Address,

City, Province, Postal Code, Phone Number,

and Filer ID fields.

Note: Select the province from the Province

drop-down list.

Figure 1.4 – Filings Section

5. Select a lead attorney from the Lead Attorney

drop-down list.

To enter the filing details, perform the following steps:

Note: If you select Pro Se from the Lead

Attorney drop-down list, the system shows 1. Enter the filing details for the case in the Filings

“Pro Se” as the lead attorney instead of the section:

party’s actual name when viewing filing

a. Select a filing type from the Filing Type drop-

details.

down list.

6. If you want to add another party to the filing, click

b. Select a filing code from the Filing Code drop-down list.

, and then enter the party

information for the second party.

OFS-FS-600-3625 v.1 3

Note: After you select the filing code, the j. Type a name for the lead document in the

fee associated with the filing code is Description field.

displayed.

k. Click the Security drop-down list to select the

Note: Depending on your system level of security to attach to the document.

configuration, some filing codes cause the l. If you have attachments to load, click the

Due Date field to be enabled. Attachments field to select the documents to

c. Type a description of the filing in the Filing load. If the attachments are stored in the cloud,

Description field. click the icon for the cloud service provider

where the attachments are stored.

d. Type a reference number in the Reference

Number field. Note: Not all court locations accept

attachments. If your court does not accept

Note: A reference number is a customer- attachments, create the lead document and

created number for internal purposes only. attachment as one document, and upload

Most courts do not see or refer to the the document in the Lead Document field.

Reference Number field for the filing. This

is an optional field.

m. Click to save your

e. Type any relevant comments in the Filing

Comments field.

changes, or click to cancel the

f. If you want to send courtesy copies of the filing

action.

to another party, type the recipient’s email

address in the Courtesy Copies field. If you save your changes, the Optional

g. Enter the date the filing is due in the Due Date Services section is displayed.

field by clicking the calendar icon.

Note: The Due Date field is configured by n. Click to add an

Tyler and may not be available on your optional service to the lead document.

system.

The Optional Service field is displayed.

A calendar is displayed from which you can

o. Select a service from the Optional Service

select the specified date.

drop-down list.

h. Click the Related Parties field to select the

parties from the drop-down list. Note: The fee associated with the

optional service is displayed.

Note: The related parties feature is

p. Type the number of services that you want,

configured by Tyler and may not be

available on your system.

i. Click the Lead Document field to select a lead and then click.

document to load. If your document is stored in The total quantity that you selected and the

the cloud, click the icon for the cloud service associated fees are displayed.

provider where the document is stored.

q. Add additional optional services if you want.

Note: Cloud services are configured by

r. Verify that the service contacts are correct. If

Tyler and may not be available on your

you want to add another service contact,

system. If your system is configured for

select an option from the Actions drop-down

cloud services, you can upload documents

list in the Service Contacts section.

from the following cloud storage providers:

Google Drive™ online storage service,

Dropbox®, and Microsoft® OneDrive®.

s. Click to save your

Note: The Lead Document field is

required. Only one document can be changes, or click to cancel the

uploaded as a lead document. action.

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Filing Into an Existing Case

2. Complete the fields in the Fees section.

5. If you clicked, review the filing for

Note: Your credit card is authorized when

accuracy. If you need to make any changes, click

submitted. However, the transaction fees are

not posted to the credit card account until the

court accepts the filing. Once the filing is to return to the previous page. Make any

accepted, the total filing fee to be submitted

for the filing is displayed.

necessary corrections, and then click

a. Select the payment account from the Payment again.

Account drop-down list. 6. When you are satisfied with the information in

Note: If you enter incorrect payment

information in the Payment Account field, your filing, click.

you will receive an error message stating

that the account information you entered is A new Envelope of your filing is included on the

invalid. You must correct the payment Filing History page.

information before you can continue with

your filing.

b. Select the party that is responsible for paying Filing Into an Existing Case

the fees from the Party Responsible for Fees Once a new case has been created by the courts,

drop-down list. you can file into the existing case.

c. Select the filer type from the Filer Type drop-

To file into an existing case, perform the following

down list.

steps:

1. Select one of the following methods to begin your

d. Click to save your filing:

changes, or click to cancel the • Click File into Existing Case from the

action. Filer Dashboard page.

3. In the Submission Agreements section, select Note: The File Into Existing Case

the check box for the appropriate submission page is displayed. Select the county or

agreement. district location from the Location drop-down list, and then select the specific

Note: Submission agreements are court from the Refine Location drop-

configured by Tyler and may not be available down list. (The choices in the Refine

on your system. Location field are based on the court

that you previously selected. Also, the

4. After completing the fields in all of the sections on location filtering feature is configured

the page, perform one of the following actions: by Tyler and may not be available on

your system.) Click the search option

that you plan to use: Case Number or

• Click to stop working on Party Name. Enter the search criteria,

your filing and resume work at a later time. and then click Search.

Note: To resume filing a saved draft,

navigate to the Filing History page.

From the Actions drop-down list for the

specified draft, select Resume Draft

Envelope to continue with your filing.

• Click to review a summary of

your filing.

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• Click to review a summary of

your filing.

5. If you clicked, review the filing for

accuracy. If you need to make any changes, click

to return to the previous page. Make any

Figure 1.5 – File Into Existing Case Page

necessary corrections, and then click

again.

Note: When the correct case is

displayed, select File Into Case from 6. When you are satisfied with the information in

the Actions drop-down list for the

specified case.

your filing, click.

• Select File Into Existing Case from the

Actions drop-down list. Note: The File A new Envelope of your filing is included on the

Into Existing Case page is displayed. Filing History page.

Click Search to locate the case that you

want. When the correct case is

displayed, select File Into Case from

the Actions drop-down list for the

specified case.

• From the Filing History page, locate the

case that you want to file into. From the

Actions drop-down list for the specified

case, select File Into Case.

The Case Information and Party Information

fields are already populated since this is an

existing case. You can immediately view the

parties associated with the case.

When more than 100 parties are on a case, only

the first party of each required type is displayed,

along with a message that additional parties could

not be displayed due to system constraints. Add

additional parties to the case if you want.

2. Complete the filing details in the Filings section.

3. Complete the fields in the Fees section.

4. After completing the fields in all of the sections on

the page, perform one of the following actions:

• Click to stop working on

your filing and resume work at a later time.

Note: To resume filing a saved draft,

navigate to the Filing History page.

From the Actions drop-down list for the

specified draft, select Resume Draft

Envelope to continue with your filing.

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