File Information Exchange Document on Family Case

Part of

Request Conciliation Conference, File and Download Documents

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.

• Code/Name: Type document Code or Name and select document from list.
  Note: Use magnifying glass icon to look up document.

• Upload Document:  Click: Choose File and attach PDF document

6. Type document Code or Name to display document in list.

8. Complete relevant additional fields
    Note: Further fields display, depending on which document is selected.

Additional Panels - CC Addendum Report

• Filed by:  Select filing party or type name in Add Filed By panel.
  Note: To set Add Filed By person as the new worker select Yes for 'Set new worker as the current case assigned worker?'

• Related Hearings: Expand the Related Hearings panel and select the related Conciliation Conference date.

• Additional Documents: Type document Code or Name and select document from list.
  Note: Use magnifying glass icon to look up document Additional Documents - Consent Form.

Additional Panels - CC Information Exchange Document

• Filed by: Select filing party or type name in Add Filed By panel.

• Representation: Select filing party's legal representation if applicable. To ad representation, click: Add Representation.

• Related Hearings: Expand the Related Hearings panel and select the related Conciliation Conference date.

• Additional Documents: Type document Code or Name and select document from list.
  Note: Use magnifying glass icon to look up document Additional Documents - Consent Form.

8. Click: Proceed. Confirmation of Filing screen displays.
    Note: Document can be accessed and filing status can viewed through My Account
    screen.