File document on a case (CP)

Part of

File and Download Documents

This Quick Reference Guide shows how to file a document to a case.

 

1. From CMS Portal Home page, click: File on One of My Cases. List of cases display.

 

Note: Only cases user previously filed on or requested access to, display.

 

2. For relevant case, click: File a Document. SubCases panel displays.

3. For relevant subcase, click: File a Document. Add Document screen displays.

4. To identify filing, type reference in My Reference field.

5. Complete required panels and fields.

 

Panel:  Add Document

• Code/Name: Type document Code or Name and select document from the list. Note: Use magnifying glass icon to look up document. Further fields display, depending on which document is selected.
• Upload Document: Click: Choose File and attach PDF document.
• Filed by: Select filing party or type name in Add Filed by panel.
• Representation: Select filing party's legal representation if applicable. To add representation, click: Add Representation.
• Related Case: Select if required. Note: For Reports and Affidavit of Service documents, additional mandatory fields display.

 

6. Click: Proceed. Confirmation of Filing screen displays.

 

Note: Document can be accessed through My Account screen.