CMECF User Manual
CMECF User Manual
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NextGen CM/ECF Filing Agents

 

A "Filing Agent" is a user that can file on behalf of attorneys or trustees.  All filing agents must have their own PACER account and may be linked to multiple attorneys and trustees.  The filing agent will have the same access and permissions as the attorney or trustee. However, when the filing agent uses their login and password, the attorneys' or trustees' name will only appear in the docket text.

 

Filing Agents may receive emails, but only if the attorney or trustee places the filing agent's email address in their CM/ECF Maintain User Account.  See "Adding Additional Email Accounts in CM/ECF."

 

Process for Filing Agents:

  1. Register at PACER for an upgraded PACER account. Must register under Non-Attorney E-File Registration - OR - if you have a PACER account, upgrade your PACER account.

  2. Request e-filing privileges with the court through PACER - OR - if you have a CM/ECF login & Password you will Link your CM/ECF account to your PACER account. (This process is completed once the Court is live on NextGen CM/ECF)

  3. Once accepted, the attorney/trustee must link the filing agent to their CM/ECF account. Note: If an attorney/trustee had filing agents prior to NextGen, the filing agent is already linked to their CM/ECF. The attorney/trustee will only need to modify the permissions. (This process is completed once the Court is live on NextGen CM/ECF)

 

Select the appropriate link for the procedure that applies to you:

 

 

Filing Agent: Has a CM/ECF account but no PACER account

Steps

Procedure

If you have a CM/ECF account, but do not have your own PACER account, then you must create your own PACER account.  Once the court goes live, you will link your CM/ECF account with your PACER account.      

1

Register for a PACER Account. Must Register as Non-Attorney.

2

Once the Court goes live on NextGen, you will need to link your CM/ECF account with your PACER account.

3

Once your account is linked, your CM/ECF login and password are no longer valid to login to CM/ECF.  Instead you will use your PACER account.

4

The attorney or trustee will need to link the filing agent to their CM/ECF account.

  • In CM/ECF, Under UtilitiesMaintain Your ECF Account click on More user information and do a search on the Filing Agent.  

  • In the Find filing agent field, enter the name of the filing agent.

  • Once the name comes up, click Select.

  • Click on the filing agent's name once it has been linked and the Update Filing Agent Permissions box will come up.

  • The Internet Payment will default to N, change to Y > click Save.

  • Click on Return to Account Screen.

  • Click on Submit to save the changes.

 

Filing Agent: No CM/ECF account and no PACER account

Steps

Procedure

If you do not have a CM/ECF account, then you must create your own PACER account.  Once the court goes live, you will request permission to file with the Court.        

1

Register for a PACER Account. Must Register as Non-Attorney.

2

Once the Court goes live on NextGen, you will need to request permission to file with the Court.  

4

Once permission is given, your PACER account will be used to gain access to CM/ECF.

5

The attorney or trustee will need to link the filing agent to their CM/ECF account.

  • In CM/ECF, Under UtilitiesMaintain Your ECF Account click on More user information and do a search on the Filing Agent.  

  • In the Find filing agent field, enter the name of the filing agent.

  • Once the name comes up, click Select.

  • Click on the filing agent's name once it has been linked and the Update Filing Agent Permissions box will come up.

  • The Internet Payment will default to N, change to Y > click Save.

  • Click on Return to Account Screen.

  • Click on Submit to save the changes.

 

Filing Agent: Has a CM/ECF account and a PACER account

Steps

Procedure

If you have your own individual PACER account that was created prior to August 11, 2014 (also known as a legacy account), you must upgrade your account before you can electronically file in a NextGen CM/ECF court. If your account has been upgraded, start with Step 2.

1

Upgrade your PACER account

2

Once the Court goes live on NextGen, you will need to link your CM/ECF account with your PACER account.

3

Once your account is linked, your CM/ECF login and password are no longer valid to login to CM/ECF.  Instead you will use your PACER account.

4

The attorney or trustee will need to link the filing agent to their CM/ECF account.

  • In CM/ECF, Under UtilitiesMaintain Your ECF Account click on More user information and do a search on the Filing Agent.  

  • In the Find filing agent field, enter the name of the filing agent.

  • Once the name comes up, click Select.

  • Click on the filing agent's name once it has been linked and the Update Filing Agent Permissions box will come up.

  • The Internet Payment will default to N, change to Y > click Save.

  • Click on Return to Account Screen.

  • Click on Submit to save the changes.

 

 

Attorney or Trustee link filing agent to your own CM/ECF account

Steps

Procedures  

The attorney or trustee will need to link the filing agent to their CM/ECF account.

1

Once the court goes live and approves access for the Filing Agent, the respective attorney or trustee will need to link the filing agent  to their CM/ECF account.

 

  • In CM/ECF, Under UtilitiesMaintain You ECF Account click on More user information and do a search on the Filing Agent.  

  • In the Find filing agent field, enter the name of the filing agent.

  • Once the name comes up, click Select.

  • Click on the filing agents name once it has been linked and the Update Filing Agent Permissions box will come up.  

  • The Internet Payment will default to N, change to Y > click Save.

  • Click on Return to Account Screen.

  • Click on Submit to save the changes.


 

 

 

 

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