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eFiling Tutorial - Broward County Guardianship Association

eFiling Tutorial - Broward County Guardianship Association

eFiling Tutorial - Broward County Guardianship Association

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Florida Courts <strong>eFiling</strong> Portal<br />

Florida Courts <strong>eFiling</strong> Portal<br />

17 th Judicial Circuit Smart Forms


System Requirements<br />

User Registration<br />

Administrator Management<br />

Submitting your filing<br />

Notifications<br />

Smart forms<br />

Support


Internet Connection and Browser<br />

• Firefox and Internet Explorer work fine<br />

Scanner: any relatively recent model<br />

• Recommended: self-feedingfeeding one<br />

Adobe Reader and/or MS Word<br />

• Recommended: Adobe Pro<br />

Microsoft Word<br />

• Needed if you do not have Adobe Pro


Visit www.myflcourtaccess.com to register an<br />

account.<br />

Currently, only Florida Bar registered attorneys<br />

can register to use the portal<br />

◦ Judges, Paralegals, Self-represented litigants<br />

addressed by sub-committee of efiling authority<br />

You can associate three email addresses with<br />

one account.<br />

Create an inbox rule in outlook so you<br />

don’t miss any notifications!


Probate, Trust, <strong>Guardianship</strong>, Mental Health<br />

(including involuntary commitment cases)<br />

More than one ‘lead document’ on a single<br />

case<br />

All supporting documentation, exhibits must<br />

be included in the file you upload as the lead<br />

document.


No follow up filing for <strong>Broward</strong> except for the<br />

following original i documents:<br />

◦ Last Will and Testament for estate cases;<br />

◦ Last Will and Testament deposited with the Clerk;<br />

◦ Pre-need Guardian Declarations;<br />

◦ Bonds;<br />

◦ Death certificates;<br />

◦ Returns of service;<br />

◦ Documents ordered by the Court; and<br />

◦ Oi Original i ldocuments required dby law or rule of<br />

procedure to be filed with the Clerk (17 th Judicial<br />

Circuit Administrative Order Number 2011-26-PRC ).


You have two options for <strong>eFiling</strong>: Existing Case or New<br />

Case<br />

<strong>Broward</strong> <strong>County</strong> is not supporting Simple E-<br />

Filing so you will not find <strong>Broward</strong> in the county<br />

drop down menu.


Choose the Court<br />

type and select case<br />

type.<br />

The sub types will<br />

relate to the case<br />

type you select.


You will be prompted to enter a case number for existing cases.<br />

The Portal will pull case and party information and populate this<br />

page immediately.<br />

Case number format is CaSe SeNsItIvE!


For New Cases:<br />

You must add parties.<br />

The system will indicate<br />

which parties are required.<br />

The parties will auto populate on existing cases. Do not<br />

enter parties on existing cases, even if the party you<br />

are filing on behalf of does not appear in the list.


Select the Role of your Party.<br />

◦ “Primary Party”: ward, decedent, d etc.<br />

◦ “Filed on behalf of”: the payor (used by the Portal in the<br />

event a refund must be issued)<br />

You may also search registered filers and add them<br />

as parties.


You can serve parties via the Portal. Just select electronic under<br />

service options and they will receive an email with the PDF document<br />

attached.


Select Add Document


Choose Document Group ‘All’ and then find the pleading you<br />

are filing. You can press a key to jump to that letter of the alphabet.<br />

Upload your document.<br />

Acceptable document<br />

formats are PDF and<br />

MS Word.


The document<br />

will appear in the<br />

list. You can add<br />

more lead<br />

documents to<br />

this case by<br />

selecting Add<br />

Document again.<br />

Attachments, supporting documentation and proposed orders<br />

, pp g p p<br />

Must be included in the same file. Please make sure to create<br />

PDFs as pages rather than “run-on” documents.


Adobe Pro Required<br />

Merge multiple PDF files on your computer into one<br />

without printing and scanning<br />

Demo!<br />

Open the first PDF that you want to include and select<br />

‘File.’ From that menu, select ‘Create PDF.’ From that<br />

menu, select ‘From multiple files.’<br />

You will be prompted to select the additional PDF files that<br />

you want to include, i.e. supporting attachments, exhibits<br />

and proposed orders, letters.<br />

You can arrange the order of the documents by selecting<br />

the document and either drag/drop or move it up and<br />

down in the list with the buttons.<br />

Don’t forget to check off the box marked ‘Include all open<br />

PDFs’


Enter Payment Information. You can save credit card information.<br />

Acceptable Payment Types: Mastercard, Amex, Discover, ACH.<br />

No VISA.<br />

Review the filing and Submit.<br />

You can verify the file name(s) of your document(s) at the bottom of<br />

the review page prior to submitting the filing.


You will receive two emails.<br />

◦ The first will indicate successful transmission of your<br />

document to the Portal/Clerk.<br />

◦ The second will notify you of the Clerk’s action, i.e.<br />

acceptance or rejection.<br />

Your filing log will be updated.<br />

You will be able to view the document from your<br />

filing log the following business day.<br />

If you do not receive notification of the<br />

acceptance or rejection within 24 hours of<br />

submission, send an email to<br />

efiling@browardclerk.org fl l with the reference<br />

number of your filing in the subject line.


Documents submitted for more than one case.<br />

Case style referenced incorrect jurisdiction.<br />

i<br />

Documents filed as new case relate to an existing<br />

case.<br />

The case/cause number on the document was<br />

incorrect.<br />

Cover letter preceded lead document.<br />

The document cannot be eFiled.<br />

Resubmit unsigned, proposed order as an<br />

attachment with a letter or motion as lead<br />

document.


Rejected at request of filer.<br />

Scanning requirements not met: 8.5” x 11”,<br />

scanned right-side id up, 300 dpi resolution,<br />

and in sequence.<br />

Social security or bank account number<br />

included more than last 4 digits.


Documents were not signed with “/s/John<br />

Doe” or by hand and scanned.<br />

Additional i case parties were added.<br />

d<br />

Filing requires Probate and <strong>Guardianship</strong><br />

Smart Form available at<br />

www.17th.flcourts.org/court.<br />

Confidential documents submitted without<br />

proper notice.<br />

Fee waiver rejected.


Submit request to the Clerk’s office for true<br />

and certified copies<br />

◦ Enhancement request


Initial <strong>Guardianship</strong> Plan<br />

<br />

Simplified Annual Accounting<br />

Employee Statement With A Fiduciary Obligation To A<br />

Ward<br />

Annual <strong>Guardianship</strong> Investigation Checklist - Non<br />

Professional<br />

Annual <strong>Guardianship</strong> Investigation Checklist -<br />

Professional<br />

<br />

Professional <strong>Guardianship</strong> Checklist - Additional i Appointments<br />

Petition For Order Authorizing Payment Of Attorney's<br />

Fee And Expenses<br />

Petition For Order Authorizing Payment Of<br />

Compensation And Expenses Of Guardian<br />

Other forms will be added as they are developed.


Coming soon!<br />

◦ Annual Plan<br />

◦ Application for Appointment as Guardian<br />

◦ Corporate Guardian Disclosure Statement<br />

◦ Initial Inventory<br />

◦ Annual Accounting


Access via 17 th Judicial Circuit Website<br />

(Probate <strong>eFiling</strong>)<br />

Select form from list presented<br />

Financial forms will calculate<br />

Fill in all fields<br />

◦ Case number format PRCYYNNNNNNN no P-RC-YY-<br />

NNNNNNN<br />

◦ Division is a number entry<br />

• Grossman 60<br />

• Greene 61<br />

• Speiser 62


After you finish, review the form for errors (mistakes must be<br />

Corrected at this level) and then press ‘Save.’ This will submit<br />

your data to the Court.<br />

Step One


You will see a prompt indicating document was saved successfully.<br />

Alternatively, the form will prompt you to correct errors or omissions.<br />

Step Two<br />

After you save the document, press PDF to create the PDF form.<br />

Once the PDF is created, you must refresh the web form to create<br />

a new form or change an entry.


A PDF of the form will open up in your browser. Use the menu<br />

to save and print the form.


The bar code on the lower right corner of the first page is<br />

used by the Court to identify and activate the previously<br />

stored data.


The use of “/s/John Doe” is still supported.<br />

Can also sign, scan & upload.<br />

Must maintain originals minimum of one (1)<br />

year after final disposition i i and time for<br />

appeal of the case.<br />

No <strong>eFiling</strong> certification clause necessary.


Registration issues or technical problems with<br />

Florida Courts ePortal: send an email to<br />

support@myflcourtaccess.com<br />

Did not receive notification of clerk action: send<br />

an email to efiling@browardclerk.org with your<br />

reference number in the subject line<br />

Questions about clerk action: contact Allison<br />

Woodham at 954-831-7331<br />

Smart Form or general questions: send an email<br />

efileinfo@17th.flcourts.org or call Christin<br />

Gallardo at 954-831-6340


www.17th.flcourts.org Probate <strong>eFiling</strong> web<br />

page<br />

www.browardclerk.org<br />

www.myflcourtaccess.com Filer<br />

documentation link at bottom of page


The 17<br />

th Judicial Circuit and <strong>Broward</strong> Clerk of Court<br />

thank you for your continued support of our <strong>eFiling</strong> efforts.

Hooray! Your file is uploaded and ready to be published.

Saved successfully!

Ooh no, something went wrong!