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NextGen - Process for Filing Agents

Process for Filing Agents

Upgrade a current PACER account or Register for an upgraded PACER account. Filing Agents MUST register under Non-Attorney E-File Registration.

After the court goes LIVE, request E-filing privileges with the court through PACER, or if you already have a CM/ECF login and password, link your CM/ECF account to your PACER account.

The attorney or trustee must link the filing agent to their CM/ECF account. Note: If an attorney or trustee had filing agents prior to NextGen, the filing agent is already linked to their CM/ECF account. The attorney/trustee will only need to modify the filing agent's permissions.

See below for different scenarios that will assist you in the process:

Filing Agent: Has a CM/ECF Account but No PACER Account

  1. Register for a Non-Attorney PACER account.
  2. Link PACER TO CM/ECF.
  3. Attorney or Trustee links Filing Agent to CM/ECF account.
    1. Click Utilities > Your Accounts > Maintain Your ECF Account > More User Information
    2. In the Find Filing Agent field, enter the name of the Filing Agent and click the search icon.
    3. Select Filing Agent.
    4. Click on the Filing Agent's name once it has been linked, and the Update Filing Agent Permissions box will appear.
    5. Change Internet Payment to Y and click Save.
    6. Click Return to Account Screen.
    7. Click Submit.

Filing Agent: Has a CM/ECF Account and a PACER Account

  1. Upgrade your PACER account.
  2. Link PACER to CM/ECF account.
  3. Attorney or Trustee links Filing Agent to CM/ECF account.
    1. Click Utilities > Your Accounts > Maintain Your ECF Account > More User Information
    2. In the Find Filing Agent field, enter the name of the Filing Agent and click the search icon.
    3. Select Filing Agent.
    4. Click on the Filing Agent's name once it has been linked, and the Update Filing Agent Permissions box will appear.
    5. Change Internet Payment to Y and click Save.
    6. Click Return to Account Screen.
    7. Click Submit.

Filing Agent: No CM/ECF Account and No PACER Account

  1. Register for a Non-Attorney PACER account.
  2. Register for a CM/ECF account.
  3. Attorney or Trustee links Filing Agent to CM/ECF account.
    1. Click Utilities > Your Accounts > Maintain Your ECF Account > More User Information
    2. In the Find Filing Agent field, enter the name of the Filing Agent and click the search icon.
    3. Select Filing Agent.
    4. Click on the Filing Agent's name once it has been linked, and the Update Filing Agent Permissions box will appear.
    5. Change Internet Payment to Y and click Save.
    6. Click Return to Account Screen.
    7. Click Submit.

Attorney or Trustee: Linking Filing Agent to CM/ECF Account

An approved Filing Agent will need their account linked to the attorney or trustee's CM/ECF account.

  1. Click Utilities > Your Accounts > Maintain Your ECF Account > More User Information
  2. In the Find Filing Agent field, enter the name of the Filing Agent and click the search icon.
  3. Select Filing Agent.
  4. Click on the Filing Agent's name once it has been linked, and the Update Filing Agent Permissions box will appear.
  5. Change Internet Payment to Y and click Save.
  6. Click Return to Account Screen.
  7. Click Submit.