Using the Case Party Templates Feature

If you have a client or an entity for or against which you frequently initiate actions it would save time and reduce errors to save the party name and address information. This would enable your firm filers to use the saved info instead of having to manual enter it for each new case.

That is what the FileTime Case Party Template feature enables and this is how to use it.

Create a Case Party Template

You can also save a Case Party Template while entering a case party as you will see further down.

From Workspace on the top navigation menu, click the Templates button on the sub-menu.

Then click the Case Party Template button on the drop-down menu.

Initially you will see no templates on the Case Party Templates page. However, from this page you can add new case party templates, edit any case party templates you have created, and delete them as necessary.

Be sure to click the Save Changes button if you make any changes to a template.

Click the Add Case Party Template button to start a new page.

Complete the ensuing Case Party Template page and save it to complete the template creating process.

Using a Case Party Template During a Submission

When you are entering case parties information during the submission process any templates you, or other firm members, have created will be accessible to you.

In this example, we entered the first few letters of the case party template name: Great State Insurance Company.

FileTime presents the template option to you... just click on the name of the template.

The name and address information for the case party template automatically populate the Add Case Party page for you.

If you need to enter another party click the Save and Add New Party button.

Click the Save and Add as Template button if you did not use a template for this case party but want to save it as a new template.

Click the Save button if you are finished adding case parties.

 

eFiling

  1. Return for Correction Filings
  2. Why Am I not Able to eFile?
  3. Is Silverlight a system requirement for efiling?
  4. What Does Returned for Correction Mean?
  5. Clerks Can Make Changes to eFilings
  6. Missed Deadline Because of An eFiling System Failure
  7. How do I Submit a Filing for a new case?
  8. After submitting the filing, what happens next?
  9. How do I cancel a Filing?
  10. How do I resume a canceled filing?
  11. Can I file at any time of day or night?
  12. Can the system be used to initiate cases or to file into existing cases?
  13. How do I add a party to a case?
  14. What is a filing code?
  15. Why isn't case available for filing?
  16. How to get bank to remove (pre-authorization) fees for a rejected filing
  17. What do I do when my filing exceeds the maximum file size?
  18. eFilers Can Direct Additional Copies of Status Emails
  19. Viewing the Case Service Contacts History
  20. Associating Service Recipients with Case Parties
  21. Guidelines for eFiling
  22. How to eFile Medical Records
  23. Time Sensitive Filing Rejected
  24. How to Use the Archive Feature
  25. Using the Case Party Templates Feature
  26. Failed vs Returned for Correction Filings
  27. Archiving old Cases, Submissions, Filings
  28. View the Case Service Contacts/Recipients List before eFiling
  29. FileTime FREE Fax Service
  30. Manage Your Firm's Case Service Contacts
  31. How to I see all the filings in this case and open all of the documents?
  32. Send an Administrative Copy of eService Notifications to Your Legal Assistant
  33. What is the purpose of the Courtesy Copy feature in FileTime?
  34. Document contains Invalid Fonts
  35. PDF document security alert
  36. Where to enter my Case Title
  37. Can I search by case or by Case Party?
  38. Document contains fillable-text fields
  39. How do I update or change a case party name?
  40. Can I go back and add the case style to a submission?
  41. Why did the Repair button show up when I uploaded my document?
  42. How to pay an unpaid eFiling Fee?
  43. How to file as a court receiver?
  44. How to change the case party represented by counsel?
  45. How to obtain my court assignment and cause number?
  46. Refund submission fees for indigent filing?
  47. How to combine searchable and non-searchable PDF files?
  48. How to eFile a document containing sensitive data in Harris District
  49. How to resubmit a returned for correction filing
  50. How to resolve a Failed Filing
  51. Error: Unknown filing codes not allowed
  52. Why no File button for a case?
  53. Document seems to be stuck on 100%.
  54. How to pay outstanding court fees by eFiling
  55. Not able to upload file
  56. How to print a proof of submission in FileTime
  57. My payment account does not display
  58. You need to update the security on your web site
  59. How do I view the archive file?
  60. Filing Still Showing Submitted
  61. Can I eFile into a case "Under-Seal?"
  62. Why was my filing rejected?
  63. What is the difference between "rejected" status and "submission failed" status?

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