File document on a case
Portal Quick Reference Guide
Purpose
Quick Reference Guide shows how to: File document on a case
File document on 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.
Resources:
See User Guides:
View and action case
Request case access
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File document on a case
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.
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File document on a case
5. Complete required panels and fields.
Panel: Add Document
Field: Action:
Code/Name Type document Code or Name and select document from
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
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File document on a case
Additional Panels
Field: Action:
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:
Affidavit of service:
Related documents
Reports:
Are you seeking to restrict access to parties?
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File document on a case
6. Click: Proceed
Confirmation of Filing screen displays:
Note:
Document can be accessed through My Account screen.
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