Creating Filing Agents

 

CM/ECF v4.1 provides the capability  for attorneys to create Filing AgentsFiling Agents can be created if an attorney has more than one paralegal/secretary filing on their behalf.  By creating Filing Agents, more than one agent at a time can file documents on behalf of the attorney.  Previously, only one agent could be in the system docketing on behalf of the attorney. 

STEPS TO CREATE A FILING AGENT

STEP 1     Click on Utilities on the CM/ECF Menu Bar.

STEP 2     Click on Maintain Your ECF Account

STEP 3     The Maintain User Account screen displays, at the bottom of the screen, Click on the box More User Information.

STEP 4         Enter the last name of the Filing Agent that will be assigned a password, Click on the magnifying glass to do a search.  A pop-up box will display.  If the correct person is listed here, choose that filing agent.  If the person being added is not listed here, at the bottom of the box, click on the link, Create a new filing agent.  

STEP 5     Filing Agent Information screen displays, create a login and complete the information screen to include name, address, phone numbers.  It is not necessary to complete the SSN/ITIN or DOB boxes.  Filing Agents can be associated with several other Attorneys, Trustees, etc.  Click on Submit

STEP 6     A message from webpage will display, indicating that the Filing Agent has been added to your account after you submit your changes.

HOW TO REMOVE A FILING AGENT

Follow Steps, 1, 2, 3, 4. At Step 4 once a search is performed of the Filing Agent's name a screen will display with the agents name, address, phone number.  Uncheck the box to remove a Filing Agent.

CHANGING AGENTS

If a Filing Agent files on behalf of several attorneys, the agent will receive a drop down box to select the person they are filing on behalf of.  Once a filing agent logs into CM/ECF they will have the capability to switch between the attorneys they are associated with by clicking on the icon next to their name on the top left side of the screen.