Accepting, Rejecting & Partial Accepts

After reviewing a filing's documents and details, you make one of three decisions. Each decision triggers notifications to the filer and updates the case record.

Accepting a Filing

If all documents in the filing are in order:

1. Ensure all documents are toggled to Accept in the review panel.
2. Click Accept.
3. A confirmation dialog appears showing:
   • Envelope number
   • Case information
   • Filer name
   • Fee amount
   • Per-document decisions (if you accepted some and rejected others)
4. Click Accept to confirm.

What happens automatically:

1. Payment — The filer's stored card is charged for the filing fee (unless the fee is zero or waived)
2. Stamping — Accepted documents are stamped with court metadata (court name, date, recording number, clerk name)
3. CMS Recording — The filing is recorded in the court's case management system (case, parties, docket entry, financial record)
4. Notification — The filer receives an email notification with links to download stamped documents
5. Status — The filing moves to Accepted, then Recorded once CMS recording completes

Payment Failures

If the charge to the filer's stored card fails (expired card, insufficient funds, etc.):

• The filing status changes to Payment Failed
• The filer receives an email and in-app notification explaining the failure
• The filer can update their payment method and retry
• Once payment succeeds, the acceptance cascade resumes (stamping → CMS recording → notification)

Note: You do not need to re-accept the filing. The system automatically completes the process once payment is resolved.

Rejecting a Filing

If the filing cannot be accepted and needs to be sent back to the filer:

1. Click Reject.

2. In the rejection dialog, select a Rejection Reason:

   • Incomplete Filing — required documents or information are missing
   • Incorrect Form — the wrong form was used
   • Missing Signature — one or more documents require a signature
   • Incorrect Fee — the fee amount doesn't match requirements
   • Wrong Court — the filing was submitted to the wrong court
   • Duplicate Filing — this filing was already submitted
   • Defective Service — service of process issues
   • Other — provide details in the notes

3. Add Notes (optional but strongly recommended) — explain what the filer needs to correct. Be specific so the filer can fix the issue on the first resubmission.

4. Optionally set a Cure Deadline — a date by which the filer must correct and resubmit.

5. Click Reject Filing.

What happens next:

• The filing status changes to Rejected
• The filer receives an email notification with the rejection reason, your notes, and the cure deadline (if set)
• The filer can correct the issues and resubmit from their dashboard

Best practice: Always include clear notes when rejecting. Instead of just "Incomplete Filing," write something like: "The petition is missing page 3. Please re-upload the complete document." This saves time for everyone.

Partial Accept

Sometimes a filing contains multiple documents and some are acceptable while others are not. In this case, you can partially accept the filing.

1. In the review panel, toggle each document individually to Accept or Reject.
2. Click Accept (the system detects the mix of decisions automatically).

3. The confirmation dialog shows two lists:

   • Accepted Documents — documents that will be stamped and recorded
   • Rejected Documents — documents the filer needs to correct and refile

4. Click Confirm to proceed.

What happens next:

• The filing status changes to Partial Accept
• Payment is charged for the accepted portion
• Accepted documents are stamped and recorded in CMS
• The filer is notified which documents were accepted and which were rejected
• The filer can resubmit corrected versions of the rejected documents

Decision Summary