CM/ECF User Manual

Section 1 - Introduction

Overview

This manual provides basic instruction for using the Case Management/Electronic Case Files (CM/ECF) system. CM/ECF allows Registered Users to view and retrieve civil and criminal public docket sheets, documents, and reports online. It also allows the electronic filing of documents directly in a case by a Registered User.

Glossary of Terms

Glossary of Commonly Used Terms
Term Description
CM/ECF Case Management/Electronic Case Files system
Division Codes Venue codes assigned to the separate Divisional Offices of the Court -
Eugene: 6 Medford: 1 Portland: 3 Pendleton: 2 (See LR 3)
Docket The court's permanent record of filings and proceedings held in a case. Docket information for a case includes the names of the parties or litigants, attorney information, and general statistical data. Dockets also contain a chronological list of the pleadings and other documents filed in a case ("docket entries'). Each docket entry will have a corresponding filing date, document number, and docket text. Supplemental docket text supplied by a filer will appear in italicized text. Docket entries are created by users selecting events from the available civil and criminal menus which most accurately describe the proceeding being recorded or document being filed.
Document Any pleading, motion, exhibit, declaration, affidavit, memoranda, order, notice, or other filing made part of the Court’s record
Electronic Filing Using the CM/ECF system to file a document in the Court’s case file by uploading a document in PDF format directly from the Registered User’s computer. NOTE: sending a document to the court via e-mail does not constitute “electronic filing.”
Fed. R. Civ. P. Federal Rules of Civil Procedure
Fed. R. Crim. P. Federal Rules of Criminal Procedure
File Size Limitation Individual PDF files uploaded into CM/ECF are to be no more than 35 MG in size. MG is short for megabyte. Most file directories display the size of a file in KB or kilobytes. There are 1024 kilobytes in 1 MB. So, a file sized 3000 KB is approximately 3 MG and therefore well below the maximum file size allowed
Hyperlink A hyperlink, also called a link, is an electronic connection between one web page to either (1) other web page on the same website or (2) web pages located on another website.
Limited Access to Counsel of Record and Case Participants Where access to view a document remotely (over the Internet) is limited to Counsel of Record and Case Participants only. The document is not viewable via PACER. Access to electronic case files is available for all parties and the public at each divisional office of the USDC-OR during regular business hours. A copy fee for reproduction of an electronic document will be charged in accordance with the Schedule of Fees.
LR Local Rule
NEF Notice of Electronic Filing
PACER PACER (Public Access to Court Electronic Records) complements CM/ECF functionality by allowing the public to view documents filed in any federal court. PACER does not allow electronic filing, and some documents and cases will not be viewable via PACER. NOTE: because PACER pulls documents and information from the CM/ECF system, it is easy to confuse the two.
Party Plaintiff(s), defendant(s), any other participant in a case, counsel of record, and/or self-representedlitigants
PDF Portable Document Format
PST Pacific Standard Time - refers to all hours stated in this manual including Standard or Daylight Savings, whichever is applicable
Registered User Attorneys admitted to practice in this Court and self-represented litigants who have been granted permission to electronically file documents via CM/ECF.
Remote Public Access Access to view a document is available via PACER. Access to electronic case files is available for all parties and the public at each divisional office of the Court during regular business hours. A copy fee for reproduction of an electronic document will be charged in accordance with the Schedule of Fees
Schedule of Fees A list of services provided by the Court and the fees associated with those services.

System Capabilities

A Registered User with a PACER account, CM/ECF-compatible web browser, appropriate word processing and document creation software, and access to the Internet will be able to use the Court’s CM/ECF system to perform the following functions:

  • Access the Court's website;
  • View, print or download the most recent version of the CM/ECF User Manual;
  • View videos and interactive training materials;
  • Electronically file pleadings in your case;
  • Receive instant notification of filings and orders made in your case;
  • View official docket sheets and documents associated with any public case;
  • View various case-related reports; and
  • Maintain and update your user account password and e-mail address.

User Experience

Basic computer knowledge and skills are necessary in order to use the CM/ECF system.

You should have a working knowledge of the operating system on your computer and be familiar with:

  • Opening and closing programs;
  • Moving, minimizing, and maximizing windows;
  • Operating menus, text fields, drop down list boxes, scroll bars, and other Windows objects using the keyboard and a mouse;
  • Switching between programs using a mouse and a keyboard;
  • Understanding files, directories, and file system hierarchy;
  • Using file browse dialog boxes; and
  • Selecting multiple items from a list.

You should know how to use an Internet browser and how to:

  • Locate and browse a specific web address by typing the address in the location field;
  • Create and use bookmarks and/or create favorites;
  • Identify and operate hypertext links;
  • Access and delete browser cookies and cached information; and
  • Print from a web browser.

You should know how to use word processing software. It is particularly important that you know how to print from your word processor. You must also be familiar with PDF document conversion protocols.

Hardware and Software Requirements

The following are the minimum requirements for using the CM/ECF system:

  • A personal computer running either Microsoft Windows or Apple OS X operating system;
  • Internet access through an Internet service provider using Point to Point Protocol (PPP); and
  • DSL, cable, or other high-speed connection (dial-up is not recommended).

A compatible browser* that supports 128 bit encryption and has Javascript and cookies enabled;

  • A Portable Document Format (PDF)-compatible word processor such as Microsoft Word or Corel WordPerfect;
  • Software to convert documents from a word processor format to PDF format, such as Adobe Acrobat PDF Writer;
  • Software to read PDF documents (Adobe Acrobat Reader is available at no cost at www.adobe.com);
  • Access to a flatbed scanner with sheet feeder if paper documents need to be imaged before being uploaded into the system.
  • A valid, active e-mail account.

* CM/ECF has been tested for use with Mozilla Firefox version 3.5 or 3.6 and Internet Explorer version 7 or 8. Safari, Opera, and Google Chrome have not been tested for use with CM/ECF and compatibility is uncertain at this time.

Last Updated: Tuesday, October 18, 2016

Section 2 - Resources and Registration

The Court's Internet Website

From this site, attorneys, jurors, members of the public, and educators may access information relating to the work of the Court.

Specifically, information regarding the CM/ECF system may be found under the E-Filing link on the left side of the home page under Main Menu. Here you can choose to login to the CM/ECF system, review this User Manual online, access tips and help for using CM/ECF, and find other useful information.

Registering for Access to CM/ECF

In order to access and use the CM/ECF system, you must have two separate accounts - one to view documents and obtain information; one to allow you to file documents electronically.

PACER Registration

To use the CM/ECF system, you must have a PACER (Public Access to Court Electronic Records) account. PACER is an electronic public access gateway that allows anyone to obtain public case information, including docket sheets and documents, from any federal court. Registration for a PACER account is free, but there is a fee associated with accessing case information. To obtain a registration form and learn more about billing and payment requirements for this account, you may contact the PACER Service Center online at www.pacer.gov, by calling (800) 676-6856 or (210) 301-6440, or via e-mail.

CM/ECF Registration

CM/ECF registration authorizes a Registered User to file documents electronically with the court. CM/ECF registration is handled by each individual court and is limited to counsel or self-represented parties in actions pending in that particular court.

Attorneys who are members of the District of Oregon Federal Bar are required pursuant to LR 83-1(e) to register as a part of their admission process. In the event that you were admitted to the bar prior to the adoption of the rule, the registration form can be found on the Court's website.

Attorneys from other Districts seeking to appear pro hac vice in this District must also register in order to file documents in this District.

Self-represented parties may seek permission to become registered users for filing purposes. An application form explaining specific requirements and options can be found on the Court's website.

Why Two Logins?

The CM/ECF login is used to electronically file (e-file) pleadings and documents in the Court's electronic docketing system. It is also used to verify your identity when viewing certain restricted documents, such as medical records and certain immigration case documents. There is no charge to e-file documents in the court, with few exceptions.

The PACER login is used for querying dockets and looking at case information. There is normally a fee associated per page charged for viewing dockets and documents. See the diagram on the next page. The PACER Service Center monitors fees and generates statements of fees due.

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Although the two systems have independent user accounts, they are linked in a variety of ways. Upon login, CM/ECF will place a cookie in your browser's memory. This is to assist in user identification over the course of a long series of steps in filing a document. Unfortunately, CM/ECF will also place a cookie in your browser's memory when you arrive via PACER. If there is already a cookie from a previous session, this can thwart a new login attempt. If you experience odd behavior when trying to log in, it is a good idea to clear your browser's cache and delete any cookies placed by CM/ECF.

Login and Password

Upon registration, the Clerk's Office will create an account which contains the Registered User's address, e-mail address, user ID (login), and password. You will receive login and password identification via e-mail following registration. To ensure the integrity of the court's electronic case files, you must employ the highest standard of care in safeguarding the login and password. The login and password constitute your signature pursuant to Fed. R. Civ. P. 11 on all submissions made through the system. You may change your own login and password at any time through maintenance of your User Account. If you forget or misplace your login information, you may contact the Clerk's Office for assistance; passwords may be reset on the main login screen following the procedures indicated.

The e-mail address information stored in the User Account permits the system to automatically generate e-mail notice of all filings in a case to the Registered Users in that case. The system can accommodate multiple secondary e-mail addresses for each user. Commonly, attorneys add the e-mail addresses of their legal assistants or docket clerks as backups. Every e-mail notification sent to the primary e-mail address of the Registered User will also be sent to any secondary e-mail address(es) designated. A free look of the electronically filed document is granted for those recipients associated with counsel of record in the case.

CM/ECF Training

On-line tutorials have been developed to help you learn how to use the CM/ECF system. These tutorials simulate filings of documents, and running reports and queries. You may view training resources by visiting the PACER website.

The District of Oregon has also developed its own tutorials to assist you in navigating the CM/ECF system. These tutorials can be accessed on this Court's website.

CM/ECF User Manual

This manual serves as the text version of the CM/ECF Tutorials and is a helpful resource for system functions and guides to written policies and procedures. This manual (like the on-line tutorials) will be updated as new releases of the software containing significant functional changes are implemented.

Help Desks

For further assistance regarding electronic filing, including lost or forgotten Registered User login information, contact the Clerk's Office at (503)326-8000.

For assistance regarding the viewing of federal court case information via the Internet, including technical problems downloading or printing documents, contact the PACER Service Center.

PACER Service Center

  • Website
  • E-mail
  • Regular mail: PACER Service Center, P.O. Box 780549, San Antonio, TX 78278-0549
  • Telephone: (800) 676-6856 or (210) 301-6440
Last Updated: Friday, December 9, 2016

Section 3 - The CM/ECF System

Accessing the CM/ECF System

To access the database, click on the E-Filing link on either the left or bottom menus of the District of Oregon website and select CM/ECF Login.

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The CM/ECF welcome screen looks like this:

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Click on the "District of Oregon - Document Filing System" link to navigate to the login screen for the civil and criminal live database.  (Note: The United States District Courts initiated electronic filing in 1990. More information about how to locate civil and criminal case information older than 1990 may be found in Section 12 of this manual.

Logging Into CM/ECF

The CM/ECF Login

For electronic filing, you must enter the system using your CM/ECF login and password.

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The Court displays system news on this page from time to time, including notices of any planned system downtime for maintenance (see red box above).

Alternatively, if you wish only to generate reports, view a docket sheet, or query specific case information, the PACER login and password must be entered.

The client code field is an optional field provided in the Authentication box on the login screen for tracking purposes during PACER (report and query) functions.  If a client code is entered for a transaction, that client code will be reflected on the billing statement generated by the PACER Service Center.  A client code will not appear on the bill unless it is entered at the time of transaction.

NOTE:  If you are attempting to login for purposes of electronic filing using your CM/ECF login and password, do NOT enter any information in the client code box - you will receive an error message.

 

Connecting a CM/ECF Login with a PACER Login

During your session, if you deviate from electronically filing a document, the system will prompt for a PACER issued login and password.  If you check the box labeled "Make this my default PACER login," the system will store the PACER account information with the CM/ECF account information.  All charges thereafter will be billed to that PACER account so you will not have to enter the PACER login again.  You may remove the default association between the current PACER login and the CM/ECF login by selecting Remove Default PACER Account on the Utilities menu.  A different PACER account may be used by selecting Change Your PACER Login from the Utilities menu.  This will display a PACER login screen and the new account may be used temporarily or can replace the existing default account.

Utility Menu Options

The Utility menu contains a CM/ECF Login link for entry of a CM/ECF court-generated login and password if you have first entered the system using a PACER login and password and now need electronic filing functionality or the ability to maintain your User Account.  This link may also be used to change to a different CM/ECF Registered User.  The Utility menu also contains links to Change your PACER Login and Change Client Code Field.

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Login and Password Review

To run reports or queries, or to view documents and docket sheets:

Enter using a PACER login and password.

To electronically file or maintain a User Account:

Enter using a Court-generated CM/ECF login and password.

To view documents in Social Security cases from e-mail notifications:

You must be recognized as a Registered User and associated with the case as counsel or party of record before opening the document from the e-mail notification message. To accomplish this connection, you must:

  • Open a second browser window BEFORE clicking on the hyperlinks within the e-mail notification;
  • Enter the system via the second window using the Court-generated CM/ECF login and password; then
  • Click back into the e-mail notification window; and
  • Click on the hyperlinks (using the PACER login and password) to view the electronically filed document.  Silently, the system will now recognize you as a Registered User and will check your association in the target case.

To view documents in Social Security cases:

The system must recognize the requestor as a Registered User and associated with the case before viewing the document. To accomplish this connection, you must:

  • Initially enter using a Court-generated CM/ECF login and password; then,
  • Click on Reports or Queries.

If you have established a PACER default login, the PACER login screen will appear. You should then enter a PACER login and password, and navigate to the document for viewing.

If you have established a default PACER login with your CM/ECF User Account, the documents will be displayed.

To view criminal case documents filed PRIOR to November 1, 2004, from e-mail notifications:

You must be recognized as a Registered User and associated with the case before opening the document from the e-mail notification message. To accomplish this connection, you must:

  • Open a second browser window BEFORE clicking on the hyperlinks within the e-mail notification;
  • Enter CM/ECF via the second window using the Court-generated CM/ECF login and password; then
  • Click back into the e-mail notification window; and
  • Click on the hyperlinks (using the PACER login and password) to view the electronically filed document. Silently, the system will now recognize the requestor as a Registered User and will check your association in the target case.
Last Updated: Wednesday, February 6, 2013

Section 4 - Event Selection and Transactions

Docket Sheets

The Court's permanent record of filings made and proceedings held in a case is referred to as the docket sheet. Docket sheet information for a case includes the names of the parties or litigants, attorney information, and general statistical data.  Civil case data is captured from the information submitted on the Civil Cover Sheet (JS-44) at the time of case opening.  Criminal case data is captured from the charging documents filed.

 

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Docket sheets also contain a chronological account of the pleadings and other filings submitted in a case. These are called docket entries.  Each docket entry will have a corresponding filing date, document number, and docket text.  Docket entries are created by users selecting events from the available civil and criminal event menus which most accurately describe the activity or document being filed.

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Entering the system using the Court-generated CM/ECF login and password will give you access to the events used to create docket entries.

 

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The item you select from this main blue toolbar determines the functions you are able to accomplish.  For example:

If you click this button on the toolbar:

You will be able to do these tasks:

Civil

Electronically file documents in a civil case (for example: motions, notices, service documents, responses, replies, answers, etc.)

Criminal

Electronically file documents in a criminal case (for example: plea related documents, motions, responses, replies, appeal documents, notices, trial documents, etc.)

Query

Log in to PACER to run name searches, create docket activity reports, look up case numbers, etc.

Reports

Access the written opinions report or, after logging in to PACER, run civil and/or criminal case reports, calendar event reports, docket sheet reports, etc.

Utilities

View Court information, maintain your user account, review your billing (page) history, etc.

Search

Open a search box.  Type the name of the event you are looking for and click the "search" button.

Logout

Exit the CM/ECF system. Be sure to logout of each session by using the logout link on the main blue toolbar instead of simply closing the browser window.

Events within each category are grouped based on their function.

Civil Events

 

The menus of events under the Civil selection include: Initial Pleadings and Service, Motions and Related Filings, and Other Filings.

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Criminal Events

The menus of events under the Criminal selection include: Charging Instruments and Pleas, Motions and Related Filings, and Other Filings.  Selection of the links under those headings reveals the individual docket events.

 

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To electronically file a Trial Memorandum in a civil case, for example, you would first select Civil from the main blue tool bar and click on the Trial Documents menu under Other Filings.  The event Trial Memorandum appears under the Trial Documents menu for selection.

 

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Search Function

If you are having trouble finding a specific event, the Search function is a helpful tool.  Click the Search function and start typing the name of the event you wish to file.

 

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This will bring up a list of all events which include the word entered in the search field.

 

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If the proper event appears, simply click on the event to begin the docketing process.

Function Keys and Techniques

Browser "Back" and "Forward" Buttons

It is not advisable to use the BACK and FORWARD buttons on the browser's tool bar to navigate through CM/ECF.  If you need to abort a transaction before it is completed, click on another menu selection from the main blue tool bar.

The "Tab" Key

You may navigate through the screens by using a mouse.  In most screens, you may also use the TAB key and space bar to move through the data entry fields.  Active or "focus" buttons will have a faint dotted outline around them.  A focused button may be activated by hitting the space bar.  You can also use the SHIFT key and the TAB key simultaneously to move back one field at a time.

Selecting Multiple Items in a Picklist

Event and party selections appear in alphabetical order in picklists.  If multiple-item selection is allowed by the application on a particular list, multiple items may be selected by holding down the CONTROL (Ctrl) key while clicking on the items you wish to select. Holding down the SHIFT key and clicking on the top and bottom of a selection will allow you to select a range of items from the list.

Last Updated: Wednesday, February 6, 2013

E-Filing of Documents Under Seal Pursuant to an Existing Protective Order

Overview

Pursuant to LR 3-7(b) (see also Standing Order 2012-6), Registered Users are required to file documents authorized for filing under seal pursuant to an existing protective order in a civil case electronically. Access to the document is selected by the filer during the docketing process. The requirement for a judge’s copy pursuant to LR 5-10 remains unchanged.

Filing a Document Pursuant to an Existing Protective Order

All events located in the Motions and Related Filings and Trial Documents menus have been modified to search the case for a docketed protective order.

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action

Click on Other Supporting Documents.

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Select the appropriate event from the list.  We will use Declaration for this example.

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Click on Declaration, which will move it to the Selected Events box.  Click Next to continue.

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NOTE:  CM/ECF allows multiple event to be selected on this screen.  Make sure that only the event you intended to select appears in the selected events window prior to clicking the Next button.

A screen will appear displaying the civil case number.  Click Next to continue.

 

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Choose a filer from the Select the Filer screen which lists all parties entered in the case.  Click on the filing party to highlight it.

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If there is more than one filer, press and hold the control key while clicking on each party you wish to add.  This will highlight multiple parties.  Click Next to continue.

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The next screen asks if the document to be filed contains material being filed under seal pursuant to the terms of a protective order.  If so, select the Yes radio button.

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NOTE:  If you select the No radio button, docketing will continue normally and your entry will not be restricted.

The next screen is the document attachment screen.

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REMINDER:  Pursuant to LR 5-2(b), all pleadings and documents, including attachments and exhibits, must be filed as text searchable PDF files unless otherwise directed by the Court.  

The main document should be the pleading itself.  In our example this is the Declaration.  Click on the Choose File button to locate the document for attachment.

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A new window will open.  Locate your sealed declaration or other document in the location where it has been saved.

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Prior to attachment, it is recommended that the PDF be reviewed to ensure it is accurate and is the correct attachment.  This can be done by right clicking on the PDF and selecting the Open option.  The PDF will open on your screen for review.   After confirming the PDF is correct, click the X in the upper right corner of the PDF to close it.

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Make sure the correct document is highlighted and then click the Open button to continue with document attachment.

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Attachments should also be uploaded at this time.  Click the Choose File button to locate and confirm your attachment as indicated above.

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Each attachment must be labeled with a Category from the drop-down menu or a Description in the free text field.  It is not necessary to enter both a Category and Description.

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Attachment(s) should be any exhibit(s) to the main document (in our case the Declaration.) 

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NOTEAttaching a PDF to the Attachment 1 option causes the Attachment 2 option to appear.  Repeat the attachment process as needed to attach all necessary documents.

When all documents have been added, click Next to continue.

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The next screen asks if your filing should link to another document in this case. If so, check the box and select next.

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The next screen asks you to select the category of the document related to your filing.  For our example, our Declaration is in Support of a motion, so we select motion from the picklist to narrow our choices.  Enter the name of the Declarant, and click the Next button.

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The next screen shows all possible related documents filed in the case in the category you selected.  Check the box of the appropriate related event, and click the Next button.

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The final warning screen will appear.   Note the addition of the Document Restricted According to Protective Order text indicating the PDF attached to the docket entry is restricted. 

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This is the last chance to insert further text into the display field or to make a selection from the drop-down menu.

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After any further text has been entered or if there is no additional text to enter, click the Next button.

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This is the final warning screen which displays the full docket text of the event.  Click Next to file the documents.  There will be no further opportunity to modify this docket entry and it will immediately post to the CM/ECF system.

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A Notice of Electronic Filing (NEF) will be generated by the CM/ECF system for the docket entry.  Refer to the Notice of Electronic Filing (NEF) section of the CM/ECF User Manual for more information about the Notice of Electronic Filing.

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Accessing Documents Restricted According to Protective Order

The restrictions applied to documents filed pursuant to an existing protective order are designed to limit access to those documents to case participants.  In order to access the document, the PACER service center must know that you are authorized to access the restricted documents.  When you receive an NEF that indicates the filing is restricted pursuant to an existing protective order, you should log in to CM/ECF for the District of Oregon with an attorney login that is associated with a case participant.  If you are not logged in to CM/ECF prior to clicking the hyperlink contained in the NEF for the restricted document, you will not be able to access your free copy, and will get a message indicating the document is not available.

Last Updated: Wednesday, June 21, 2017

General Protocols

Signatures

Signature Line Format (See LR 11-1)

Each electronically filed document must include the Registered User's name preceded by an "s/" and typed in the space where the signature would otherwise appear, as well as the other information required by LR 11-1.  For example:

s/ John Q. Attorney
JOHN Q. ATTORNEY, OSB #999999
Attorney for Plaintiff ABC Corporation, Inc.

A self-represented litigant who has been authorized to file documents electronically must also follow the requirements of this rule.  Your signature should be reflected as follows:

s/ John R. Individual
John R. Individual
Plaintiff, pro se

Non-Registered User Signatures

If a document contains the signature of a person who is not a Registered User, the filing party may scan the entire document, including the original signature page, or represent the signature by an “s/” and the names typed in the space where a signature would otherwise appear.

Documents Requiring Multiple Signatures (See LR 11-1(d))

Documents requiring signatures of more than one party must be electronically filed either by:

  • Submitting a scanned document containing all necessary wet signatures;
  • Representing on the document the consent or stipulation of the other parties;
  • Identifying on the document the signatures which are required and submitting written confirmation no later than seven days after filing; or,
  • In any other manner approved by the court.

NOTE:  LR 5-14 requires the filing party to retain, for a specified time, the original document with the signatures of non-registered users of any document which is electronically filed.

Creating and Using PDF Documents

The standard format for electronically filed documents is Portable Document Format or PDF.  Adobe Acrobat is the application which generates PDF files from documents created in a word processing application such as WordPerfect or Microsoft Word.  There are two primary methods for creating PDF documents:  (1) formatting text documents into PDF at the time of creation, or (2) scanning documents from paper into PDF. 

Converting a Text File to a PDF File

Saving a document to PDF directly from your word-processing program is a preferable method of creating or converting a document to PDF.  Scanning a document creates an image, and, therefore, scanned documents are much larger than documents saved directly to PDF.  The size of a PDF file created from a word-processing document is normally only 20% of the size of a PDF file created from a scanned document.  

To create a PDF file from a text document:

  1. Open the word processing application.  To ensure that the formatting and appearance of the document remain the same when viewed either through the word processor or when viewed or printed through Adobe Acrobat Reader (the PDF reader application), the printer (File/Print menu) must be set to Adobe PDF before beginning to compose or edit the text document.  If a document is initially prepared with some other printer specified, the ultimate conversion to PDF may introduce changes in pagination, fonts, spacing, or other formatting elements, requiring further proofreading and editing.  After the document is saved as a PDF file, you should print from the PDF reader application (rather than from the word processor application) to be sure that the printed copy matches the Court's official version.
  2. To edit text from an older document, you should first select Print, choose PDFWriter, and click Close before working within the text document.  You should select Web-safe, basic fonts which are small in size.  For example, Times New Roman, Arial, or Courier New are acceptable fonts.  Avoid using special characters such as check boxes, section symbols, or bullets.
  3. You should save the text document into your file directories using an appropriate file naming convention.
  4. After naming the text file, you should select Print from the File menu.  If the current printer is not Acrobat PDF Writer, you may click the tab labeled Printer, and next to the Name option, click the drop-down arrow and select Acrobat PDF Writer.
  5. In the Save PDF File As dialog box, you must name or rename the document as necessary, being sure not to change or alter the .pdf  file extension.  Files electronically uploaded must have the .pdf  file extension.  If the dialog box does not appear, check the task bar at the bottom of the screen to locate the Save PDF File As button.
  6. After saving the PDF file, an Acrobat PDF Writer Document Information dialog box will appear.  You may insert more specific information about the document in this area and complete the process by clicking on OK.
  7. Check the file directory to ensure both the text version and the PDF version are there.

Creating a PDF File from a Scanned Document

For those documents that must be scanned because a word processor version does not exist, the preferred method is to scan the document directly into PDF format using Adobe Acrobat without running an Optical Character Recognition option.  You should consult the manufacturer's user manual for your particular scanner for additional scanning procedures.

The quality of the document when scanned is determined by the level of detail recorded by the scanner.  This detail is referred to as the resolution, which is measured by the dots per inch (dpi). A higher resolution is slower to scan (this is also dependent on the scanner and the number of pages that are scanned).  The recommended resolution is 200 dpi.

Scanning creates a document with a larger file size. This, in turn, causes loading and retrieval of the document from the application to be slower.  The file size limit for any single file uploaded is 10 MB.  If a file exceeds this limit, the user must break it down into smaller, separate files before completing the transaction.

NOTE: Pursuant to LR 5-2(b) all pleadings and documents filed through the CM/ECF system must be text searchable.

PDF Writer vs. Distiller

The Distiller is a tool which, in most cases, produces a higher quality document than the PDFWriter.  It is helpful to use when converting documents that are intended to be interactive or that contain graphics.  However, unless there are graphics in the document, you should avoid using the Distiller. When a word processing document is converted using Distiller, the file size may be much larger than allowed.

File Size Limits

PDF files should be limited to 35 MB.  Files which exceed this limit should be broken down into smaller, separate files.  Several files may be uploaded as attachments to any single event. Whenever possible, documents should be converted directly from text files to PDF files.

PDF Editing Features

Once a document is filed electronically, you cannot modify the court record PDF version of the document.  PDF editing features can be used, however, for copies of the filed document.

Common Adobe Error Messages and Corrections

See also PACER Frequently Asked Questions

Version Compatibility Error Problem:  An earlier version of the Acrobat Reader is possibly being used to read a PDF file created with the latest version of Adobe Acrobat Writer. Solution:  You should download the latest version of Adobe Acrobat Reader.

Uploading the Wrong Document Problem:   You have uploaded the wrong document with your entry.  Solution: View the PDF file before uploading by right clicking on the document and clicking Open.  Adobe Acrobat will launch and allow the document to be viewed.  Double clicking or selecting Open from the Browse window will paste the file path name into the file upload prompt box in ECF.

PDF Fillable Forms

It is strongly recommended that "Fillable Form" PDF files not be uploaded to the system.  If you use a fillable form, you should "flatten" the document before e-filing it by printing the document to Adobe PDFWriter and saving it as a .pdf file.

Submission of Documents

With limited exceptions, all documents should be submitted electronically through the CM/ECF system.  Below is further information to assist in submitting documents.

Affidavits and Declarations:

Affidavits and Declarations should be submitted in accordance with LR 10-3 as separately filed documents.

Documents That Must be Filed in Hard Copy (See LR 5-5)

The following documents must be filed and served in paper form:

  • Sealed and in camera documents (See LR 3-7 and LR 3-8);
  • Individual Consent to Proceed Before a Magistrate Judge; and
  • Demonstrative or oversized exhibits (See LR 5-7).

Proposed forms of orders or judgments (See LR 5-11(c))

Proposed forms of orders or judgments should not be submitted unless requested by the court.  

Judge's Working Copy (See LR 5-10)

A paper copy of the following electronically filed documents and the Notice of Electronic Filing shall be marked as a "JUDGE'S COPY" and delivered to the Clerk's Office within three business days after the electronic filing:

  • Civil Cases: Dispositive motions, motions for injunctive relief, and any documents in excess of ten pages;
  • Criminal Cases: Motions in limine, motions to dismiss, suppression motions, and any documents in excess of ten pages.
Last Updated: Wednesday, August 10, 2016

Section 6 - E-Mail Notification

Notice of Electronic Filing (NEF)

At the conclusion of a transaction, the system will generate a Notice of Electronic Filing (NEF) to confirm that the document has been electronically filed and served on the parties who are registered users of CM/ECF. You should immediately print the NEF.  The system will send all Registered Users associated with that case (and any secondary addressees that may be added to those Registered Users' CM/ECF User Accounts) an e-mail notification message confirming that a docket entry was created.  The notice will display the names of the attorneys and, next to their name, list their primary e-mail address and any secondary e-mail addressees added in their User Account.  The notice will also display the names and street addresses of those case participants who were not served electronically.  The filing party is responsible for effecting service in hard copy on parties who were not served electronically.

Receiving Notices of Electronic Filing

Currently, registered users have two options to receive notification:  instantaneously or in summary report form on the next day.

Instantaneous, Individual E-mail Notification Messages

These messages will show a "From" address of <info[at]ord.uscourts.gov> and will be generated upon completion of a transaction.

Summary E-mail Notices

These messages will show a "From" address of <nobody[at]uscourts.gov>and will be sent the next morning.  A summary e-mail notice will only be generated if there is case activity to report.  Each e-mail notification message will contain a hyperlink to the docket sheet for that case and a hyperlink to the PDF file uploaded during the transaction.  E-mail notifications of paperless Court entries will only contain a hyperlink to the docket sheet for the case.  A PDF file is not uploaded during the posting of a paperless Court event. If the docket entry is a "paperless" order, the entire order is the docket text which was created during the entry of the event. This text is viewable on the Notice of Electronic Filing.

Free Look at the Electronically Filed Document

Each e-mail recipient (the primary e-mail recipient as well as any secondary e-mail recipients added to the User Account) receives a "free look" at the electronically filed document.  (Note: transcripts of proceedings are exempt from the free look provision.)  The system virtually marks or records the viewing of the document when the user inserts a PACER login and password following the click on the hyperlinks. 

NOTE:  You should print or save the document at the time of your “free look” if you will need to review the document at a later time.  Subsequently reviewing the document will result in assessment of applicable PACER fees.

E-mail Notification Message Failures

Pursuant to LR 5-4(a), service of a document is deemed complete upon transmission of the NEF. Although Court staff monitor the return email address for notifications of delayed or undelivered messages, it is a courtesy service that is subject to the availability of time and resources. To reiterate, if the NEF leaves our mail server, service is complete. It is therefore essential that you maintain current contact information with the Court and within your CM/ECF account. In addition, you must verify that the e-mail notification messages from the CM/ECF system are not considered "spam" and consequently blocked or quarantined by your e-mail service provider.  You must also verify that your e-mail service provider has a strict policy of transmitting a failure or error message back to the sender if there is a delay or problem in transmittal of an e-mail message.  This allows the court to know when a message has not been received by a registered user. We cannot stress enough that NEF delivery failures are not an excuse for missed deadlines.

Transient (Temporary / Non-Permanent) Failure Messages

Transient failure messages often occur if a mailbox is too full or if the receiver's e-mail is temporarily down.  These messages may be stored by the receiver's e-mail provider to be delivered at a later time when the problem is fixed.  Some providers may continue to attempt to send the e-mail notification message to the receiver every 20-60 minutes for several days.  These efforts depend upon the provider’s policies and procedures.  Attempts may continue until either the message is received (meaning deposited with the receiver - not necessarily meaning that the receiver has actually opened or read the message) or until the period of time for attempts (possibly 4-5 days) expires.  Each failed attempt may generate a transient failure message back to the court.

Non-Transient (Permanent) Failure Messages

Non-transient failure messages may occur if the recipient's e-mail address has a typo, or if that address is no longer active.  Often these are due to a change of representative counsel in a case, a change of office staff (for secondary e-mail recipients), or following the move by an attorney to a new firm, office, and/or e-mail address change for any registered user without proper notification to the court.  Failure messages are monitored by court staff.  Recipients will be contacted if the court receives a delivery failure message to complete notification and correct case records so future messages may be successfully transmitted.

Other Messages Received by the Court

Other messages may be received in the mailbox. These include:

Auto-Reply Messages

The e-mail notification message is actually delivered, but the receiver has set up an automatic reply which warns that they are unavailable.  These messages include out of office messages, vacation messages, etc.  No action is taken by Court staff.

Notice of Change of Address or Representation by an Attorney (See LR 83-10)

Some parties may seek to inform the court of a change of e-mail address or a change in party representation by sending a message to the court via the Internet website mailbox or by sending a reply to an e-mail notification message.  Pursuant to LR 83-10, any notices of change of business address and/or e-mail address must be made in pleading form and filed in the pending cases and in cases on appeal.  A letter to the Court is NOT sufficient. You are required to maintain your own e-mail notification information.  The on-line tutorial shows you how to maintain your account for this purpose.

Resending E-mail Notification Messages and Docket Entry Notations

When delivery of an e-mail notification fails, the Clerk's Office will contact the parties involved to determine the cause of the failure, take steps to correct the failure, complete service, and, if necessary, make appropriate corrections to the Court's case and counsel of record information.

Locating the Parties Involved

The Clerk's Office will use current case information as well as the Oregon State Bar on-line directory (or other state bar directory resources) to locate an attorney. The attorney will be orally notified of the failure message and instructed to view the case docket and docket entry on-line via PACER.

Requesting Correction of Record Information

Attorneys will be asked to comply with LR 83 by submitting a notice of change of address in their pending cases and/or cases on appeal. A motion for substitution of counsel or notice of withdrawal or substitution of counsel may be requested. Registered Users will be reminded to maintain their own User Account with regard to secondary e-mail address information.

New E-mail Address Information

Court staff may resend or forward a failure message to an attorney's new e-mail address along with an informational message referencing LR 83 (change of address or change in counsel of record) and instructions on how to maintain their User Account (for corrections to secondary e-mail recipients). Requests for change of counsel or change of address information by an attorney should be filed pursuant to LR 83.

Notices to Co-Counsel of Record

Court staff may forward failure messages of associate counsel to local counsel or other co-counsel of record and request that they assist the Court by clarifying or correcting the counsel of record information.

Completion of Service Following Failure of Electronic Notification

Court staff will notify opposing counsel to complete service in hard copy of an undeliverable electronically filed document if the other attempts to complete notification fail. Court staff will complete service in hard copy (via facsimile or regular mail) of an undeliverable electronically filed court-generated document if the other attempts to complete notification fail.

Documentation of Failure on Case Docket

If the Clerk's Office is unable to reach the party(ies) involved, the transaction failure will be documented on the case docket. The event used to record the transaction failure prompts for the e-mail address of the intended recipient and the date the court received notice of the transaction failure, and it requires the Court user to insert an explanation of what steps were taken by Court staff to either complete or perfect service of the document(s). If the undeliverable message relates to a document electronically filed by an attorney, Court staff will notify that attorney of the failure and ask that a revised certificate of service be filed.

Stopping Notices of Electronic Filing

The court is required under Fed. R. Civ. P 77(d) to notify counsel of record of the entry of all orders, judgments, including post-judgment orders and appeal activity, even if the litigant represented has been terminated from the case. Counsel desiring to terminate electronic notices in a case must do so affirmatively by either:

  • Withdrawing from the case as counsel of record (See LR 83);
  • Filing a formal notice in pleading form requesting that the e-mail notification in the case to their e-mail address be turned off; or
  • Alternatively, and perhaps preferably, deleting the e-mail notification messages as it is received.
Last Updated: Friday, February 26, 2016

Top Case Opening Mistakes

Overview

The entry of case opening information happens prior to the docketing of case initiating documents, and is based on the information provided on the Civil Cover Sheet (JS44).  Detailed information about case opening is located in Section 7 – Civil Case Opening of the CM/ECF User Manual, located in the E-Filing section of the District Court website.

Below are some of the most common errors found during case opening and docketing of case initiating documents.

Common Case Opening Errors

  • Incorrect Division Code SelectionLocal Rule 3-2 establishes divisions of the court based on counties.  The county in which a substantial part of the events or omissions giving rise to the claim occurred should be used to determine divisional venue.
  • Incorrect NOS Code – The Nature of Suit (NOS) Code is included in Section IV of the Civil Cover Sheet (JS44). 
  • Incorrect Cause of Action – The Cause of Action is included in Section VI of the Civil Cover Sheet (JS44).  Use the first listed Cause of Action when opening a new case.
  • Incorrect Demand Amount – The dollar demand is included in Section VII of the Civil Cover Sheet (JS44).  The dollar amount should be entered in thousands of dollars.  For example, a demand of $250,000 should be entered as 250.
  • Incorrect or Missing County – Enter the county in which a substantial part of the events or omissions giving rise to the claim occurred.
  • Case Participant Errors – Enter all parties listed on the case initiating document during case opening, and include all aliases for a party.  Parties should not be listed in all capital letters.
  • Party Text Missing – Additional information that is not part of the name of a party is often left out of the party text field.  For example, if a party is named as “ABC Bank, a Delaware corporation” on the front of the complaint, the descriptor “a Delaware corporation” must be included in the Party Text box.

Common Errors in Case Initiating Documents

  • No JS44 Civil Cover Sheet – Each new civil case is required to have a completed Civil Cover Sheet (JS44) to ensure the accurate entry of statistical information in CM/ECF.
  • Documents Not Text Searchable – Local Rule 5-2(b) requires all PDF files to be text searchable unless otherwise directed by the court.
  • Missing or Incorrect Case Number – After case opening is completed, the filer is assigned a case number.  Before filing the case initiating documents, the case number should be added to all documents being filed at case initiation.  A judge will not be assigned to your case until after the case initiating documents have been filed. 
Last Updated: Wednesday, May 11, 2016

Opening a Civil Case – Complaint, Petition, or Notice of Removal

Required documents:

The following documents must be prepared prior to beginning the case opening process:

To file a Complaint or PetitionTo file a Notice of Removal
  1. Complaint or Petition in text searchable PDF format
  2. Civil Cover Sheet (JS44) in text searchable PDF format
  3. Summons for issuance by the Clerk’s Office, if appropriate
  1. Notice of Removal in text searchable PDF format
  2. Civil Cover Sheet (JS44) in text searchable PDF format
  3. Copies of the required state court pleadings
    • Complaint
    • Executed summons
    • Answers
    • Pending motions

Entry of underlying case opening information:

StepScreen
1. Click on Civil on the main CM/ECF menu bar. image003
2. Click on Open a Civil Case from the civil events list. image005

 

Selecting the Divisional Venue:

The first step is to select the correct divisional venue in accordance with LR 3-2(b).

  • When filing a Complaint or Petition, the divisional venue is the division of the court in which a substantial part of the events or omissions giving rise to the claim occurred or a substantial part of the property that is the subject of the action is situated.
  • When filing a Notice of Removal, the divisional venue is the county where the originating complaint was filed.
  • LR 3-2(a) establishes counties and their corresponding divisional codes as follows:
    1. Portland Division (Division Code 3): Clackamas, Clatsop, Columbia, Hood River, Jefferson, Multnomah, Polk, Tillamook, Wasco, Washington, and Yamhill counties.
    2. Pendleton Division (Division Code 2): Baker, Crook, Gilliam, Grant, Harney, Malheur, Morrow, Sherman, Umatilla, Union, Wallowa, and Wheeler counties.
    3. Eugene Division (Division Code 6): Benton, Coos, Deschutes, Douglas, Lane, Lincoln, Linn, and Marion counties.
    4. Medford Division (Division Code 1): Curry, Jackson, Josephine, Klamath, and Lake counties.
StepScreen
Determine the proper division and then select the appropriate Office from the drop-down menu. image007
Click the Next button. Fill out the Other court name and Other court number fields with the appropriate state court information if you are filing a Notice of Removal.  It is not necessary to fill out these fields if you are filing a Complaint or Petition. image009
Last Updated: Friday, February 26, 2016

Entry of Civil Cover Sheet (JS44) Information

Jurisdiction (Section II):

StepScreen
There are 4 options, corresponding with section II of the Civil Cover Sheet (JS44). image011
  1. U.S. Government Plaintiff
  2. U.S. Government Defendant
  3. Federal Question
  4. Diversity
image013
NOTE: If Diversity is selected as the jurisdiction, you will be required to complete the citizenship fields for both the plaintiff and defendant located in the center of the screen. This information is located in section III of the Civil Cover Sheet (JS44). Please refer to the Citizenship section below for further instruction.

Citizenship (Section III):

StepScreen
This information is located in section III of the Civil Cover Sheet (JS44). image015
These fields should only be populated if 4 (Diversity) was selected in the jurisdiction field. image017

Nature of Suit (NOS) Codes (Section IV):

StepScreen
This information is located in section IV of the Civil Cover Sheet (JS44). image019
The drop-down menu includes all NOS codes listed on the Civil Cover Sheet. There are two options to locate the correct NOS code. You may use the drop-down menu to see a full list of all available NOS codes, or you may type the 3 digit NOS code in the filter field.

image021

image023

 

Origin (Section V):

StepScreen
This information is located in section V of the Civil Cover Sheet (JS44). image025
The drop-down menu includes all origin options listed on the Civil Cover Sheet. Only option one and two should be selected, depending on the type of case being opened. The other options are reserved for use by court staff. image027
Original Proceeding: This is the correct selection for any new civil case that is not a notice of removal. image029
Removal from State Court: This is the correct selection for a notice of removal. image031

Cause of Action (Section VI):

StepScreen
This information is located in section VI of the Civil Cover Sheet (JS44). image033
There are multiple options in the drop-down menu. image035
There are two options to locate the correct cause of action. You may use the drop-down menu to see a full list of all available causes of action, or you may begin typing in the filter field.
If you type in the filter field CM/ECF will narrow the search based upon the information entered. You may also use the drop-down menu after narrowing your search for a narrowed list of causes of action. image039

Jury Demand (Section VII):

StepScreen
This information is located in section VII of the Civil Cover Sheet (JS44). image041
Enter the party or parties requesting a jury trial. image043
REMEMBER: If you are requesting a Jury Demand in your case, you must also include the words DEMAND FOR JURY TRIAL in your Complaint or Notice of Removal. See LR 38 for more information.

Demand (Section VII):

StepScreen
This information is located in section VII of the Civil Cover Sheet (JS44). image045
Enter the dollar amount demanded in this field. The dollar amount should be entered in thousands of dollars. For example, a demand of $250,000 should be entered as 250. image047

Class Action (Section VII):

StepScreen
This information is located in section VII of the Civil Cover Sheet (JS44). image049
Select y (Class Action Alleged) if your complaint includes a class action allegation. The Class action box defaults to n (No Class Action Alleged). image051
REMEMBER: If you are alleging a class action in your case, you must also include the words CLASS ACTION ALLEGATION in your Complaint or Notice of Removal. See LR 23 for more information.
Last Updated: Wednesday, February 6, 2013

Entry of Additional Case Opening Information

Arbitration Code:

StepScreen
Leave this box blank.

image053

County:

StepScreen
Select the appropriate county. image055

NOTE: Selection of the appropriate county is determined by the type of filing.

  1. When filing a Complaint or Petition, the county should correspond to the location in which a substantial part of the events or omissions giving rise to the claim occurred or a substantial part of the property that is the subject of the action is situated.
  2. When filing a Notice of Removal, select the county where the originating complaint was filed.

 

Fee Status:

There are five selections, but only pend (IFP pending) and pd (paid) typically apply in civil cases at the time of filing.

image057

  1. pend (IFP pending) – Select this option if you intend to file an application to proceed in forma pauperis with this case.
  2. due (due) – Do not use.
  3. fp (in forma pauperis) – Do not use.
  4. none (no fee required) – for attorney use.
  5. pd (paid) – Select this option if you intend to pay the filing fee during docketing of the complaint or notice of removal.
  6. wv (waived) – for US Attorney use.

Fee Date:

StepScreen
This selection defaults to today’s date. Do not modify this date. image059

Date Transfer:

StepScreen
This selection should be left blank even if you are filing a Notice of Removal. image061

Completing the Case Opening Process:

StepScreen
REMEMBER: IT IS IMPORTANT to review this information prior to selecting Next to ensure all information has been entered correctly. You will have no further opportunity to modify this information. Select the Next button after case opening information has been entered in all required fields. image063

 

Adding Parties:

After all necessary data has been entered, the parties must be entered into CM/ECF to complete the case opening process. This is done via the participant tree, which divides the screen in half. The right side of the screen is used to add parties while the left side shows parties which have already been added.

image065

To add a party:

StepScreen
NOTE: DO NOT click the back button on your browser while adding parties or you will lose all the party information that has been entered.
Type the last name of the individual or the full name of the corporate entity into the Last/Business Name field. You must type a minimum of three letters to begin your search. image067
Click the Search button. Scroll through the search results to find the party you wish to add. Click on the name to highlight the party and use the Select Party button to add them to the left side of the participant tree. image069
NOTE: If the name of your party does not appear in the search results, you may click Create New Party to add a new name. DO NOT create a new party if any name in the list matches the name of the party for which you are searching.

Party information screen:

StepScreen
After a name is selected from the search results or a new party is created, the party information screen appears. This screen is used to select the role type of the party being added. It is very important to select the correct role type on this screen from the drop-down menu.* The role types are listed in alphabetical order and the default selection is Amicus. A complete list of role types is below. image071
*NOTE: When filing a petition, the correct role types are Petitioner and Respondent.

Amicus

Appellant

Appellee

Arbitrator

Claimant

Consol Claimant

Consol Counter Claimant

Consol Counter Defendant

Consol Cross Claimant

Consol Cross Defendant

Consol Defendant

Consol Plaintiff

Consol Third Party Defendant

Counter Claimant

Counter Defendant

Creditor

Cross Claimant

Cross Defendant

Custodian

Debtor

Debtor-in-Possession

Defendant

Fourth Party Defendant

Fourth Party Plaintiff

Garnishee

In Re

Interested Non-Party

Interested Party

Interpleader

Intervenor

Intervenor Defendant

Intervenor Plaintiff

Material Witness

Mediator

Movant

Notice Party

Objector

Petitioner

Plaintiff

Receiver

Respondent

Special Master

Taxpayer

Third Party Defendant

Third Party Plaintiff

Trustee

The Title field may be used for designations and their abbreviations, including Officer, Sergeant, Executor, and Doctor. Refer to Section 15 of the CM/ECF User Manual for additional information. image073
The Pro se box defaults to No and should not be modified. This status is updated when the party makes an appearance. image075
The Start date defaults to the date the party is being added to the case. Do not modify this field. image077
The Notice drop-down defaults to yes. Do not modify this field. image079
The Party text field is used to include additional information, including phrases like Individually or in their official capacity, or Incorporated in the State of Delaware. Refer to Section 15 of the CM/ECF User Manual for additional information. image081
DO NOT add address or e-mail information for parties. This information will be added when the party makes an appearance in the case. image083
NOTE: Refer to Section 16 of the CM/ECF User Manual for information about naming conventions and entry of additional information in text fields.

Completion of Party Information Entry:

StepScreen
Click the Add Party button after entry of the necessary information. image085
This adds the party to the participant tree on the left side of the screen, indicating that the party is now a case participant. image087
Click the Add New Party button to add each new party to the case. image089

Participant tree icons:

StepScreen
The participant tree has icons available to add additional information for each party. image091
The icons are defined as follows:
image093 Delete this party from this case.
image095 Add new alias, corporate parent, or attorney.
image097 Copy attorney(s) from other parties in the case to this party.
image099 Edit the party, alias, corporate parent, or attorney.
image101 Change the name of the party.
NOTE: The + and – icons located next to each participant name expand or collapse the information available. image103

Adding an alias:

StepScreen
Click on the add person icon image095next to Alias in the participant tree. image106
Type the last name of the individual or the full name of the corporate entity into the Last/Business Name field. You must type a minimum of three letters to begin your search. Click the Search button. Scroll through the search results to find the party you wish to add. image108
Click on the name to highlight the party and click the Select Alias button. image110
NOTE: If the name of your party does not appear in the search results, you may click the Create New Alias Button to add a new name. DO NOT create a new party if any name in the list matches the name of the party for which you are searching.
You must select an alias type* then click the Add Alias button. image112
*This is the complete list of all available alias translations in CM/ECF.

agent = agent of

aka = also known as

dba = doing business as

fdba = formerly doing business as

fka = formerly known as

nee = born

obo = on behalf of

rpi = real party in interest

ta = trading as

The alias is added to the participant tree. image114

Adding a corporate parent or other affiliate:

StepScreen
Click on the add person iconimage095 next to Corporate Parent in the participant tree. image116
Type the name of a corporate entity into the Last/Business Name field. You must type a minimum of three letters to begin your search. Click the Search button. Scroll through the search results to find the party you wish to add. image118
Click on the name to highlight the party and click the Select Corporate Parent button. image120
NOTE: If the name of your party does not appear in the search results, you may click the Create New Corporate Parent Button to add a new name. DO NOT create a new party if any name in the list matches the name of the party for which you are searching.
You must select a corporate parent type from one of the two selections: (1) Corporate Parent or (2) Other Affiliate. Corporate Parent is the most common selection. image122
After selecting the correct corporate parent type, click the Add Corporate Parent button. image124
The corporate parent is added to the participant tree. image126
REMEMBER: You are also required to file a Corporate Disclosure Statement which provides the above information.

Adding an attorney:

StepScreen
NOTE: When filing a Complaint, add yourself and any additional attorneys from your firm as counsel for the plaintiff. Even if you know the name of defendant’s counsel, do not enter counsel information. Defendant’s counsel must make an appearance to be added as counsel of record. When filing a Notice of Removal, add all counsel of record as they appear in the state court case.
Click on the add person icon image095next to Attorney in the participant tree. image128
To search for an attorney, enter the Oregon Bar ID or the last name of the attorney into the Last/Business Name field. You must type a minimum of three letters to begin your search. Click the Search button. Scroll through the search results to find the attorney you wish to add. image130
NOTE: If the name of the attorney you are searching for does not appear in the search results, DO NOT create a new attorney. Contact an attorney admissions clerk and they will determine if the attorney may be added.
Click on the name to highlight the attorney and click the Select Attorney button. image132
The attorney information screen appears. Review the attorney information to ensure that the correct attorney is being added then click the Add Attorney button. image134
NOTE: DO NOT make changes to an attorney’s account on this screen. Changes to these fields should only be made by the registered user from the Maintain User Account section.
The attorney is added to the participant tree. Repeat this process to add additional attorneys for case participants as necessary. image136

Copying an attorney:

StepScreen
Use the copy icon image097to add a previously added attorney to another case participant. image138
Clicking the copy icon will show a list of previously added attorneys. Select the attorney you wish to associate with the new party by checking the box next to their name then click the Copy Attorneys button. image140
If there are multiple attorneys to associate with the new party, you may check the box for each attorney and then click the Copy Attorneys button.
NOTE: In new civil cases, DO NOT add attorneys for defendants. In removal cases, all attorneys who have made an appearance in state court may be added.

Create Case:

StepScreen
After all the case participant information has been entered, click Create Case. image142
A confirmation message will appear in the center of your screen. If you have not completed adding all parties, click No and you will be returned to the add new party screen. Otherwise click Yes to continue. image144
The next screen will indicate the assigned case number. If you are ready to file a civil complaint or notice of removal, click Docket Lead Event. image146
NOTE: The case is not opened until the Complaint, Petition, or Notice of Removal has been docketed and the filing fee has been paid, unless you are exempted from the fee.
Last Updated: Thursday, February 16, 2017

Filing the Complaint

Filing the Complaint

StepScreen
Click on Docket Lead Event. image148
Select the appropriate lead event from the list. For a new civil case the most common events are Complaint and Complaint – Social Security. image150
The filter field can be used to narrow your selections. Begin typing the first few letters and CM/ECF will narrow the selections to include only those that match your entry. image152
Click on Complaint, which will move it to the Selected Events box. Click Next to continue. image154
NOTE: CM/ECF allows multiple events to be selected on this screen. Make sure that only the event you intended to select appears in the selected events window prior to clicking the Next button.
A screen will appear displaying the civil case number. Click Next to continue. NOTE: The case number field is automatically populated with the case number of the just-opened case. image156

Selecting a Filer:

StepScreen
Choose a filer from the Select the Filer screen which lists all parties entered in the case. Click on the filing party to highlight it. image158
NOTE: If you notice that a party is missing or you are unable to locate the filer you represent, you may click New Filer to add a new participant to this list. Refer to the Adding Parties section of the User Manual for instructions on adding a new participant.
If there is more than one filer, press and hold the control key while clicking on each party you wish to add. This will highlight multiple parties. Click Next to continue. image161
The next screen creates an association between the attorney and the parties selected as filers on the previous screen. The screen only appears the first time an attorney files on behalf of a party. If you had previously added yourself as an attorney for the filing party, this screen will not appear. Check the individual boxes or the Select All box as appropriate, then click the Next button. image163

Uploading Documents:

StepScreen
The next screen is the document attachment screen. image165
REMINDER: Pursuant to LR 5-2(b), all pleadings and documents, including attachments and exhibits, must be filed as text searchable PDF files unless otherwise directed by the Court.
The main document should be the Complaint. Click on the Choose File button to locate the complaint for attachment. image168
A new window will open. Locate your complaint or other document in the location where it has been saved. image172
Prior to attachment, it is recommended that the PDF be reviewed to ensure it is accurate and is the correct attachment. This can be done by right clicking on the PDF and selecting the Open option. The PDF will open on your screen for review. After confirming the PDF is correct, click the X in the upper right corner of the PDF to close it. image174
Make sure the correct document is highlighted and then click the Open button in CM/ECF to continue with document attachment. image176
Attachments should also be uploaded at this time. Click the Choose File button to locate and confirm your attachment as indicated above. image179
Each attachment must be labeled with a Category from the drop-down menu or a Description in the free text field. It is not necessary to enter both a Category and Description. image182
The first attachment(s) should be any exhibit(s) to the complaint. The next attachment should be the Civil Cover Sheet (JS44) followed by individual summons(es) for issuance. Multiple summons(es) may be attached as a single PDF document. Civil Cover Sheet and Summons are selections available in the Category drop-down menu. image185
NOTE: Attaching a PDF to the Attachment 1 option causes the Attachment 2 option to appear. Repeat the attachment process as needed to attach all necessary documents.
When all documents have been added, click Next to continue. image188

Paying Filing Fees:

StepScreen
The next screen presents 3 questions to determine the status of any filing fees. pay.gov process1
These selections indicate exemption or waiver of the filing fee and will allow you to proceed without payment of fees through Pay.gov. If you select either of these options, please proceed to the Party this Filing is Against section below. pay.gov process2
This selection initiates the online payment process through Pay.gov. pay.gov process3
The next screen verifies the filing fee. Click Next to continue to the Pay.gov processing screens. image199
There are two screens presented during the Pay.gov transaction process. The top right corner indicates which screen you are currently on. All fields with asterisks are required. image201
The second screen is the payment confirmation screen. If you need to modify any of the information select the Edit this information link at the top of the screen. CAUTION: IF YOU click the back button on your browser, you will be required to restart the docketing process from the beginning, and it may also result in duplicate billing of the filing fee. image204
An e-mail confirmation of your payment may be requested by populating these fields. Any e-mail address may be entered, not just the e-mail address of the filer. Multiple e-mail addresses may be entered, and each e-mail should be separated by a comma. image207
The final step is payment authorization. Check the agreement box and then click the Submit Payment button to complete the Pay.gov transaction. image210
NOTE: Once you click Submit Payment the filing fee has been paid. DO NOT click the back button on your browser or click the Submit Payment button more than once, as these actions will cause the filing fee to be charged a second time.

 

Jury Demand:

StepScreen
The following screen will ask you to confirm your jury demand. Make the appropriate selection from the drop-down menu and click Next. image213
The next screen confirms your jury demand and populates docket text. Select the appropriate answer and click Next. image215

 

Temporary Restraining Order/Preliminary Injunction:

StepScreen
The next screen asks if your filing is accompanied by a request for temporary restraining order or preliminary injunction. Make the appropriate selection and click Next. image217
NOTE: Certain case types and cases seeking a temporary restraining order or preliminary injunction will not be assigned to a judicial officer during the docketing process. You will see a warning message during docketing if you select Yes to the above question. The Clerk’s Office will assign a judge to these matters, and you will be notified as soon as possible.

 

Party this Filing is Against:

StepScreen
The next screen asks you to select the party that this filing is against. Click on the correct party, or click the All Defendants radio button to simplify the selection. Click the Next button to continue. image220

Final Steps:

StepScreen
The final warning screen will appear. image222
This is the last chance to insert further text into the display field or to make a selection from the drop-down menu. image225
If you have additional text to add, enter it in the display field. Otherwise, click the Next button. image228
This is the final warning screen, which displays the full docket text of the event. Click Next to file the documents. There will be no further opportunity to modify this docket entry and it will immediately post to the CM/ECF system. image231
A Notice of Electronic Filing (NEF) will be generated by the CM/ECF system for the docket entry. image233
Last Updated: Friday, February 26, 2016

Filing a Notice of Removal

StepScreen
After conclusion of the case opening process, click on Docket Lead Event. image235
Select the appropriate lead event from the list. For a new removal, the correct event is Notice of Removal. image150
The filter field can be used to narrow your selections. Begin typing the first few letters and CM/ECF will narrow the selections to include only those that match your entry. image238
Clicking on the Notice of Removal event will move it to the Selected Events box. Click Next to continue. image240
NOTE: CM/ECF allows multiple events to be selected on this screen. Make sure that only the event you intended to select appears in the selected events window prior to clicking the Next button.

A screen will appear displaying the civil case number. Click Next to continue.

NOTE: The case number field is automatically populated with the case number of the just-opened case.

image242

Selecting a Filer:

StepScreen
Choose a filer from the Select the Filer screen which lists all parties entered in the case. Click on the filing party to highlight it. image244
NOTE: If you notice that a party is missing or you are unable to locate the filer you represent, you may click New Filer to add a new participant to this list. Refer to the Adding Parties section of the User Manual for instructions on adding a new participant.
If there is more than one filer, press and hold the control key while clicking on each party you wish to add. This will highlight multiple parties. Click Next to continue. image247
The next screen creates an association between the attorney and the parties selected as filers on the previous screen. The screen only appears the first time an attorney files on behalf of a party. If you previously added yourself as an attorney for the filing party, this screen will not appear. Leave all boxes checked and click the Next button. image249

Uploading Documents:

StepScreen
The next screen is the document attachment screen. image165
REMINDER: Pursuant to LR 5-2(b), all pleadings and documents, including attachments and exhibits, must be filed as text searchable PDF files unless otherwise directed by the Court.
The main document should be the Notice of Removal. Click on the Choose File button to locate the notice of removal for attachment. image252
A new window will open. Locate your notice of removal or other document in the location where it has been saved. image254
Prior to attachment, it is recommended that the PDF be reviewed to ensure it is accurate and is the correct attachment. This can be done by right clicking on the PDF and selecting the Open option. The PDF will open on your screen for review. After confirming the PDF is correct, click the X in the upper right corner of the PDF to close it. image256
Make sure the correct document is highlighted and then click the Open button in CM/ECF to continue with document attachment. image258
Attachments should also be uploaded at this time. Click the Choose File button to locate and confirm your attachment as indicated above. image179
Each attachment must be labeled with a Category from the drop-down menu or a Description in the free text field. It is not necessary to enter both a Category and Description. image182
The first attachment(s) should be any exhibit(s) to the notice of removal, including the required state court pleadings. The next attachment should be the Civil Cover Sheet (JS44). Civil Cover Sheet is an available selection in the Category drop-down menu. image261
NOTE: Attaching a PDF to the Attachment 1 option causes the Attachment 2 option to appear. Repeat the attachment process as needed to attach all necessary documents.
When all documents have been added, click Next to continue. image263

Paying Filing Fees:

StepScreen
The next screen presents 3 questions to determine the status of any filing fees. image191
These selections indicate exemption or waiver of the filing fee and will allow you to proceed without payment of fees through Pay.gov. If you select either of these options please proceed to the Party this Filing is Against section below. image194
This selection initiates the online payment process through Pay.gov. image197
The next screen verifies the filing fee. Click Next to continue to the Pay.gov processing screens. image199
There are two screens presented during the Pay.gov transaction process. The top right corner indicates which screen you are currently on. All fields with asterisks are required. image201

The second screen is the payment confirmation screen. If you need to modify any of the information select the Edit this information link at the top of the screen.

CAUTION: IF YOU click the back button on your browser, you will be required to restart the docketing process from the beginning, and it may also result in duplicate billing of the filing fee.

image204
An e-mail confirmation of your payment may be requested by populating these fields. Any e-mail address may be entered, not just the e-mail address of the filer. Multiple e-mail addresses may be entered, and each e-mail should be separated by a comma. image207
The final step is payment authorization. Check the agreement box and then click the Submit Payment button to complete the Pay.gov transaction. image210
NOTE:Once you click Submit Payment the filing fee has been paid. DO NOT click the back button on your browser or click the Submit Payment button more than once, as these actions will cause the filing fee to be charged a second time.

Add State Court Information:

StepScreen
Enter the information regarding the state court case as requested in the free text fields. image269
NOTE: The naming convention for Oregon State Courts is the name of the county followed by the words County Circuit Court, i.e. Multnomah County Circuit Court.
Click Next to continue. image271

Jury Demand:

StepScreen
The next screen contains information regarding the jury demand. Click the Next button after reviewing the information. image273
The following screen will ask you to confirm your jury demand. Make the appropriate selection from the drop-down menu and click Next. image213
REMEMBER: If you are requesting a Jury Demand in your case, you must also include the words DEMAND FOR JURY TRIAL in your Complaint or Notice of Removal. See LR 38 for more information.

Temporary Restraining Order or Preliminary Injunction:

StepScreen
The next screen asks if your filing is accompanied by a request for temporary restraining order or preliminary injunction. Make the appropriate selection and click Next. image217
NOTE: Certain case types and cases seeking a temporary restraining order or preliminary injunction will not be assigned to a judicial officer during the docketing process, and you will see a warning message during docketing if you select Yes to above question. The Clerk’s Office will assign a judge to these matters as soon as possible. You will be notified when a judicial officer has been assigned.

Party this Filing is Against:

StepScreen
The next screen displays an informational message* and asks you to select the party that this filing is against. Click the All Defendants radio button. Click the Next button to continue. image278
*NOTE: When a Notice of Removal is filed, the parties retain their status from state court. For example, a defendant in state court remains a defendant in federal court, and a plaintiff in state court remains a plaintiff in federal court.

Final Steps:

StepScreen
The final warning screen will appear. image280
This is the last chance to insert further text into the display field or to make a selection from the drop-down menu. image282
If you have additional text to add, enter it in the display field. Otherwise, click the Next button. image284
This is the final warning screen, which displays the full docket text of the event. Click Next to file the documents. There will be no further opportunity to modify this docket entry and it will immediately post to the CM/ECF system. image286
A Notice of Electronic Filing (NEF) will be generated by the CM/ECF system for the docket entry. image290
Last Updated: Friday, February 26, 2016

Corporate Disclosure Statement

StepScreen
Click on Civil in the blue toolbar to view the civil events menu. image292
Click on Other Documents, located in the Other Filings menu. image294
The filter field can be used to narrow your selections. Begin typing the first few letters and CM/ECF will narrow the selections to include only those that match your entry. image296
Clicking on the Corporate Disclosure Statement event will move it to the Selected Events box.  Click Next to continue.  image298
NOTE: CM/ECF allows multiple events to be selected on this screen. Make sure that only the event you intended to select appears in the selected events window prior to clicking the Next button.
The civil case number screen will appear. image300
Enter the case number in which the document should be filed and click Find This Case. image302
NOTE: The case number may be entered in any of the formats indicated in the civil case number screen. The easiest way to locate a case is to enter the year it was filed and the 5 digit case number. CM/ECF will automatically populate the division code and case type within the search results.
After your case is located click Next to continue. image304

Selecting a Filer:

StepScreen
Choose a filer from the Select the Filer screen which lists all parties entered in the case. Click on the filing party to highlight it and click Next to continue. image306
NOTE: If you notice that a party is missing or you are unable to locate the filer you represent, you may click New Filer to add a new participant to this list. Refer to the Adding Parties section of the User Manual for instructions on adding a new participant.
The next screen creates an association between the attorney and the parties selected as filers on the previous screen. The screen only appears the first time an attorney files on behalf of a party. If you had previously added yourself as an attorney for the filing party, this screen will not appear. Check the individual boxes as appropriate and then click Next to continue. image308

Uploading Documents:

StepScreen
The next screen is the document attachment screen. image310
REMINDER: Pursuant to LR 5-2(b), all pleadings and documents, including attachments and exhibits, must be filed as text searchable PDF files unless otherwise directed by the Court.
The main document should be the corporate disclosure statement. Click on the Choose File button to locate the corporate disclosure statement for attachment. image170
A new window will open. Locate the corporate disclosure statement in the location where it has been saved. image313
Prior to attachment, it is recommended that the PDF be reviewed to ensure it is accurate and is the correct attachment. This can be done by right clicking on the PDF and selecting the Open option. The PDF will open on your screen for review. After confirming the PDF is correct, click the X in the upper right corner of the PDF to close it. image315
Make sure the correct document is highlighted and then click the Open button in CM/ECF to continue with document attachment. image317
When all documents have been added, click Next to continue. image319

Adding the Corporate Parent or Affiliate:

StepScreen
The next screen is the corporate parent search box. image321
Type the name of a corporate entity into the Last/Business Name field. You must type a minimum of three letters to begin your search. To avoid the addition of duplicate party records, searches should be conducted for partial names. Click the Search button. image323
Scroll through the search results to find the party you wish to add. Click on the name to highlight the party and click the Select name from list button. image325
NOTE: If the name of your party does not appear in the search results, you may click the Create new corporate parent or other affiliate buttonto add a new name. DO NOT create a new party if any name in the list matches the name of the party for which you are searching.
You must select a corporate parent type from one of two selections: (1) Corporate Parent and (2) Other Affiliate. Corporate Parent is the most common selection. image327
After selecting the correct corporate parent type, click the Add Corporate Parent button. image329
A confirmation screen will appear. Click the corporate parent to highlight it and then click Next to continue. image331
The corporate parent search box appears along with a list of previously added corporate parents. If additional corporate parents should be added, repeat the steps above until all corporate parents have been added. Once all corporate parents have been added and appear in the list, click End corporate parent or other affiliate selection to continue. image333

 

Final Steps:

StepScreen
The final warning screen will appear. image335
This is the last chance to insert further text into the display field or to make a selection from the drop-down menu. image337
After any further text has been entered or if there is no additional text to enter, click the Next button. image339
This is the final warning screen which displays the full docket text of the event. Click Next to file the documents. There will be no further opportunity to modify this docket entry and it will immediately post to the CM/ECF system. image341
A Notice of Electronic Filing (NEF) will be generated by the CM/ECF system for the docket entry. image343
Last Updated: Friday, February 26, 2016

Notice of Electronic Filing (NEF)

The Notice of Electronic Filing appears at the end of each docket event, and is sent via e-mail to registered users who are configured to receive such notices. The NEF is displayed in a standard format, with the following information included: Case Title, Case Number, Filer(s), Document Number, Docket Text, Notice has been electronically mailed to (a partial list of e-mail recipients), Notice has been delivered by other means to (a list of recipients who cannot be notified via e-mail), Document Description, Original Filename, and Electronic Document Stamp.

image233

NEF Details:

StepScreen
The date and time of the filing are documented in the NEF.  The time is recorded as Pacific time (PDT) based on the location of the CM/ECF system. image346
The case name and number, the filing party, the document number assigned to the entry, and the judge assigned to the case are listed in the NEF. image349
The docket text of the entry is also displayed. image351
NEF recipients are listed below this line. image354
Parties who are not registered users of CM/ECF who require service by another means are listed below this line. image356
Each document attached to the entry receives an electronic document stamp verifying that it received by the CM/ECF system. image358
Last Updated: Wednesday, February 6, 2013

Section 8 - Service of Process

Overview

(See Appendix A.)

To post service events, select Service and Process Documents from the Initial Pleadings and Service menu. This menu list contains both Fed. R. Civ. P. 4 and 5 events. Select the appropriate event shown in the drop down menu. Next, select the case, select the attorney, select the filer and complete the PDF upload screen.

Regular Civil Cases

(a) Issuing Process

(1) Waiver of Service: Attorneys wishing to pursue waiver of service pursuant to Fed. R. Civ. P. 4 (d) should use the Notice of Law Suit Request for Waiver event.

(2) Summons Issued: The clerk will issue process following the filing of the initial pleading and will make an appropriate entry on the docket.

(b) Returns of Service of Process

The Return of Service (USM 285) events are to be used when the US Marshal has effected service. Summons Returned events should be selected when the return has been made on the reverse of the summons or some other form of return. These events are to be used in connection with Fed. R. Civ. P. 4 service of process.

(c) Service under Fed. R. Civ. P. 5

The events for Affidavit of Service and Certificate of Service are used to record service under Fed. R. Civ. P. 5.

Habeas Cases

The following events are used specifically for entering the return of service of habeas petitions and should not be used for return of service under Fed. R. Civ. P. 4.

  • Acceptance/Acknowledgment of Service - 2241 Federal Habeas
  • Acceptance/Acknowledgment of Service - 2254 State Habeas
  • Acceptance/Acknowledgment of Service - Immigration
Last Updated: Wednesday, February 6, 2013

Section 9 - Answers to Complaints

Answers to Complaints

(See Appendix A)

This menu is used to post only the first answer by a defendant to the complaint and will allow the user to add attorneys. The user will see the following warning message when attempting to file subsequent answers by the same defendant to the same complaint:

An answer for this party was previously filed. If this submission is an amended / subsequent answer for this party, select the appropriate event under Initial Pleadings and Service / Other Answers.

(a) Case, Party Filer, and Link Party Filer Screens 

This sequencing of screens is unique to Answers to Complaints wherein the user will not see a drop down list for types of answers to complaints. The answer to complaint types are dependent upon the type of complaint filed. Select the case number, attorney, party filer and link party filer.

(b) Unanswered Complaint Screen

Check the box next to each unanswered complaint being answered by this filing. The next screen will be the .pdf file upload screen.

(c) Additional Effects Screen

This screen will collect information about any third party complaints. Checking this box will invoke additional screens to add the third party defendant(s). The user must select the party it is filing against.

(d) Jury Demand

Users will be reminded to update jury demand information.

(e) Final Posting Screens 

Other Answers

(See Appendix A.)

This menu contains the events for Answers and Responses to non-motion events. A user must select from this menu for subsequent answers by the same defendant to a complaint.

Last Updated: Wednesday, February 6, 2013

Section 10 - Motions

Motions Overview 

(See Appendix A and Appendix C.)

As with other filings, the user must choose the event, enter the case number, pick the party filer, and complete the Link Party Attorney screen as appropriate. During the transaction, the user will be prompted to upload the corresponding PDF file. To access the available motion types, the user should click on Motions under Motions and Related Filings menu. Multiple motion types may be selected simultaneously. 

(a) Motion to Vacate and/or Correct Sentence §2255

A Motion to Vacate and/or Correct Sentence pursuant to 28 U.S.C. §2255 is a motion in the criminal case, but in the civil case environment, it is construed as a case opening event. The system will automatically open the civil case for statistical purposes only.

(b) Motions for Extension of Time

Four separate events address variations of motions for extension of time and each motion type creates and satisfies different deadlines when granted by the Court.

(c) Bill of Costs (See LR 54)

Cost Bills behave like a motion; consequently, the Bill of Costs event is found under the Motions menu. The user will be prompted to select deadlines (1) for filing objections to the proposed cost bill, which is 14 days pursuant to LR 54-1, and (2) for the taxation of costs. A cost bill may be submitted either on the standard form supplied by the Administrative Office or in pleading form.

When the Cost Bill is submitted on the AO form, court staff will make a copy of the cost bill before posting. The document signed by the attorney will be uploaded. The copy will be forwarded to the judge for consideration. When costs are taxed, the Cost Bill form will be electronically posted to the case.

(d) Objections to Magistrate Orders

Objections behave like a motion; however the event is located on the Other Answer menu.

(e) Scheduling

(1) Response and Reply Deadlines: The response due date (see LR 7-1(f)(1)) and reply due date (see LR 7-1(f)(2)) for civil motions are automatically calculated and include the three days for mailing pursuant to Fed. R. Civ. P. 6(d). Although the due date for the response or reply will appear during the docket transaction, it is not editable by a non-court user and it will not display in the docket text. The response or reply date will still be set in the background for calendars and reports. Subsequent or extended response and reply dates set by the Court will continue to display in the docket text.

(2) Dispositive Motion Response and Reply Deadlines: Casewide dispositive motion response or reply due dates may be different from the actual response or reply dates generated when the dispositive motion is actually filed. Parties are cautioned to check the docket for overriding case deadlines for submissions which supersede the system-generated deadlines.

Responses and Replies

Events in this category are to be used in connection with all motion category events. The user should select the most appropriate event and then further describe the pleading in the docket text box. Following are some Response and Reply events of special note:

(a) Objections and Responses to Bill of Costs, and Findings and Recommendations

Cost bills and Findings and Recommendations are treated as motions; consequently the objection and response events to these documents are located on the Responses and Replies menu.

(b) Responses to Discovery Motions (See LR 26-3(c))

These events do not set a reply date.

(c) Linking

When posting a response or reply to a motion, the user is prompted to select the subject motion and create the link automatically. The response is to be linked to the motion, and the reply is to be linked to the subject motion. Where appropriate, the system will also schedule the reply due date upon the filing of the response.

Other Supporting Documents

Other supporting documents include documents signed by a third party. This menu contains events which may be linked to previously filed documents. The Related Documents screen is used to establish a hypertext link in the current event to previously filed documents. After selection of the Related Documents box, users will be prompted to select a category for the previously filed document. For example, the category 'cmp' would be selected to link the current document to the complaint event. As with other menus, the user is prompted to select the event, case number, attorney, and filer.

Last Updated: Friday, February 26, 2016

Section 11 - Other Filings

Overview

(See Appendix A and Appendix B)

Events under Other Filings are accessible by menus created by event type. This menu offers events for ADR Documents, Discovery Documents, Notices, Trial Documents, Appeal Documents, and Other Documents. Procedures for filing these events are straightforward and similar to posting other documents where the user selects the event, selects the party, and completes the Link Party Attorney screen. Events of note are further described below.

Notices

Notice events for the appearance, withdrawal or substitution of counsel of record will prompt the user to add or terminate an attorney.

Trial Documents

The procedure for filing trial events is similar to all other documents; select case, select filer. The next screen permits the user to choose what type of trial event to file. Select the type of trial event to be filed from the picklist. Proposed Jury Instructions, Voir Dire, and Verdict form events are found on this menu. Multiple trial events may be selected simultaneously by holding down the Ctrl key as selections are made.

Appeal Documents

The Notice of Appeal event is used for appeals to the Ninth Circuit as well as patent and trademark appeals to the Federal Circuit. The filing fee is payable during the event transaction. See Credit Card Payments in CM/ECF.

Other Documents

The Other Documents menu contains various events that vary in type. Select the event, select attorney, select party, and link party filer. Select the type of event to be filed from the picklist. Multiple events may be selected simultaneously.

(a) Proposed Documents (See LR 5-11(c))

(1) Proposed Forms of Orders or Judgments: Proposed forms of orders or judgments, when requested, are to be docketed and served and clearly identified as proposed documents. In addition to a generic form of proposed order or judgment event, there are also specific events for certain types of proposed orders.

(2) Proposed Amended Pleadings: When leave of court is sought for filing an amended pleading or document, first choose the appropriate motion event. The proposed amended pleading is to be filed as an attachment to the motion event. The attachment description must be "Proposed Document."

(3) Proposed Pretrial Order - Individual: Use this event to file a proposed pretrial order submitted on behalf of an individual party or fewer than all the parties represented in the case.

(4) Proposed Pretrial Order - Joint: Use this event to file a proposed pretrial order submitted on behalf of all parties represented in the case.

(b) Ex parte Submissions

Ex parte submissions to the Court may be made electronically by selection of the ex parte function (0ex1 or 0ex2) with the event. For information about submitting documents in camera or under seal, see LR 3-7, LR 3-8, and LR 26-4.

  • Select 0ex1 - Ex Parte Docket Entry and Document when the existence of the entry and the contents of the document are restricted to only the filer and the Court.
  • Select 0ex2 - Ex Parte Document when the existence of the entry may be known to the opposing party but the document is restricted to only the filer and the Court.
Training videos are available under CM/ECF Help under the For Attorneys tab.

(c) Consents to Proceed Before a Magistrate Judge

Effective March 6, 2017, individual party Consents to Proceed Before a Magistrate Judge are to be filed electronically (See Standing Order 2017-4).

Last Updated: Monday, March 6, 2017

Section 12 - Queries and Reports

Case Information Sources

Case docket information sources are stored by various media depending on when the case was filed.  The following date ranges are approximate.  Users should contact the Clerk's Office for assistance in locating information for cases filed prior to 1990. 

Access CM/ECF (with PACER interface) to locate civil and criminal cases filed since 1990.  Microfiche is available at the Court's intake counters for civil and criminal cases filed from 1979-1990.  Microfilm is available at the Court's intake counters for criminal cases filed from 1971 to approximately 1983 and for civil cases from 1967 to approximately 1988.

Search Guidelines

To search for a name or party in CM/ECF, you must have a minimum of two characters (alphabetic or numeric). A wildcard (*) symbol may be used in place of a character before the two known or after the two known characters entered. Entry of the wildcard character before the two known characters will generate a very broad search result. The system will view the two known characters as a string and display any names which contain the string.

Alternatively, use of the wildcard symbol following the two known characters will generate a report containing only those names which begin with the two known characters. The addition of known characters will further limit the search results. If more than one case/person meets the criteria, the user must select one from the generated list and then choose what data to view.

Query

The Query main menu option allows users to search for specific case information by name or case number such as docket report, alias, attorney, party, or associated case information. Some options, like the motions report, will involve further selection criteria by the user. Users should note that name fields are not case sensitive and can be for both parties or attorneys. Users may further refine their search for case specific information on the Query sub-menu to reduce PACER charges by selecting the most appropriate item.

Reports

The Reports main menu option allows users to search for district wide information for both civil and criminal cases. Menu selections are predicated upon the user’s access level. In most report selection screens, the following rules apply:

  • If a selection box displays more than one choice, multiple items may be selected.
  • If a selection list includes a blank item, it can be used to select "all."
  • If multiple selection criteria are specified, i.e. judge and office, only those items for which both are true will be retrieved.

(a) Docket Sheet

The Docket Sheet report displays the cover page and selected docket entries for a single case. If a document range is specified, docket entries which do not have an associated document will not be listed. This report is the same as generated via the Query menu option Docket Report. Registered Users will be able to view the Notices of Electronic Filing by selecting Docket Sheet and checking the box to include the links to the Notice of Electronic Filing. When viewing the system-generated Docket Sheet, the user may click on the icon next to the document number to display the Notice of Electronic Filing for that transaction.

(b) Civil Cases Report

This report displays a summary list of cases selected by numerous criteria, including office, nature of suit, cause of action, and jurisdiction.  The report can be sorted by case number or any of the criteria selected.

(c) Criminal Cases Report

This report displays a summary list of cases selected by numerous criteria including office, case flags, or citation and can include pending and/or terminated defendants. The report can be sorted by case number, terminal digit, or office.

(d) Civil and Criminal Selected Reports

(1) Calendar - Events: (See Appendix G) This report displays the selected date range cases which include the calendar items matching the selection criteria.  The report may be sorted by time or divisional office location. The report also generates hearings.

2) Docket Activity: The Docket Activity Report displays a summary of docketed events selected by numerous criteria, including start date, end date, office, category of event, or case number. Each item listed includes a case number hyperlink to a docket report and a link to the related PDF document.

(3) Written Opinions: This report allows the user to view those documents designated as written opinions in the system. There are no PACER charges incurred when viewing written opinions.

Pursuant to the E-Government Act of 2002, a "written opinion" is defined as "any document issued by a judge or judges of the court, sitting in that capacity, that sets forth a reasoned explanation for a court's decision." The responsibility for determining which documents meet this definition rests with the authoring judge. The decision as to whether the document is a "written opinion" is not the same as the decision about whether an opinion should be published.

The definition is expressly intended to cover reports and recommendations issued by magistrate judges at such time as any action is taken by a district judge on the basis of a report and recommendations issued by a magistrate judge, and also includes a summary order by a district judge adopting such a report and recommendations. The definition is not intended to include routine, non-substantive orders such as scheduling orders or rulings on motions for extension of time.

 

Last Updated: Wednesday, February 6, 2013

Section 13 - Utilities

Overview

The Utility menu allows registered users (see LR 1-5(k)) access to maintain their user account (Maintain Your Account), generate a report showing the user's activity in the system within a specified date range (View Your Transaction Log), view mailing information for a case (Mailings menu), and display Pay.gov payment history (Internet Payment History). Court users have expanded menus which include case and docket editing menus.

Maintain Your Account 

(See LR 83.)

Registered users have access through this link to update their street address and e-mail address information (including the addition or correction of any secondary e-mail addresses), select notification preferences, and alter their CM/ECF logins and passwords.

(a) Main Account Screen

This screen provides access to the registered user's name, office, street address, telephone and fax number, and bar status fields. Users will not be able to modify the name, type, or bar status fields. If the attorney is hard linked to a firm record and needs to make a change to that firm name or address, he/she must contact Court staff to sever the link before those changes can be completed. No modifications will be written to the database until the user clicks the Submit button at the bottom of this screen. If changes or modifications have been made to the street address information or telephone fields, the next screen will display a list of cases associated with that user. The user will be prompted to spread the new information to those cases or, as recommended, "Update All."

(b) E-Mail Information (See also Section 6)

To update a user's e-mail information, select the Update E-mail Address link on the Maintain User Account screen. No modifications will be written to the database until the user clicks the Submit button at the bottom of the main account screen.

(1) Primary E-mail Address: Court staff will enter the attorney's e-mail address supplied on the registration form, petition for admission, or pro had vice application. This address must be kept current.

  • Format: The format for the notices can be either html or plain text. The default format is set to html. If the messages are difficult to read because there is html code in the body of the email message, the user may wish to change this setting to plain text.
  • Delivery Method: The attorney may elect to receive an individual e-mail notice each time a transaction occurs or a summary notice listing transactions from the previous business day (the summary is created the following day). This field can be modified at any time.
  • In All My Cases: The e-mail address, format, and delivery choices made for the primary address will apply to all cases where the attorney is counsel of record.
(2) Additional Options - Additional Cases. To add additional cases to the list for this e-mail address, the user must select Additional Cases from the Additional Options dropdown list. Then, the user can select Add from the Additional Cases to Receive NEFs picklist that appears.
  • When the user enters a case number, if there is more than one case for the year and number entered, a pop-up window appears. The user is prompted to select the correct case from the list in the pop-up window. If the case number entered in the Enter case number field is not a valid case, a pop-up window appears stating such.
  • Once the user selects the appropriate case number, the case is added to the Additional Cases to Receive NEFs list. The user can add as many cases to the list as desired.
  • To remove a case from the list, the user must select Remove from the Additional Cases to Receive NEFs dropdown list and then click on the appropriate case number. A Remove from List button appears, allowing the user to remove the case from the list.
(3) Additional Options - Delivery Method Exception: There are two delivery methods for receiving NEFs: individual and summary. The delivery method of choice is selected for all the cases in the user’s list. However, if the user wants to receive the opposite method of delivery for one or some cases, the user should select Delivery Method Exceptions from the Additional Options dropdown list. If the user then selects Add from the Delivery Method Exceptions dropdown list that appears, the user can select the case(s) to add for the other delivery method.

(4) Secondary Addresses: To add and configure additional e-mail addresses, the user should click the Add Additional E-mail Address button, which causes the Secondary E-mail Addresses field to appear.

  • If the user enters a valid e-mail address, the e-mail settings options appear for modification, which works the same as for the primary e-mail address. The user can change the format, delivery method, and active settings; add and remove cases; and set delivery method exceptions for the secondary e-mail address.
  • The Active checkbox is available only for additional email addresses. Once the e-mail addresses have been added and configured, the user submits the changes by clicking the Return to Person Information Screen button.

(c) More User Information

This screen permits the user to modify the court generated login and password fields. Passwords are to be at least 8 characters in length and must be made up of uppercase and lowercase letters and at least one number or one symbol. No modifications will be written to the database until the user clicks the Submit button at the bottom of the main account screen.

Last Updated: Wednesday, February 6, 2013

Section 14 - Conventions and Standards

Overview

(See also Section 12.)

The purpose of establishing conventions and standards for party name entries is to facilitate litigation searches and to avoid duplication of party names in the database. The basic rule for party name entry is to spell it exactly as it appears on the pleading. It is important to do a thorough search to avoid entering duplicate information. Searches are conducted by entering only the first few letters of the last name of a person, business, municipality, organization, or agency. The information will be retrieved only as it appears in the system database.

Abbreviations

When entering addresses use these abbreviations:

  • Avenue = Ave.
  • Boulevard = Blvd.
  • Court = Ct.
  • Highway = Hwy.
  • Room = Rm.
  • Street = St.
  • Suite = Ste.
  • Navigational references in street addresses may be abbreviated using N, S, W, and E with punctuation. For example, Southwest = S.W.

Telephone and Facsimile Numbers

Telephone and facsimile numbers should be with the area code in parentheses.  For example:

Example

503-122-3344

Party Name and Party Text Entry

Enter the party name exactly as listed on the case-intitiating document (excluding only the words “The," "A," or "An" when preceeding the name of a party). Use punctuation when it is part of the actual name (e.g., the apostrophe in O'Malley or Dave's Diner). Include hyphens in the last name or first name field when necessary (e.g., Rodriguez-Sanchez). Remove spaces in a last name (e.g., last names beginning with Mac or Mc or MC).

Example 1
Enter Dr. Harry A O'Malley IV

Last name: O'Malley
First name: Harry
Middle name: A.
Generation: IV
Title: Dr.

Example 2
Enter Harry O Mc Cord
Last name: McCord (removing the space between the c's)
First name: Harry
Middle initial: O.
Insert any additional party text information included in the pleading caption into the Party Text field.

(a) Individual Persons

Enter the full last name, full first name, middle name (or initial), and generation (for example: Jr., Sr., II, etc.) into the designated fields. Use the Title field for designations such as Officer, Sergeant, or Executor. Additional information may also be added in the Party Text field such as the words: Individually or in their official capacity, or Incorporated in the State of STATE NAME. Do not insert address information for non-pro se litigants.

(b) Corporations

Enter the full and complete name as referenced in the pleading in the last name field only. Exclude from entry of a corporate name any leading "The."

Example
The Integrated Global Systems Company
Last Name: Integrated Global Systems Company
(remove the leading word "The")

(c) Unions

The last name field is to be the full name of the union or trust with the Local number or Trustees of . . . in the first name field. Where Trustees are also identified in the complaint in their official capacity, the individual names are to be entered into the party text field for the Trust. Where a Trustee is identified as a separate party, he/she must be entered as an individual, separate party.

Example 1
Plumbers and Pipefitters, Local 359
Last Name: Plumbers and Pipefitters
First Name: Local 359
Party Text: blank
Displayed as: Local 359 Plumbers and Pipefitters
Example 2
Electrical Union Health and Welfare Pension Trust
Last Name: Electrical Union Health and Welfare Pension Trust
First Name: Trustees of
Party Text: John Doe, Richard Roe, Mary Smith, Sally Jones, Trustees
Displayed as: Trustees of Electrical Union Health and Welfare Pension Trust, John Doe, Richard Roe, Mary Smith, Sally Jones, Trustees
Example 3
International Brotherhood of Carpenters Local 25

Last Name: International Brotherhood of Carpenters
First Name: Local 25
Not Local 25, IBC

(d) Indian Tribes

Do enter "Confederated Tribes of the Umatilla Indian Nation," not "Umatilla Confederated Tribes."

(e) Governmental Entities

(1) Federal Agencies: Enter the agency name (e.g., U. S. Department of the Interior), instead of the name of the agency head (e.g., Ken Salazar), unless that person is being sued in his/her individual capacity.

Example 1
Secretary Ken Salazar, U.S. Department of Interior
Last name field: U.S. Department of Interior
Party Text: Secretary Bruce Babbitt
Example 2:
When the Secretary is also being sued in his individual capacity enter:
Last name field: Salazar 
First name: Ken
Title: Secretary
Party text: Department of Interior, in his individual capacity

(2) States, Cities, Towns, and Counties: Enter the key words City of CITY NAME in the last name field. However, if the litigant is a department or agency for that state or city, drop the words "State of" or "City of" from the last name field and start the last name field with the name of the state or city.

Example 1
City of Portland Water District
Last Name Field: Portland Water District
Example 2
City of Portland
Last name field: City of Portland
Not Portland, City of
Example 3
Office of Services to Children and Families for the State of Oregon
Last name field: Oregon Office of Services to Children and Families

(f) Personal Property

Enter the item as listed in the pleading. Enter further description of the item, such as registration numbers, color, year, make, or model in the Party Text field.

(1) Vehicles: Enter the vehicle as identified on the complaint.

Example
1989 Chrysler New Yorker, VIN 325678765445
Last name field: 1989 Chrysler New Yorker
Party Text: VIN 325678765445

(2) Currency: Enter currency as listed on the complaint. Enter the $ symbol with the dollar amount. Use comma(s) and decimal points. Following the amount, in parenthesis, place the type of currency (e.g., (U.S.) for U.S. dollars), if known.

Example
$14,669.42 in US Currency
Last name field: $14,669.43 (US)

(g) Real Property

Use the street address if available. Start the last name field with the street address followed by the city and then the state abbreviation.

Example
Enter 15993 SW Happy Valley Lane, Portland, Oregon,99832 real property with buildings, appurtenances and improvements
Last name field: 15993 SW Happy Valley Lane, Portland, OR, 99832
Party text: real property with appurtenances and improvements

If the street address is not included, use the real property legal description starting with the county where the land is situated. Insert the name of the state where the land is located in the party text field. Skip inserting the words "more or less" in the party descriptions.

Follow this hierarchy in entering the legal description of the property:

  1. County
  2. Number of Acres of Land
  3. Tax ID number
  4. Lot Number
  5. Block Number
Example 1
Enter 2.40 Acres of Land more or less in Clackamas County, Oregon, Tax Lot 1993939
Last Name Field: Clackamas County 2.40 Acres of Land
Party text: Tax Lot 1993939 in the State of Oregon

Example 2
Lot 1, Block 23, 4 Acres of land more or less in the State of Oregon, Multnomah County

Last Name Field: Multnomah County 4 Acres of Land
Party Text: Lot 1 Block 23 in the State of Oregon

(h) John Doe(s) / Jane Doe(s)

  • If the last name of the party is known but not the first name, enter/create the party by the last name only. (See Example 1).
  • If a first name is known but not the last name, the party record should be entered as specified in Example 2.
  • If both the first and last name are unknown, enter the party as a "John Doe" or "Jane Doe." (See Example 3)
  • If the pleading identifies many unknown parties (e.g., John Does 1-5), then add the descriptor (1-5) in the party text for the party record of "John Doe" or "Jane Doe." (Example 4)
  • If there is a unique descriptor about any of multiple John Does (e.g., Sergeant-in-Charge), create a separate party.
Example 1:
Enter ? Smith

Last Name: Smith
First name: Leave blank

Example 2:
Enter Sally ?
Last Name: Doe
First Name: Sally
Example 3:
Both first and last names unknown
Last Name: Doe
First Name: John
Example 4:
Multiple unknown parties
Last Name: Doe
First Name: John
Party text: 1-5

At such time as a "Doe" party is identified in the case, a termination date should be entered for the "Doe" party and a new party record created for the named party.

(i) Estates

If the party is regarding the estate of a person, insert "Estate of" in the last name field.

Example:
Enter Estate of Dorothy Drew
Last Name: Estate of Dorothy Drew
First Name: Leave Blank
Party Text: Deceased

 

(j) Guardian Ad Litem

If the party is represented by a guardian ad litem, the guardian should be entered as the party. The person who is the subject of the guardianship should be entered the party text field.

Example:
John Doe, Guardian ad litem for Jane Doe
Last Name:Doe
First Name: John
Party Text: Guardian Ad Litem for Jane Doe

 

Last Updated: Tuesday, July 8, 2014

Appendix A - Civil Event List

Initial Pleadings and Service

Complaints and Petitions

Amended Complaint
Amended Petition for Writ of Habeas Corpus (2241)
Amended Petition for Writ of Habeas Corpus (2254)
Complaint
Complaint - Intervener
Complaint - Social Security
Complaint - Third Party
Counterclaim
Crossclaim
Motion to Vacate/Set Aside/Correct - 2255
Notice of Removal
Petition
Petition - INS Denial of Citizenship
Petition - Writ of Habeas Corpus (2241)
Petition - Writ of Habeas Corpus (2254)
Petition - Enforce IRS Summons
Supplemental Complaint

Other Case Initiating Documents

Bankruptcy Adversary Proceeding
Bankruptcy Appeal
Complaint for Limitation/Exoneration of Liability

Service and Process Documents

Acceptance/Acknowledgment of Service
Acceptance/Acknowledgment of Service 2241
Acceptance/Acknowledgment of Service 2254
Acceptance/Acknowledgment of Service - Immigration Habeas
Affidavit of Service
Certificate of Service
Clerk's Notice of Mailing
Notice of Lawsuit and Request for Waiver
Process Receipt and Return (Treasury)
Proof of Publication
Proposed Summons
Return of Service (USM 285) Executed
Return of Service (USM 285) Executed - USA
Return of Service (USM 285) Unexecuted
Return of Service by Publication
Summons Issued
Summons Issued - Social Security USA
Summons Returned Executed
Summons Returned Executed - USA
Summons Returned Unexecuted
Waiver of Service Summons
Waiver of Service Unexecuted
Warrant Issued
Warrant Returned Executed
Warrant Returned Unexecuted
Writ Issued (Generic)
Writ Returned (Generic)
Writ of Execution Issued
Writ of Execution Returned
Writ of Garnishment Issued
Writ of Garnishment Returned
Writ of Habeas Corpus ad Testificandum Executed
Writ of Habeas Corpus ad Testificandum Issued
Writ of Habeas Corpus ad Testificandum Unexecuted

Answers to Complaints

These events will not appear on a drop down list.  They execute based upon the type of complaint filed.

Other Answers

Answer
Answer to Writ of Garnishment
Bankruptcy Appellants Brief
Bankruptcy Appellants Reply Brief
Bankruptcy Appellees Brief
Claim
Debtor Response to Clerks Notice of Garnishment
Memorandum
Objection
Objections to Answer to Writ
Pro Bono Appointment Response Form
Reply
Response
Response to Objections to Magistrate Judge's Order
Response to Order to Show Cause
Social Security Answer after Remand and Administrative Record
Social Security Defendants Brief
Social Security Plaintiffs Brief
Social Security Plaintiffs Reply Brief
Withdrawal of Claim

Motions and Related Filings

Motions (See Appendix C)

Responses and Replies

0ex1 - Ex Parte Docket Entry & Document ONLY (use with other selection)
0ex2 - Ex Parte Document ONLY (use with other selection)
Affidavit in Opposition to Motion
Memorandum in Opposition
Objections to Bill of Costs
Objections to Findings & Recommendation
Objections to Magistrate Judges Order
Reply to Motion
Response in Opposition to Motion
Response to Concise Statement of Material Fact
Response to Discovery Motion
Response to Motion
Response to Objection to Findings & Recommendation
Sur-Reply to Motion
Sur-Response to Motion

Other Supporting Documents

0ex1 - Ex Parte Docket Entry & Document ONLY (use with other selection)
0ex2 - Ex Parte Document ONLY (use with other selection)
Affidavit
Affidavit in Support of Motion
Brief
Brief in Support of Petition
Certificate of Compliance
Concise Statement of Material Fact
Declaration
Memorandum in Support
Memorandum in Support of Motion
Supplement
 

Other Filings

ADR Documents

Joint Alternate Dispute Report
Request for Trial de Novo

Discovery Documents

Fed R Civ P 26 Agreement
Notice to Take Deposition

Notices

Acceptance with Offer of Judgment
Address Change
Application for Writ of Execution
Application for Writ of Garnishment
Attorney Appearance
Attorney Association
Attorney Substitution
Certification of US Attorney
Condemnation
Dismissal of Party
Intent to File Capital Habeas Petition
Joinder Notice
Lis Pendens
Notice
Notice of Intent [to] Engage in Voluntary Settlement Procedures
Notice of Intent to Redact Transcript
Notice of Lodging of the Administrative Record
Settlement Notice
Settlement of Redaction of Transcript – FRCP 5.2
Voluntary Dismissal of Case
Withdrawal of Attorney
Withdrawal of Notice of Intent to Redact Transcript

Trial Documents

Clerks List of Exhibits & Witnesses
Designation of Deposition Testimony
Exhibit
Exhibit List
Expert Statement
Instructions to the Jury
Jury Instructions Proposed
Jury Notes
Jury Notes Unredacted
Jury Verdict
Jury Verdict Form – Proposed
Jury Verdict Unredacted
Objection
Objection to Trial Exhibit
Proposed Voir Dire Questions
Statement of Claims or Case or Special Damages
Trial Brief
Trial Memorandum
Witness List
Witness Statement

Appeal Documents

Appeal Record Returned
Appeal Record Sent to USCA
Appeal of Magistrate Judge Decision to District Court Judge
Bill of Costs – Ruled on by USCA
Certificate of Record by Clerk to USCA
Fee Paid
Mandate of USCANotice of Appeal
Notice of Appeal - Preliminary Injunction
Notification of Appeal Sent to USCA
Order Granting Permission to Appeal
Order of Dismissal of Appeal by USCA
Referral Notice
Representation Statement
Supersedeas Bond
Supplemental Record Sent to USCA
Transcript Designation and Order Form
Transcript of Proceedings
Transcript of Proceedings - REDACTED
Transcript of Proceedings – UNDER SEAL
USCA – Clerk Order Filed: Prisoner Authorization Form
USCA Case Number
USCA Judgment
USCA Memorandum/Opinion
USCA Order
Writ of Certiorari Issued - Supreme Court

Other Documents

0ex1 - Ex Parte Docket Entry & Document ONLY (use with other selection)
0ex2 - Ex Parte Document ONLY (use with other selection)
Administrative Record
Administrative Record - Social Security
Amicus Curiae Appearance
Answer to Interrogatories
Application for Special Admission Pro Hac Vice
Application for Stay of Execution
Bond
Collateral Received
Collateral Returned
Concise Statement
Consent to Join
Corporate Disclosure Statement
Deposition
Exhibit
Filing Fee Received
Financial Affidavit
Interpleader
Interrogatories
Joint Status Report
Jury Demand
Letter
Notice of Levy - USM
Offer of Judgment
Petition to Perpetuate Testimony
Prisoner Trust Fund Account Statement
Proposed Findings of Fact
Proposed Order or Judgment
Proposed Pretrial Order - Individual
Proposed Pretrial Order - Joint
Redacted Document
Redaction Index
Report
Request
Request for Admissions
Request for Production of Documents
Request for Refund of Fees Paid Electronically
Request for Three Judge Court
RICO Statement
Satisfaction
Sealed Document
Settlement Agreement
Status Report
Stipulation
Transcript Designation and Order Form
Transcript of Proceedings
Transcript of Proceedings - REDACTED
Transcript of Proceedings – UNDER SEAL
Transcript of State Court Proceedings
Waiver
Last Updated: Friday, August 9, 2013

Appendix B - Criminal Event List

Charging Instruments and Pleas

Indictment, Information, Complaint

Complaint
Complaint (Sealed)
Defendant Information Relative to a Criminal Case Sheet (Backer)
Indictment
Indictment (Sealed)
Indictment Unredacted
Information - ALL Misdemeanor
Information - ALL Misdemeanor (Sealed)
Information - Felony
Information - Felony (Sealed)
Superseding Complaint (Sealed)
Superseding Indictment (Sealed)
Superseding Information - ALL Misdemeanor (Sealed)
Superseding Information - Felony (Sealed)

Plea-Related Documents

Consent to Rule 11 Plea in a Felony Case before U.S. Magistrate
Plea Agreement
Plea Petition

Motions and Related Filings

Motions (See Appendix C)

Responses Replies & Other Supporting Documents

0ex1 - Ex Parte Docket Entry & Document ONLY use with other selection
0ex2 - Ex Parte Document ONLY use with other selection
Affidavit
Brief
Declaration
Exhibits
Memorandum in Opposition
Memorandum in Support
Reply to Motion
Response to Motion

Other Filings

Transfer Documents

Acknowledgment of Receipt of Record
Commitment to Another District
Documents Received From Other Court
Order of Removal to Demanding District
Probation Transfer Record Received
Record Transmittal Letter by Clerk
Removal from State Court
Rule 20 - Return
Rule 20 - Transfer In
Rule 20 - Transfer Out
Rule 20/21 Return Out
Rule 21 - Return
Rule 21 - Transfer In
Rule 21 - Transfer Out
Transfer of Jurisdiction In - Probation
Transfer of Jurisdiction In - Supervised Release
Transfer of Jurisdiction Out - Probation
Transfer of Jurisdiction Out - Supervised Release

Detention Documents

Appearance Bond of Witness
Arrest
Arrest - Other District
Arrest - Out of District Warrant
Arrest of Material Witness
Bond
Detainer

Discovery Documents

Bill of Particulars
Request for Discovery
Request for Notice of Government's Evidence

Waivers

Counsel
Indictment
Interstate Agreement on Detainers
Minimum Time to Trial
Other
Preliminary Examination or Hearing
Presence at Arraignment
Presentence Investigation Report
Speedy Trial
Trial by Jury

Service of Process Documents

Application and Affidavit for Search Warrant
Arrest Warrant Issued
Arrest Warrant Returned Executed
Arrest Warrant Returned Unexecuted
Certificate of Service
Clerk's Notice of Mailing
Judgment or Order Returned Executed
Marshal Service Form 285
Process Receipt and Return (Treasury)
Proof of Publication
Search Warrant Issued
Search Warrant Returned Executed - No Seizure
Search Warrant Returned Executed - Seizure
Search Warrant Returned Unexecuted
Summons Issued
Summons Returned Executed
Summons Returned Unexecuted
Violation Summons Issued
Violation Summons Returned Executed
Violation Summons Returned Unexecuted
Violation Warrant Issued
Violation Warrant Returned Executed
Violation Warrant Returned Unexecuted
Writ of Execution Issued
Writ of Execution Returned
Writ of Garnishment Issued
Writ of Garnishment Returned
Writ of Habeas Corpus ad Prosequendum Executed
Writ of Habeas Corpus ad Prosequendum Issued
Writ of Habeas Corpus ad Prosequendum Unexecuted
Writ of Habeas Corpus ad Testificandum Executed
Writ of Habeas Corpus ad Testificandum Issued
Writ of Habeas Corpus ad Testificandum Unexecuted
 

Notices

Alibi
Alibi Witness
Application for Writ of Execution
Application for Writ of Garnishment
Attorney Appearance - Defendant
Attorney Appearance - USA
Change of Address
Enhancement of Penalty
Insanity Defense
Letter (Generic)
Notice of (Generic)
Notice of Intent to Redact Transcript
Notice of Levy – USM
Source of Funds Paid to Court
Statement of Redaction of Transcript FRCP 49.1
Stipulation (Generic)
Substitution of Defense Attorney
Substitution of Government Attorney
Withdrawal of Alibi
Withdrawal of Defense Attorney
Withdrawal of Government Attorney
Withdrawal of Insanity Defense
Withdrawal of Notice to Redact Transcript

Trial Documents

Clerk's List of Witnesses & Exhibits
Exhibit List
Jury Instructions
Jury Notes
Jury Notes Unredacted
Jury Verdict
Jury Verdict Unredacted
Jury Verdict on Forfeiture
Jury Verdict on Forfeiture Unredacted
Objection to Trial Exhibit
Proposed Jury Instructions
Proposed Jury Verdict
Proposed Voir Dire
Request for Special Findings of Fact
Special Findings of Fact
Stipulation to Jury
Trial Brief
Voir Dire Questions
Witness List

Appeal Documents

Appeal Record Returned
Appeal Record Sent to USCA
Certificate of Record by Clerk to USCA
Decision on Interlocutory Appeal from USCA
Fee Paid
Judgment by District Judge re: Appeal of Magistrate Judge Decision
Mandate of USCA
Notice of Appeal
Notice of Appeal - Interlocutory
Notice of Appeal - Magistrate Judge Decision to District Judge
Notification of Appeal Sent to USCA
Order for Time Schedule
Order of Dismissal of Appeal by USCA
Order of USCA
Supplemental Appeal Record Sent to USCA
Transcript Designation and Order Form
Transcript of Proceedings
Transcript of Proceedings – UNDER SEAL
USCA Case Number
USCA Memorandum/Opinion
Writ of Certiorari Issued - Supreme Court

Other Documents

Amicus Curiae Appearance
Answer to Writ of Garnishment
Appearance Through Counsel
Debtor Response to Clerks Notice of Garnishment
Exhibits
Financial Affidavit - CJA23
Information to Establish Prior Conviction
Objection to Findings and Recommendations
Objection to Presentence Investigation Report
Objections (Generic)
Pretrial Memorandum
Proposed Order
Proposed Order (Debtor Exam)
Proposed Order (Show Cause Hrg)
Redaction Index
Request for Refund of Fees Paid Electronically
Response (Generic)
Response to Order to Show Cause
Sealed Document
Sentencing Memorandum
Settlement Agreement
Status Report
Transcript Designation and Order Form
Transcript of Proceedings
Transcript of Proceedings - REDACTED
Transcript of Proceedings - UNDER SEAL

 

Last Updated: Friday, August 9, 2013

Appendix C - Motion Types

 

## - denotes motions whose orders are selected as "Written Opinions" pursuant to the E-Government Act of 2002

Civil Motion Types

0ex1 - Ex Parte Docket Entry & Document ONLY (use with other selection)
0ex2 - Ex Parte Document ONLY (use with other selection)
Amend Complaint/Petition
Amend/Correct
Appeal In Forma Pauperis
Appear
Appear as Amicus Curiae
Application for CM/ECF Registration as a Self-Represented Party
Application for Leave to Proceed IFP
Application for Stay of Execution - ##
Appoint
Appoint Counsel
Approve Consent Judgment
Attorney Fees - ##
Attorney Fees –EAJA - ##
Bifurcate
Bill of Costs
Bond
Certificate of Appealability
Certify Class
Change/Transfer Venue
Clarify
Compel
Consolidate
Continue
Continue Bankruptcy Appeal Deadlines
Declaratory Judgment
Default Entry
Default Judgment - ##
Deposit Funds
Directed Verdict
Disbursement of Funds
Disclosure
Discovery/Inspection
Dismiss - ##
Dismiss for Failure to State a Claim - ##
Dismiss/Frivolous - ##
Dismiss/Lack of Jurisdiction - ##
Dismiss/Lack of Prosecution - ##
Disqualification of Counsel
Enforce Judgment
Expedite
Extension of Discovery & PTO Deadlines
Extension of Time
Extension of Time to Answer a Complaint/Petition
Extension of Time to File Objection to F & R
Extension of Time to File Response to Objection to F & R
Extension of Time to File Response/Reply to Motion
File Excess Pages
Forfeiture of Property
In Limine
Intervene
Intra-District Transfer
Issuance
Joinder
Judgment - ##
Judgment Debtor Exam
Judgment NOV - ##
Judgment of Forfeiture
Judgment on Partial Findings - ##
Judgment on the Pleadings - ##
Leave
Leave to Appeal
Leave to Appear Pro Hac Vice
Limited Admission
Mistrial - ##
More Definite Statement
Motion – Miscellaneous
Motion to Delay Notice (Court Users Only)
New Trial
Order
Order to Show Cause
Permanent Injunction - ##
Petition for Return of Property
Preliminary Injunction - ##
Produce
Protective Order
Quash
Reassign Case
Reconsideration
Recuse
Redact Transcript
Refer to Special Master
Reference
Reimbursement of Out of Pocket Expenses (Pro Bono)
Release
Release of Bond Obligation
Release of Funds
Remand
Remand to Agency
Remand to Bankruptcy Court
Remand to State Court
Reopen
Request for Judicial Notice
Rule 54b Judgment
Sanctions
Seal Case (Court Users Only)
Seal Document (Court Users Only)
Sealed Motion (Court Users Only)
Service by Publication
Set Aside
Set Aside Default Judgment
Set Aside Judgment
Settlement
Sever
Stay
Strike
Substitute Attorney
Substitute Document
Substitute Party
Summary Judgment - ##
Summary Judgment – Partial - ##
Supplement
Temporary Restraining Order - ##
Unseal Case
Unseal Document
Vacate
Withdraw
Withdraw Reference
Withdraw/Substitute Attorney
Writ
Writ of Entry
Writ of Habeas Corpus ad testificandum

Criminal Motion Types

0ex1 - Ex Parte Docket Entry & Document ONLY use with other selection
0ex2 - Ex Parte Document ONLY use with other selection
Amend/Correct
Appeal In Forma Pauperis
Appear Pro Hac Vice
Appoint Counsel
Appoint Expert
Authorization
Bail Pending Appeal
Bifurcate
Bill of Particulars
Brady Materials
Certificate of Appealability
Change Venue
Compel
Competency Hearing
Consolidate
Continue/Reset
Deposit Funds
Disbursement of Funds
Disclosure
Discovery
Dismiss - ##
Dismiss/Speedy Trial - ##
Disqualification of Counsel
Downward Departure - ##
Early Termination of Probation/Supervised Release
Excludable Delay
Exonerate Bond
Expedite
Extension of Time
Forfeiture
Franks Hearing
Government Agent Retain Rough Note
Grand Jury Transcript
Handwriting Exemplars
Hearing
Identify
In Limine
Inspect
Joinder
Judgment Debtor Exam
Judgment of Acquittal
Judicial Recommendation Against Deportation - ##
Leave to File
Medical Exam/Treatment
Mistrial - ##
Modify Conditions of Release
New Trial - ##
Order - ##
Participation in Voir Dire
Produce
Protective Order
Psychiatric Exam/Treatment
Quash
Reconsideration
Recuse
Redact Transcript
Reduce Sentence - ##
Reduce Sentence/Cocaine Amendment
Release from Custody
Release of Funds/Return of Property
Reserve Right to File Additional Motions
Revoke
Sanctions
Seal (Court Users Only)
Seal Case (Court Users Only)
Seal Document (Court Users Only)
Sealed Motion (Court Users Only)
Set Aside
Sever
Strike
Subpoenas and Witness Fees at Government Expense
Substitute Attorney
Suppress - ##
Unseal Case
Unseal Document
Vacate or Correct Sentence (2255) - ##
Vacate or Correct Sentence (2255) – Amended - ##
Warrant
Withdraw Attorney
Withdraw Document
Withdraw Plea of Guilty
Withdraw Plea of Nolo Contendere
Writ of Habeas Corpus ad prosequendum
Writ of Habeas Corpus ad testificandum

 

Last Updated: Thursday, February 21, 2013

Appendix D - Prefix Types

PREFIX

Alternative

Amended

Amicus

Consent

Counter

Cross

Emergency

Ex Parte

Expert

Fifth

Final

First

Fourth

Interim

Interlocutory

Joint

Lodged

Monthly

Oral

Proposed

Second

Stipulated

Supplemental

Third

Third Party

Unopposed

Unsigned

Verified

Last Updated: Wednesday, February 6, 2013

Appendix E - Party Roles

List of party role types available in CM/ECF are displayed below.  An '*' indicates that the named party will not appear on the cover docket report.

Role Type

Amicus

Appellant

Appellee

Claimant *

Consolidated Claimant

Consolidated Counter Claimant

Consolidated Counter Defendant

Consolidated Cross Claimant

Consolidated Cross Defendant

Consolidated Defendant

Consolidated Plaintiff

Consolidated Third Party Defendant

Consolidated Third Party Plaintiff

Counter Claimant

Counter Defendant

Creditor *

Cross Claimant

Cross Defendant

Custodian *

Debtor

Debtor in Possession

Defendant

Fourth Party Defendant

Fourth Party Plaintiff

Garnishee

In Re

Interested Non-Party *

Interested Party

Interpleader

Intervenor

Intervenor Defendant

Intervenor Plaintiff

Material Witness

Mediator *

Movant

Notice Party *

Objector *

Petitioner

Plaintiff

Receiver

Respondent

Special Master

Taxpayer *

Third Party Defendant

Third Party Plaintiff

Trustee

Last Updated: Wednesday, February 6, 2013

Appendix F - Flags

FLAGDEFINITIONWHEN SETCOMMENTS
APPEAL Appeal Upon filing of a Notice of Appeal. Flag is removed upon filing of a Mandate or Order dismissing the appeal.
CONSENT Consent to Magistrate Upon filing full consent of the parties to proceed before a Magistrate Judge. Consider the addition of new parties and/or consolidation of cases.
CONSOLIDATED Consolidated Cases Added following order of consolidation in a group of cases. Removed if cases are severed following consolidation.
CT Court Trial Posted upon entry of minutes/Court Trial Begins. Permanent flag displayed on the docket.
F&R Findings and Recommendation Posted upon filing of a Findings & Recommendation. Flag is removed upon posting of an Order on the Findings & Recommendation
FORF Forfeiture Posted when indictment includes a forfeiture allegation. Permanent  flag displayed on the docket.
FRC Federal Records Center Posted upon filing of FRC event that the paper file is at the Federal Records Center in Seattle, WA. Flag is removed upon retrieval of the paper file from the FRC.  Otherwise, the FRC flag is permanently displayed on the docket.
HABEAS Habeas Corpus Posted at case opening of 28 U.S.C. §§ 2254, 2241, and 2255 cases. Permanent flag displayed on the docket.
IFP In Forma Pauperis Posted upon filing of an order granting or granting in part an IFP Application/Motion. Permanent flag displayed on the docket.
INTAPP Interlocutory Appeal Posted upon filing of a Notice of Interlocutory Appeal. Flag is removed upon posting of a Mandate or Order dismissing the appeal.
INTRADIST Intra-District Transfer Posted when a case is transferred from one divisional office to another. Permanent flag displayed on the docket.
JT Jury Trial Posted upon filing of minutes of Jury Trial Begins/Voir Dire. Permanent flag displayed on the docket.
LEAD Lead Case Added by court user to designated lead case during a consolidation of cases. Permanent flag displayed on the docket unless/until cases may be severed.
MAGAPP Appeal of Magistrate Ruling Posted upon filing of an appeal of a Magistrate Judge ruling in a non-consent case to a District Judge. Flag is removed upon posting of the ruling by the District Judge.
MDL Multi-District Litigation Posted upon designation of a case as part of Multi-District Litigation. Permanent flag displayed on the docket.
MERGED Merged into Criminal Case Posted to the docket of a magistrate case that has been merged into a criminal case following filing of an indictment. Permanent flag displayed on the docket.
PPS Prisoner Pro Se Case Posted when a pro se prisoner is a party. Permanent flag displayed on the docket.
PR1983 Prisoner Civil Rights Posted at case opening for cases with NOS codes of 550 or 555. Permanent flag displayed on the docket.
PROBONO Pro Bono Representation Program Posted when the judge refers a party to the Pro Bono Panel for representation. Flag is removed following completion of the referral.
PROTECTIVE ORD Protective Order Posted upon filing of a Protective Order of the Court. Permanent flag displayed on the docket.
PTOWV Pretrial Order Waived Set by the user when notified that parties waive the pretrial order. Permanent flag displayed on the docket.
REENTRY COURT Reentry Court Criminal case flag set when a defendant is accepted into the District’s Reentry Court Program. Flag is removed if a defendant successfully completes the program or if he/she is ordered removed from the program.
REOPENED Reopened Set as case is statistically reopened. Permanent flag displayed on the docket.
SM Special Master Set when a Special Master is appointed. Permanent flag displayed on the docket.
SSVOL Social Security Voluntary Settlement Process Set when Notice of Intent to Engage In Voluntary Settlement Procedures is filed. Permanent flag displayed on the docket.
STAYED Case Stayed Set when an order staying the case is filed. Flag is removed when an order lifting the stay is filed.
TERMINATED Case Terminated Set when case has been statistically closed either by order or judgment. In a criminal case, it is to be set when the last defendant and all counts are in a dispositive status. Removed if a case is statistically reopened and reset at reclosing. 
Last Updated: Tuesday, March 25, 2014

Appendix G - Schedule Types (Deadlines and Hearings)

DEADLINES

Amended Complaint

Pretrial Documents

Amended IFP Application

Pretrial Order

Amended Petition

Prisoner Dispositive Motions

Answer

Pro Bono Response

Appellants Reply Brief

Pro Bono Review

Bankruptcy Appellants Brief

Redacted Transcript

Bankruptcy Appellees Brief

Redaction Request

Brief

Release of Transcript Restrict

Case Management

Reply Brief

Consent to Magistrate

Reply

Cost Bill Objections

Response

Cost Bill Taxation

Response to F & R Objection

Discovery

Response to Objections to Magistrate Judge's Order

Dispositive Motion Reply

Social Security Defendants Brief

Dispositive Motion Response

Social Security Plaintiffs Brief

Dispositive Motions

Social Security Reply Brief

Exhibit List

Service Papers Due

Expert Discovery

Show Cause in Writing

Expert Witness List

Status Report

Federal Defendants Answer

Sur-Reply

Filing Fee

Sur-Response

Final Papers Submission

Temporary Stay of Execution

Forfeiture Claim

Transcript Deadline

Habeas Petitioners Brief

Transcript Designation

IFP Application Due

Under Advisement - Case

Joint ADR Report

Under Advisement - Habeas Petition

Joint Status Report

Under Advisement - Motion

Motions

Under Advisement - Social Security Case

Notice of Intent to Redact

Waiver of Service

Objections

Witness Statements Exchanged

Objection to F & R

Witness Statements Exchanged

Plea Agreement

 

HEARINGS

Arraignment

Jury Selection

Attorney Admissions

Material Witness

Attorney Appointment

Medford Calendar

Bankruptcy Appeal

Naturalization Ceremony

Bond

Nebbia Hearing

CVB Calendar

No Scheduling

Change of Plea

Oral Argument

Competency

Portland Calendar

Contempt

Preliminary Examination

Detention

Preliminary Revocation

Detention Hearing - Material Witness

Pretrial Conference

Discovery

Pretrial Release Violation

Dispositional

Psychiatric Report

Evidentiary Hearing

Reentry Court

Extradition

Resume Scheduling

Final Paper Call

Revocation Probation - Final Hearing

Final Pretrial Conference

Revocation Supervised Release - Final Hearing

Forfeiture

Rule 16 Conference

Grand Jury Returns

Rule 44(c) Hearing

Hearing

Scheduling Conference

In Camera

Sentencing

In Chambers Conference

Settlement Conference

Initial Appearance

Show Cause Hearing

Initial Appearance - Material Witness

Status Conference

Initial Appearance - Rule 40

Summary Jury Trial

Initial Appearance - Revocation

Telephone Conference

Inns of Court

Trial - Court

Judgment Debtor Examination

Trial - Jury

Judicial Conference

 

Last Updated: Wednesday, February 6, 2013