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EFILE CITATION RETRIEVAL QUEUE INSTRUCTIONS

IN FAST:

• Open Jobs by queue

• Click Efile Citation Retrieval

• Sort Columns by Court

• Locate all courts that do not require conformed copies – Please see Conformed Copies Not Required list.

• Make court status note: Frequent item: 13a

• Assign job to 'Sent to Court'

Tarrant COUNTY only. CCL1, CCL2 etc.:

• PLEASE MAKE A NOTE THAT STATES” Court will issue citations directly to attorney”

• Assign job to queue named “awaiting physical documents from client”

WITH THE REMAINING JOBS:

• Click Hot Keys

• Click Excel Export

IN EXCEL:

• Sort by Court

• Select and 'Copy' job numbers for one court

IN FAST:

• Paste job numbers into Actions on Stack (Do this by court to avoid mix ups)

• Highlight all jobs

• Click With Selected Jobs

• Click Batch Query Docs

• Choose document type “Conformed Copy” and submit

ON YOUR DESKTOP:

• Save the ZIP file locally

• Locate the ZIP file on your computer

• Extract the ZIP file

• Print all the conformed copies within folder

RETURN TO THE FAST SYSTEM:

• Highlight all jobs

• Select Alt D on keyboard to print dynaforms

• Type “E file – Citation Request” and double click

• Print

• Match “conformed copy” and “efile citation request

• Repeat for all jobs on the Excel list

• If we need a SOS (secretary of state) citation, the court requires 2 filed petition copies per citation/job #. So if there are two jobs/citations needed, you would mail in four copies total, to begin with.

ONCE JOBS ARE PREPPED:

• Enter all jobs into Actions on Stack

• Highlight all jobs

• Click With Selected Jobs

• Click Batch Query Docs

• Make Court status note: Frequent item: 13

• Assign to Sent to Court

PRINTING COURT LABELS AND MAILING:

• ALL Justice courts will go to the designated court listed on the documents. You can print from the case screen OR save address into your Dymo Label Program.

• ALL County and District courts will go to the CLERK of the court. We do not mail to these specific courts to retrieve citations. EXAMPLE: 101st Harris District will be mailed to Harris District Clerk. Harris County Court at Law 1, 2, 3, 4, and 5 will all be mailed to Harris County Clerk. Address can be located by looking at the Court TBD profile.

• Check Label to ensure it matches the Court Designation on the coversheet.

• Place documents in envelope with a return envelope stamped with TX for the court to return the Citation.

• Attach court label to envelope.

• Run envelopes through postage.

#instructions