Filing A Motion Wednesday, July 23, 2014

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Filing a MotionWednesday, July 23, 2014Slide 1 - WelcomeSlide notesWelcome to this module on filing a motion in NextGen CM/ECF. In this module we will simulate youfiling a motion to file an amended brief.Page 1 of 48

Filing a MotionWednesday, July 23, 2014Slide 2 - NavigationSlide notesHere are the instructions for navigating through this module. Click START when you're ready to begin.Page 2 of 48

Filing a MotionWednesday, July 23, 2014Slide 3 - Landing PageSlide notesFor this demonstration, we'll assume you're already logged in to the application as Cheryl Wilson, usingyour upgraded PACER username and password, and you are at the main menu landing page. Beforewe begin the filing, I want to point out some new features.First, you'll notice that the menu options in NextGen CM/ECF are now right justified at the top of thescreen. They work the same, but are just in a different location. There's also a new menu option,Getting Started.This link provides instructions for entering a basic filing. You can refer to this information at any time.The red arrows next to Reports and Utilities indicate that these menu options have submenus whereyou select the report or utility program to run.And finally, this new interface includes the new CM/ECF logo on each screen throughout theapplication. This logo is a link, and when clicked brings you back to this main CM/ECF landing page.Page 3 of 48

Filing a MotionSlide 4 - Slide 4Slide notesLet's begin. Click Filing on the main menu.Page 4 of 48Wednesday, July 23, 2014

Filing a MotionWednesday, July 23, 2014Slide 5 - File a MotionSlide notesThe initial filing page opens. The window is divided into two panels. The left panel is where you'll enterthe filing information. The right panel, which is new in NextGen CM/ECF, will contain party and attorneyinformation for the case that you're filing in.This panel will be automatically populated after entering the case number.Page 5 of 48

Filing a MotionSlide 6 - Slide 6Slide notesType 14-30900 in the case number field and then press Tab.Page 6 of 48Wednesday, July 23, 2014

Filing a MotionWednesday, July 23, 2014Slide 7 - Slide 7Slide notesAfter entering the case number, the panel to the right contains basic information about the case. Thispanel is what's referred to as the case tree. Listed are the case number, case title, parties, and theirattorneys.This is display only information, providing you with a brief summary of the case. A section can becollapsed by clicking the red arrow next to that section. Or the entire case tree panel can be collapsedor expanded by clicking the directional arrow in the top right corner.The filing date defaults to the current date and cannot be changed.Page 7 of 48

Filing a MotionWednesday, July 23, 2014Slide 8 - Slide 8Slide notesAfter entering the case number, you select the document being filed from a list. When initially displayed,there will be a long list of documents to choose from. You can filter this list by selecting a category forthe type of document being filed.Or, in the Type of Document field, you can begin typing a description of what it is that's being filed. Asyou type, the list below will be updated with just those lines containing the text that you type. For thisexercise, we'll use the Type of Document field.Since you're filing a motion, type "mot".Page 8 of 48

Filing a MotionWednesday, July 23, 2014Slide 9 - Slide 9Slide notesThis list is updated with those documents that contain "mot" anywhere in the description. The moreletters you type, the shorter the list gets. If after typing you don't see what you're looking for,you can always delete what you've typed, and search through the list until you've located the desiredentry. From this list select Attorney Motion Filed.Page 9 of 48

Filing a MotionWednesday, July 23, 2014Slide 10 - Slide 10Slide notesThe entry is highlighted and ready to be filed. Although you won't have to do so in the actual application,I'll scroll down.Page 10 of 48

Filing a MotionSlide 11 - Slide 11Slide notesWith the entry selected, click Continue.Page 11 of 48Wednesday, July 23, 2014

Filing a MotionWednesday, July 23, 2014Slide 12 - Slide 12Slide notesTo make more room on the screen, the case tree is collapsed. In the actual application, you can expandthe tree by clicking the cross arrows in the top right corner. In the File a Document title bar, and on allsubsequent screens, you see the type of document that is being filed.You now proceed through a number of sections. Each section begins with a blue title bar and isautomatically expanded. The arrow to the left of the section heading allows you to collapse or expandthe section as appropriate.The up and down pointing arrows together indicate that the information in that column can be sorted.Page 12 of 48

Filing a MotionSlide 13 - Slide 13Slide notesSelect Cheryl Wilson, the filer of this motion.Page 13 of 48Wednesday, July 23, 2014

Filing a MotionWednesday, July 23, 2014Slide 14 - Slide 14Slide notesAfter selecting a filer, the filer Selected box is automatically populated. To delete a specific filerpreviously selected, you click the red X. To delete all filers previously selected, you click the Remove Alllink.Page 14 of 48

Filing a MotionSlide 15 - Slide 15Slide notesPage 15 of 48Wednesday, July 23, 2014

Filing a MotionWednesday, July 23, 2014Slide 16 - Slide 16Slide notesSince you're filing a motion, the next section allows you to select the relief being requested. Selectingthe relief is similar to the initial screen where you selected the document being filed. You have theoption of first filtering the relief list by selecting a relief category,or filter by typing the description of the relief, or search through and select the relief from the list. Sincethe relief is already visible, select "file amended brief".Page 16 of 48

Filing a MotionWednesday, July 23, 2014Slide 17 - Slide 17Slide notesAfter selecting a relief, the relief Selected box is automatically populated. To delete a specific reliefpreviously selected, you click the red X. To delete all the reliefs previously selected, you click theRemove All link.If your motion is requesting more than one relief, the selection process would be repeated.Page 17 of 48

Filing a MotionWednesday, July 23, 2014Slide 18 - Slide 18Slide notesFor your information, if multiple reliefs are selected, the Sequence field is populated. This allows you toreorder the list by clicking the appropriate up or down arrow. Click Continue to proceed with the filing.Page 18 of 48

Filing a MotionWednesday, July 23, 2014Slide 19 - Slide 19Slide notesSince you have completed the Attorney Filer and Requested Relief sections, they are collapsed. Ifneeded though, you could expand them by clicking the right pointing arrow. In the File a Document titlebar, in addition to the type of document,the relief selected is now shown on subsequent screens. The next sections are expanded. A servicedate can be manually entered or selected by clicking the calendar icon. Click the pop-up calendar.Page 19 of 48

Filing a MotionSlide 20 - Slide 20Slide notesSelect April 23rd.Page 20 of 48Wednesday, July 23, 2014

Filing a MotionWednesday, July 23, 2014Slide 21 - Slide 21Slide notesIn the next section, Upload Documents, click Browse to locate the PDF document to upload. Thisprocess is the same as before.Page 21 of 48

Filing a MotionSlide 22 - Slide 22Slide notesNavigate and locate the document to upload. Select the Motion PDF.Page 22 of 48Wednesday, July 23, 2014

Filing a MotionSlide 23 - Slide 23Slide notesClick Open.Page 23 of 48Wednesday, July 23, 2014

Filing a MotionWednesday, July 23, 2014Slide 24 - Slide 24Slide notesThe PDF document is validated and included in the Document list. The document name appears as alink, so you can click the name to open and view to verify the correct document was filed. To delete aspecific document uploaded, you click the red X.Clicking Remove All deletes all documents that have been uploaded with this motion.Page 24 of 48

Filing a MotionWednesday, July 23, 2014Slide 25 - Slide 25Slide notesIn this example, the next section prompts for the Number of Pages of the motion uploaded. Click thedrop-down arrow to expand the list.Page 25 of 48

Filing a MotionSlide 26 - Slide 26Slide notesSelect 11-15 for the number of pages.Page 26 of 48Wednesday, July 23, 2014

Filing a MotionSlide 27 - Slide 27Slide notesClick Continue.Page 27 of 48Wednesday, July 23, 2014

Filing a MotionWednesday, July 23, 2014Slide 28 - Preview Docket TextSlide notesThe next section is a preview of the docket text, built as you went through the different sections. It readsfine, so click Continue.Page 28 of 48

Filing a MotionWednesday, July 23, 2014Slide 29 - Final ReviewSlide notesThe last section, final review, summarizes everything that you selected in this filing; the case filed in;what was filed;.Page 29 of 48

Filing a MotionSlide 30 - Slide 30Slide notesPage 30 of 48Wednesday, July 23, 2014

Filing a MotionWednesday, July 23, 2014Slide 31 - Slide 31Slide notes.who filed the motion; the relief requested in the motion; the date the motion was served; a hyperlink tothe document that was uploaded; additional information to include in text, the number of pages of themotion;and finally, the text that will be included on the docket. As a final precaution, note the redacted warning.Make sure your documents have been redacted. If necessary, you can check the document by clickingthe document link to review it.Verify that the information for the filing is correct. If it is, you would click Submit. If the case filed in ortype of document selected is incorrect, you would click Cancel and start over. If changes need to bemade to other sections, you would click Edit.Page 31 of 48

Filing a MotionWednesday, July 23, 2014Slide 32 - Edit FilingSlide notesNotice the docket text reads, "Pages, 11-15" and looking at the motion that was uploaded, the pagecount is 1. Although you would have verified the correct file was selected when uploading,for this demonstration the wrong document was intentionally selected to demonstrate using the editfeature. You'll edit the Upload Documents section. Click Edit.Page 32 of 48

Filing a MotionSlide 33 - Slide 33Slide notesClick Upload Documents to edit this section.Page 33 of 48Wednesday, July 23, 2014

Filing a MotionWednesday, July 23, 2014Slide 34 - Slide 34Slide notesYou are going to replace this document with the correct one. Had there been multiple documentsuploaded, you could click Remove All to delete them all with a single click, or click the red X for eachone individually. Click the X to delete this incorrect document.Page 34 of 48

Filing a MotionSlide 35 - Slide 35Slide notesClick Browse to locate the PDF document to upload.Page 35 of 48Wednesday, July 23, 2014

Filing a MotionWednesday, July 23, 2014Slide 36 - Slide 36Slide notesAs a precaution, you should always verify that you are selecting the correct document. Select theMotion to File Amended Brief.Page 36 of 48

Filing a MotionSlide 37 - Slide 37Slide notesClick Open to upload the document.Page 37 of 48Wednesday, July 23, 2014

Filing a MotionSlide 38 - Slide 38Slide notesThe correct PDF document is included in the Document list.Page 38 of 48Wednesday, July 23, 2014

Filing a MotionSlide 39 - Slide 39Slide notesPage 39 of 48Wednesday, July 23, 2014

Filing a MotionSlide 40 - Slide 40Slide notesThat's the only change. Click Continue.Page 40 of 48Wednesday, July 23, 2014

Filing a MotionSlide 41 - Slide 41Slide notesYou get to preview the docket text again. Click Continue.Page 41 of 48Wednesday, July 23, 2014

Filing a MotionSlide 42 - Slide 42Slide notesThe Final Review section appears again. Scrolling down.Page 42 of 48Wednesday, July 23, 2014

Filing a MotionSlide 43 - Slide 43Slide notesPage 43 of 48Wednesday, July 23, 2014

Filing a MotionWednesday, July 23, 2014Slide 44 - Slide 44Slide notes.we now see that the docket text says 11-15 pages, and the motion to file amended brief that wasuploaded is 12 pages. The information for this filing is now correct. Click Submit to save this filing.Page 44 of 48

Filing a MotionSlide 45 - Slide 45Slide notesClick OK to acknowledge and close the confirmation dialog box.Page 45 of 48Wednesday, July 23, 2014

Filing a MotionWednesday, July 23, 2014Slide 46 - Slide 46Slide notesThe Notice of Docket Activity (or NDA) to be emailed to recipients is produced.Page 46 of 48

Filing a MotionWednesday, July 23, 2014Slide 47 - ExitSlide notesThis concludes this module on filing a motion. Click Exit when you're done.Page 47 of 48

Filing a MotionSlide 48 - Module InformationSlide notesPage 48 of 48Wednesday, July 23, 2014

Filing a Motion Wednesday, July 23, 2014 Slide 5 - File a Motion Slide notes The initial filing page opens. The window is divided into two panels. The left panel is where you'll enter the filing information. The right panel, which is new in NextGen CM/ECF, will contain party and

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