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NextGen Filing Agents

Filing Agents

A "Filing Agent" is a user that can file on behalf of attorneys or trustees. All filing agents must have their own upgraded PACER account and may be linked to multiple attorneys and trustees. The filing agent will have the same access and permissions as the attorney or trustee. However, when the filing agent uses their login and password, the attorneys' or trustees' name will appear in the docket text as the filer.

Filing Agents may receive email notification, but only if the attorney or trustee enters the filing agent's email address in their CM/ECF Maintain User Account.

Process for Filing Agents:

 

  1. Upgrade current PACER account or Register for an upgraded PACER account.  Filing Agents MUST register under Non-Attorney E-File Registration.
  2. Request E-filing privileges with the court through PACER - OR - if you already have a CM/ECF login & Password, Link your CM/ECF account to your PACER account.
  3. 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.

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

  1. Register for a Non-Attorney PACER account.
  2. 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. (Trustees do not change)
    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. This step is performed by attorney or trustee.

  1. Click Utilities > Your Accounts > Maintain Your ECF Account > More UserInformation
  2. In the Find Filing Agent field, enter the name of the Filing Agent and click thesearch icon.
  3. Select Filing Agent.
  4. Click on the Filing Agent’s name once it has been linked, and the Update FilingAgent Permissions box will appear.
  5. Change Internet Payment to Y and click Save. (Trustees do not change)
  6. Click Return to Account Screen.
  7. Click Submit.