with File & ServeXpress
No Need to Repeat Yourself
If you find yourself filing similar cases over-and-over again or writing the same information throughout multiple filings, Templates are the tool for you.
Templates are pre-filled eFilings you create to reduce manual entry for common transactions. Instead of entering names, addresses, locations, or any other data every filing, just open a template, fill it in, and get on with your day.
Who are eFiling Templates For?
Templates are for any filer that works on similar transactions repeatedly. This includes anyone that specializes in a specific case type or location, like divorce and real estate attorneys that regularly files into new yet similar cases.
Additionally, templates are helpful for any law firm looking to reduce data entry errors or manual data input in general. Consider it like auto-fill for eFiling.
How Do eFiling Templates Work?
Templates can be created by and shared with anyone in your organization. Here’s how to get started:
Go to the Templates Page
You can access the templates page from the “filing menu”. From the Filing Templates page, you can use or create a new template.
Create and name a new Template
Consider using a consistent naming scheme for your templates to make searches effective.
Fill in the data you want written to the template
The template creation flow matches the standard eFiling structure. Just complete any section you want included.
The Template flow auto-saves every step, so feel free to leave and finish it later if needed.
Add stand-in documents for expected filings
Stand-in documents ensure you never forget to include a file and help guide new filers through the upload procedure.
Use your completed templates!
You can use, edit, or copy any existing Templates created by you or others in your organization.
And create as many Templates as you want; there’s no max limit and they are completely free.
eFiling Templates Overview
Want to take a deep dive on how eFiling templates work? Watch our full eFiling Templates Webinar below:
eFiling Templates FAQ
Templates can be shared with your whole organization. They will all appear on the same page and are searchable.
All templates are stored in a single searchable list. So the best way to ensure you can find the template you need is to name it strategically. Include information specific to the template in the title such as:
- Representing Attorney’s Name
- Case Type
- Court/County Name
Additionally, it helps to have a consistent naming convention for the whole organization. That way, no matter who creates a template, you can ensure the template can be searched for easily without memorizing names. It’s much easier to remember a pattern (ex: attorney-case-county) than it is specific template names.
Templates have no additional cost. They are part of our law-firm focused eFiling toolset available to all users.
There are no limits to the number of templates you can create. So feel free to make templates specific to attorneys, case types, counties, or any other option you want consistent across filings.
To complete the entire filing flow, you must add at least one stand-in document.
You may want to add more as a measure to reduce incomplete filings. Stand-in documents can act as a guide to the filer and remind them what needs to be included.
If you have no interest in adding stand-in documents, you can opt to fill in the template for just the leading steps. These include the case initiation (choosing jurisdiction, case-type, etc.) and filling out party information. Templates auto-save as you move step to step, so just exit the template creator once you hit the document upload page.
Templates currently only function for new case filings. However, we are interested in hearing how law firms could use templates for existing cases. If you would be interested in this kind of workflow, feel free to contact us with your thoughts.
Templates will be available August 10th, 2023.
Additional Features by FSX
Low Hassle eFiling for
Filings of Any Size
Our eFiling solutions are designed to minimize the actions required for document uploads through automatic PDF conversions and title entry.
You Can Track
Efficiently eServe all parties for filing transactions or independently serve discovery documents and more. We provide instant proof of service and a verifiable audit trail.
Document Management That Keeps Up
Secure, real-time access to all filed and served documents within a case. Search through cases of your own or others across the country with our advanced search tools.
Let’s Get Started
FSX has filing solutions available nationwide.
We’re happy to help! Contact us below.