Firm Administrator User Guide
Firm Administrator User GuideOdyssey File & Serve HTML5 2021.0ESO-FS-220-4648 v.1March 2021
Copyright and ConfidentialityCopyright 2021 Tyler Technologies, Inc. All rights reserved.Use of these materials is governed by the applicable Tyler Technologies, Inc. license agreement.This notification constitutes part of the documentation and must not be removed.Publishing HistoryiiDocument PublicationNumberRevisionDateChanges MadeESO-FS-220-4648 v.1InitialMarch 2021Document CreationMarch 2021ESO-FS-220-4648 v.1
ContentsContentsCopyright and Confidentiality. iiPublishing History. iiList of Figures . vi1 System Overview .1Release 2021.0 New Features.1Before You Begin .4System Requirements .4Page Navigation .5Error Messages .6Orientation.62 E-Filing Overview .14Filing Queue Status .153 Home Page .17Registering as a Firm Administrator and Creating a New Firm .18Resetting Your Password .21Resetting a Firm User’s Password .234 Sign In and Sign Out.26Signing In.26Signing Out .275 Profile Preferences.28Changing the User Password .28Changing the Security Question.29Managing Notifications .316 Filer Dashboard .32Dashboard Filing Category Descriptions .327 Firm Administrator Functions.34Manage Firm Users .34Approving and Removing New Users.34Assigning Roles to Firm Users .35Assigning Criminal Filing Roles to Firm Users.38Inviting Firm Users to Create an Account .40Firm Users Create Account .41Editing Firm Users.44Removing a Firm User.45Resending the Activation Email .46Linking a Firm Attorney to a Firm User (Firm Administrator) .46Linking a Firm Attorney to a Firm User (Criminal Filing Firm Administrator) .51Manage Attorneys.55Adding Attorneys.55Removing an Attorney’s Account.56Manage Payment Accounts .58Adding Payment Accounts .58Deleting a Payment Account .59Editing Payment Accounts .60Unavailable Payment Accounts .62Restriction of Use of Electronic Checks to Firm Users .64Draw Down Account User Interface .65Manage Firm Information .66Updating Firm Information .668 Templates.68Creating a Template .68Editing a Template .82Using a New Case Template.83Using an Existing Case Template .83ESO-FS-220-4648 v.1March 2021iii
Firm Administrator User Guide910111213ivViewing Template Details .86Deleting a Template .86Case Initiation .88Filing a New Case.89Filing a New Case with a Will Filed Date .92Entering Party Details .93Entering Date of Death in Party Information Section .98Display “Pro Se” for Party Name . 101Entering Filing Details . 102Capability for Filing Return Date. 113Selecting a Return Date for a Case Filing. 115Reverify Return Date. 118Reverifying a Return Date . 119Capability for Filing Hearing Date . 120Scheduling a Hearing Date for a New Case Filing. 122Scheduling a Hearing Date for an Existing Case Filing. 125Entering a Filing with an Ad Damnum Amount. 126Entering a Filing with a Motion Type Code . 132Setting the Maximum Fee Amount for a Filing . 137Court Fees for Additional Case Parties . 139Submission Agreements . 140Viewing the Envelope Summary. 141Redaction Feature. 143Entering a Filing with Redacted Documents . 143Deleting a Redaction. 152Working with an Existing Redaction. 153Redaction Editor Toolbar . 153Redaction Errors. 156File into an Existing Case . 157Filing into an Existing Case from the Filing History Page . 157Filing into an Existing Case from the Bookmarks Page. 170Filing into an Existing Case from the Filer Dashboard Page. 183Filing into an Existing Case with an Ad Damnum Amount. 196Creating a Service Only Filing. 201Filing an Appeal to an Existing Case . 203Service Contacts . 205Adding Service Contacts to the Firm. 205Adding Service Contacts to a Case . 207Adding a Mail-Only Service Contact . 209Replacing a Firm Service Contact . 212Default State of Service Contacts. 216Public Service Contacts . 216Adding Firm Service Contacts from a Public List. 217Create New Service Contacts During a Filing . 221Creating Firm Service Contacts from the Filing History Page . 222Creating Firm Service Contacts During a Case Search (File Into Existing Case). 225Creating Firm Service Contacts During Envelope Creation . 227Selecting the Service Method for Service Contacts. 228Viewing Attached Case List of Firm Service Contacts . 231Viewing Service Contact Details. 232Linking a Service Contact to Another Party . 234Search and Paging Capability for Firm Service Contacts. 236Removing a Service Contact from a Case. 237Deleting a Service Contact from the Firm . 238Filings . 241Filtering the Filings Queue . 242Copying the Envelope . 245Viewing the Envelope Details. 247Viewing the Filer ID in Envelope Details. 248March 2021ESO-FS-220-4648 v.1
ContentsViewing Envelope Details for Returned Filings . 251Viewing Certified Mail Services Information in Envelope Details . 254Viewing Motion Type Information in Envelope Details . 256Resuming the Filing Process . 258Canceling a Filing . 25914 Bookmarks . 26115 Reports . 263Creating a Financial Reconciliation Report. 263Creating a Filings Report . 26516 Tyler Technologies Technical Support Contact Information . 269ESO-FS-220-4648 v.1March 2021v
List of FiguresFigure 1.1 – Service Contacts Section .1Figure 1.2 – Actions Drop-Down List .2Figure 1.3 – Service Contacts Section for Adding a New Contact.2Figure 1.4 – Example of a New Mail Service Contact .3Figure 1.5 – Keyboard Shortcuts Window .5Figure 1.6 – Actions Drop-Down List .6Figure 1.7 – Filer Dashboard Page .7Figure 1.8 – Actions Drop-Down List .7Figure 1.9 – File Into Existing Case Page with Tooltip Displayed .8Figure 1.10 –Filing History Page with Tooltip Displayed .9Figure 1.11 –Templates Page .10Figure 1.12 –Bookmarks Page . 11Figure 1.13 –Reports Page .12Figure 1.14 –Payment Accounts Page with Existing Payment Accounts .13Figure 2.1 – The E-Filing Process .14Figure 3.1 – Odyssey File & Serve Home Page .17Figure 3.2 – Register Page – Firm Account .19Figure 3.3 – Register Page with Usage Agreement.20Figure 3.4 – Register Page with Confirmation.21Figure 3.5 – Sign In Page .21Figure 3.6 – Change Password Page .22Figure 3.7 – Password Reset Page – Check Box Cleared .22Figure 3.8 – Password Reset Page – Check Box Selected .23Figure 3.9 – Firm Users Page .24Figure 3.10 –Firm Users Actions Drop-Down List .24Figure 3.11 –Reset Password Dialog Box.25Figure 4.1 – Sign In Page .26Figure 4.2 – Sign Out Option on Profile Drop-Down List .27Figure 4.3 – Sign Out Page.27Figure 5.1 – Profile Drop-Down List .28Figure 5.2 – Manage Security Page.29Figure 5.3 – Profile Drop-Down List .30Figure 5.4 – Manage Security Page.30Figure 5.5 – Manage Notifications Page .31Figure 6.1 – Filer Dashboard Page .32Figure 7.1 – Firm Users Page .35Figure 7.2 – Actions Drop-Down List for Firm Administrator.35Figure 7.3 – Firm Users Page .36Figure 7.4 – Firm Users Page with Roles Displayed.37Figure 7.5 – Firm Users Page .38Figure 7.6 – Firm Users Page with Roles Displayed.39Figure 7.7 – Select Locations Window .40Figure 7.8 – Firm Users Page .41Figure 7.9 – Register Page for Firm User .42Figure 7.10 –Register Page with Firm Information.43Figure 7.11 –Register Page with Usage Agreement .44Figure 7.12 –Register Page with Confirmation for Invited Firm User .44Figure 7.13 –Firm Users Page.45Figure 7.14 –Actions Drop-Down List .45Figure 7.15 –Actions Drop-Down List .46Figure 7.16 –Firm Users Page.47Figure 7.17 –Firm Users Page with Roles Displayed .48Figure 7.18 –Firm Users Page with Attorney Check Box Selected .49viMarch 2021ESO-FS-220-4648 v.1
List of FiguresFigure 7.19 –Firm Users Page with an Attorney Number in the Attorney Number Field.50Figure 7.20 –Verify Attorney Number Dialog Box .50Figure 7.21 –Firm Users Page.51Figure 7.22 –Firm Users Page with Roles Displayed .52Figure 7.23 –Firm Users Page with Attorney Check Box Selected .53Figure 7.24 –Firm Users Page with an Attorney Number in the Attorney Number Field.54Figure 7.25 –Verify Attorney Number Dialog Box .54Figure 7.26 –Actions Drop-Down List .55Figure 7.27 –Firm Attorneys Page .56Figure 7.28 –Actions Drop-Down List .57Figure 7.29 –Firm Attorneys Page .57Figure 7.30 –Attorney Actions Drop-Down List.57Figure 7.31 –Payment Accounts Page .58Figure 7.32 –Payment Accounts Page for Adding a New Payment Account .59Figure 7.33 –Payment Accounts Page .60Figure 7.34 –Actions Drop-Down List .60Figure 7.35 –Payment Accounts Page .61Figure 7.36 –Payment Accounts Page – Edit Payment Account .62Figure 7.37 –Error Message Regarding Payment Accounts .63Figure 7.38 –Unavailable Payment Accounts Window .64Figure 7.39 –Error Message in the Payment Account Field .65Figure 7.40 –Draw Down Account with Parent-Child Relationship of Courts .66Figure 7.41 –Firm Information Page.67Figure 8.1 – Templates Page .68Figure 8.2 – New Template Page .69Figure 8.3 – Template Information Section with New Case Option Selected.69Figure 8.4 – Template Information Section with Existing Case Option Selected.70Figure 8.5 – Example of a Case Information Section.71Figure 8.6 – Case Cross Reference Number Section .71Figure 8.7 – Case Cross Reference Type Drop-Down List.72Figure 8.8 – Sample Case Cross Reference Number Section.72Figure 8.9 – Case Cross Reference Number Actions Drop-Down List .72Figure 8.10 –Filings Section .73Figure 8.11 –Filing Code Drop-Down List .74Figure 8.12 –Filing Code Field with Fee Displayed .74Figure 8.13 –Due Date Calendar .75Figure 8.14 –Filing on Behalf of Field in the Filings Section.75Figure 8.15 –Lead Document and Attachments Fields in the Filings Section .76Figure 8.16 –Security Drop-Down List in the Lead Document Section.76Figure 8.17 –Optional Services and Fees Section .77Figure 8.18 –Optional Services and Fees Field in the Optional Services and Fees Section .77Figure 8.19 –Optional Services and Fees Drop-Down List .77Figure 8.20 –Example of an Optional Services and Fees Section with the Enter Amount to Be PaidField Displayed.78Figure 8.21 –Optional Services and Fees Section with the Fee Amount Displayed .78Figure 8.22 –Optional Service Actions Drop-Down List.78Figure 8.23 –Optional Services and Fees Section with Optional Services Saved .79Figure 8.24 –Fees Section .80Figure 8.25 –Filer Type Drop-Down List .81Figure 8.26 –Confirm Template Details Page .81Figure 8.27 –Templates Page.82Figure 8.28 –Templates Page.83Figure 8.29 –Filing History Page.84Figure 8.30 –File Into Case With Template Page.85Figure 8.31 –Actions Drop-Down List for Existing Case Templates .85Figure 8.32 –Templat
16. Click to continue creating the template, or click to cancel the template creation. When you click , the Confirm Template Details page is displayed. Figure 8.26 - Confirm Template Details Page 17. Review the template details and click to save the template, or click to go back to the previous page. ESO-FS-220-4648 v.1 March 2021 81 Creating .
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Directory and Resource Administrator, Directory Security Administrator, Domain Migration Administrator, Exchange Administrator, File Security Administrator, Group Policy Administrator, Group Policy Guardian, Group Policy Suite, IntelliPolic y, . Example Script: Populating Active Directory from a Data Source .143 Using Data Modeling .
New users are assigned a Teacher role by default. The Organization Administrator can assign other users the roles of Organization Administrator, Panel Administrator, and Site Manager. An Organization Administrator has access to both Panel Management and User Management, while a Panel Administrator only has access to Panel Management.
A Helix Server administrator does not require root-level access, so a Helix Server administrator is not necessarily a system administrator. Use this Guide with the P4 Command Reference. For distributed servers, proxies, and brokers, see Helix Core Server Administrator Guide: Multi-Site Deployment Feedback
Administrator tab (Dashboard, Templates, Users, and so on). Note: Only an administrator can switch between user and administrator modes. Role Tasks Home Office Administrator g provide access for users within your firm g design and publish templates, and g enable batch processing of reports. Wholesaler or Advisor (end user) run, view, and share .
associates or otherwise employed in the firm "not to (1) actively exploit their positions within the [law firm] for their own personal benefits, or (2) hinder the ability of the [law firm] to conduct the business for which it was developed." Burke v. Lakin Law Firm, 2008 WL 64521 (S.D.Ill. Jan. 3, 2008), quoting FoodComm Intern. V.
The Administrator 3 THE ADMINISTRATOR The Administrator provides an overall view of various parameters relating to your installation of BOSaNOVA Secure. The Administrator also enables you to run certain administrative procedures. Opening the Administrator To open the Admi
flock to the piece rate firm. After the price of output falls, firm A values all workers at 17.50 per hour, while worker 1’s value at firm B falls to 50 cents, worker 2’s value falls to 1 at firm B, etc. The question is what happens to the wage. Presumably wage also falls, to 17.50 per hour in firm A.
