# Presentation: 543858

***CM/ECF District Version 3.1***
***MAJOR FEATURES***

## Major Features of Version 3.1

- Event search from Main Menu
- Cascading menus
- Event search from event category
- Case number search
- Docket Order on Motion events from Docket Sheet or Motions Report
- Regenerate Notices of Electronic Filing
- Abridged Docket Reports
- Attorney/Judge/Firm Reports

## Searching for an Event from the Main Menu

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- A Search option has been added to the CM/ECF main menu.

## Searching for an Event from the Main Menu

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- Clicking on Search displays the Search Menus and Events window.

- In this window enter all or part of the name of the event to be found.  For example, to find an Objection to Report and Recommendations event, type “objection” in the box and click the Search button.

## Searching for an Event from the Main Menu

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- CM/ECF will display a list of events which contain the entered word or string of words and the menu on which the event can be found.

-  To continue docketing, simply click on the appropriate event.

- Civil Events

- Criminal Events

## Cascading Menus

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- A cascading menu system, available to both court and attorney users has been added.  Users have the option of using the new cascading menus or continuing to use the existing static menus.

- Notice the Civil, Criminal, Reports, and Utilities selections have a down arrow next to them, which indicates the presence of a sub-menu.

- Sub-menu down arrow

## Cascading Menus 

***Cascading Menus ***

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- Placing the mouse pointer over one of the menu options displays the menu’s sub-menu.

- To use the keyboard to display a sub-menu, press and hold the **ALT** key together with the underlined letter in the menu name (ALT + C).

## Cascading Menus 

***Cascading Menus ***

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- A sub-menu may have its own sub-menu, as indicated by the arrow to the right of the menu name.

- Placing the mouse pointer over a primary sub-menu option displays the lower level sub-menu. Click the desired menu category to display the events on that menu.

## Searching for an Event within a Category

***Searching for an Event within a Category***

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- After selecting an event category, CM/ECF will display a list of events within the category and an event search box.

## Searching for an Event within a Category

***Searching for an Event within a Category***

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- To find an event within the category, either scroll down the list or in the search box type all or part of a word from the name of the event.

- Search  for event... OR

- Scroll Event pick-list

## Searching for an Event within a Category 

***Searching for an Event within a Category****** ***

** **

- For example, to locate the pretrial conference event,  type “pre” in the search box. CM/ECF will display a list of events which have a word starting with the letters entered.  Click on the desired event to select it from the list.

- Note:  The search will begin with the first letter typed; therefore, the search function does not accommodate the use of wildcard characters.

## Searching for an Event within a Category 

***Searching for an Event within a Category****** ***

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- The selected event will be added to the Selected Events box, and the list of available events will again be displayed.

## Searching for an Event within a Category 

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- Continue with event selection until all necessary events have been added to the Selected Events box. If an incorrect event is selected, click on the event to remove it from the list.

- Once all of the necessary events have been selected, click the [Next] button to continue.

- Can select multiple events.

## Searching for a Case Number 

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- The Case Number look-up screen has been modified to reduce the number of screens a user must navigate to find a full case number.

- After a partial case number is entered, the screen shown on the next slide will automatically display.

- Notice the grayed out Next button.

## Searching for a Case Number 

- Once the partial case number is entered, users would click the Find This Case button to begin the case number look-up process**. **

- The Next button  remains grayed out until a full case number is selected.

## Searching for a Case Number 

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- When only a portion of a case number is entered, all possible case number matches will display on the same screen as the initial look-up field.

- Once the full case number is located, select the proper case number checkbox to continue with docketing.

- Selecting a case number checkbox activates the Next button.

## Docketing an Order on Motion from the Docket Sheet  or the Motions Report

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- Both the Docket Sheet and Motion reports have been modified to allow **pending** motions to be ruled on directly from the report.  A gavel icon to the left of the document number designates a pending motion.

## Docketing an Order on Motion from the Docket Sheet or the Motions Report 

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- Clicking on the gavel icon will launch the Order on Motion event.

- An order docketed through the report will send a NEF and, when appropriate, terminate the motion.  However, only one motion can be selected and ruled on at a time.

## Resending Notices of Electronic Filing (NEFs)

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- Version 3.1 provides the ability to regenerate a Notice of Electronic Filing (NEF) for a specific case or date range.

- If Generate NEFs for a  case is selected, the Date prompt is replaced with a Case Number prompt.

- Specific case OR date range

## Resending Notices of Electronic Filing (NEFs)

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- Select the events for which the notice should be resent by clicking the check box at the left of the event.

- In cases that contain sealed or private entries, the check box for those entries will be grayed out, indicating the NEF cannot be regenerated.
- Click the yellow icon at the right of the event to display the original NEF recipients and to add or delete recipients for the regenerated NEF.

## Resending Notices of Electronic Filing (NEFs)

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- When the related events have been selected and the [Regenerate NEF] button at the bottom of the screen is clicked, CM/ECF regenerates the NEFs and displays a confirmation message.

- All entries that are selected to resend a NEF will also generate a receipt. Receipts will display as silver ball hyperlinks.

## Abridged Docket Sheets

***Abridged Docket Sheets***

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- The docket sheet report has been modified to allow the creation of an Abridged Docket report.

- If the Create abridged docket report option is selected, the report will run with check boxes beside each docket entry.

## Abridged Docket Sheets 

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- Select the entries to be included on the Abridged Docket report, enter a name for the report, and then save the report.

- The Expiration date field will default to 60 days from the report creation date, however; the date can be modified.

## New Reports

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**Attorney/Judge Report**
-  Use to determine:
- judges hearing **specific attorney** cases,
- attorneys trying cases before a **specific judge**, or
- cases in which both a **specific attorney** and a **specific judge **are case participants.

- Pending/Terminated Cases
- Active/Terminated Attorneys

## New Reports 

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**Attorney/Judge Report**
- If both an attorney and a judge are selected, the report is sorted by case number and will list only cases in which both are a participant.

## New Reports

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**Firm/Judge Report**
-  Use to determine:
- all judges hearing cases in which attorneys in a **specific firm** are participants,
- firms with attorneys trying cases before a **specific judge**, or
- cases in which attorneys for a **specific firm** are trying cases before a      **specific judge**.

- The Law Firm list will be populated with all database firm names

## New Reports

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**Firm/Judge Report**
- The report will sort by case number and also display the attorney representing the firm.

## New Reports

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**Firm/Attorney Report**
- Used to determine:
- all attorneys linked to a **specific firm **or,
- all firms associated with a **specific attorney**.

- Enter Attorney and/or select Firm information

## New Reports

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**Firm/Attorney Report**
- If searching by Law Firm, the report will return a list of linked attorneys.

## New Reports

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**Firm/Attorney Report**
- The report will sort in case number order by either attorney and/or firm, depending on the search criteria.