eFile and Serve: Answers to FAQ and Webinar Recording

ICYMI, a recording of the Oregon Judicial Department (OJD) eFile & Serve webinar is available on YouTube. The webinar covered:

  • File & Serve upgrade
  • eSignatures by nonfilers
  • Filer certifications and retention requirements
  • eFiling exhibits for remote trials/hearings
    • Filing requirements
    • Bookmarking a PDF
    • Creating a linked index
  • eFiling pointers
  • Resources for technical support and questions

View the slides on my post from April 13 or access a downloadable PDF here.

Q & A Session – eFile & Serve

Here are the answers and questions from the program

Thanks again to OJD Assistant General Counsel Sam Dupree for doing this! Download a PDF of the Q & A here.

All Rights Reserved 2020 Beverly Michaelis

eFile and Serve Webinar from OJD

Below are the slides from the eFile & Serve webinar offered by the Oregon Judicial Department (OJD) last week. This webinar covers the following:

  • File & Serve upgrade
  • eSignatures by nonfilers
  • Filer certifications and retention requirements
  • eFiling exhibits for remote trials/hearings
    • Filing requirements
    • Bookmarking a PDF
    • Creating a linked index
  • eFiling pointers
  • Resources for technical support and questions

Did you miss the OJD webinars? Recordings will be available shortly.

Many thanks to Sam Dupree for doing this! A downloadable PDF of the slides may be found here.

All Rights Reserved 2020 Beverly Michaelis

OJD Webinars on New Court Rules Today and Tomorrow

New eSignature and Remote Hearing Rules

On Friday, March 27, 2020 Chief Justice Walters amended CJO 20-006, which in section 7 allows parties to electronically file exhibits for remote hearings. In addition, CJO 20-008 allows filers to submit declarations signed by non-filers using eSignatures. In eCourt parlance, “non-filers” are represented parties and non-party declarants.

OJD Webinars Today and Tomorrow – Sign Up Now!

OJD is holding webinars to go over these changes on Monday, April 6, 2020 from 12:00 PM to 1:00 PM and Tuesday, April 7, 2020 from 4:00 PM to 5:00 PM. If you are unable to attend at either of these times, the webinars will be recorded.

Register now!

Questions, Concerns, or Comments About the New UTCRs

Please send your questions, comments and feedback to: oeto.webinar@ojd.state.or.us.

File & Serve Upgrade Postponed

The File & Serve upgrade originally scheduled for April 10, 2020 is postponed. If there is sufficient time during the eSignature and remote hearing webinars, OJD staff will cover this topic.

When is the Upgrade Happening?

Hopefully in June. Watch for announcements via email and in the News section of the OSB website. When the upgrade occurs, File & Serve will be offline for at least 4 hours.

How is File & Serve Changing?

The new version of File & Serve will look and function the same as the current version of File & Serve. The only substantive difference will be the addition of case subtypes as a filing option.

The new version of File & Serve has other optional features that will be evaluated after the upgrade. If OJD decides to add other optional features it will provide notice to all filers before the changes are made.

What Do I Need to Do?

Nothing for now. OJD will host specific File & Serve webinars prior to the upgrade. More details will be provided in the coming months.

All Rights Reserved 2020 Beverly Michaelis

eChecks and eCourt

The most recent issue of the Capitol Insider reminded bar members that OJD eFiling now accepts electronic checks (eChecks) as a payment method.  You can setup an eCheck account at the OJD HTML 5 eFiling Site.  (If you’re still using the “Silverlight” version of OJD eFiling go here.)

What are eChecks?

The term “eCheck” attempts to lend a familiar name to a new(er) process, but the descriptor also leads to confusion.  

What eChecks are not

  • eChecks are not “checks” in the traditional sense. 
  • They require no special setup.
  • There is no cost to using eChecks.
  • You don’t have to visit your bank to start using eChecks.

What eChecks Are

  • A way to send electronic payments directly from your bank account.
  • Equivalent to electronic transfers or ACH payments.
  • Used by merchants like PayPal.

What do I need to know to pay by eCheck?

If you have a bank account and know your routing and account numbers, you can pay by eCheck.

HOW QUICKLY DO ECHECK TRANSACTIONS CLEAR MY BANK?

eCheck payments generally clear within 24-48 hours.

Are there any advantages to using eChecks?

Yes!

  • The May issue of the Capitol Insider reports that using eChecks will “keep costs down and limit future increases in filing fees.” This makes sense because eChecks eliminate credit card processing fees. Paying by eCheck is free to both parties – the payor/eFiler and the payee/OJD. It is a bank-to-bank transaction.
  • Bookkeeping will be simpler for OSB eFilers. Paying eFiling fees by credit card requires the extra step of reconciling your credit card statement to your eCourt account. And there is also the matter of billing. Even if you bill or post a filing fee expense to your client’s account when it is incurred, this only improves the timing of your reimbursement – it doesn’t shorten the accounting steps.
  • You now have the flexibility to easily use your trust account as a source of paying filing fees. (A debit card tied to your trust account is also permissible, but be sure to take proper steps to protect client funds.)
  • Lawyers who don’t have credit cards won’t be forced to get one just to use the OJD eFiling system.
  • Lawyers who can’t get credit cards will no longer be penalized.
  • Firms won’t have to set up special reminders to renew or update credit card information in OJD eFiling accounts, since routing and bank account numbers never expire. Do remember to update your payment information if you change banks!

Do you currently have a debit or credit card dedicated to paying eCourt filing fees?

If yes, and you make the switch to eChecks, quit using your debit or credit card for eCourt filing fees. This starts the process of closing your account. Verify that all pending transactions have been processed. Reconcile your final card statement, bill clients, then wait an additional month before you direct your bank or processor cancel your account. There should be no more debit or credit activity during this time. Assuming all transactions are accounted for, close your account. Remember to delete your debit or credit card from the OJD eFiling system.

NOTE

If your debit/credit card is used for other purposes beyond paying eCourt fees, ignore this advice.

How do I set up eCheck payments?

Users can create an eCheck payment account under Payment Accounts in FIRM ADMIN. If you need help with this process on the HMTL 5 site, download the Firm Administrator Guide 3.15 available here.  You can also get help with this step from the vendor, Tyler Technologies:

New Terms of Use

With the addition of eChecks as a payment method, the OJD and Tyler Technologies Terms of Use have been updated. View the new TOU here

All Rights Reserved 2017 Beverly Michaelis