Green Filing Quick Start Guide for the State of Texas

Add Attorneys to Your Account Add Payment Type Payment Type: Service Fees

Click the Settings tab in the top menu. Click the Settings tab in the top menu. For states that have additional services
that are not collected through the eFile
1. Select Manage Users from the left 1. Select Payment Settings from the State payment processor, filers will
menu. left menu. need to add a payment type for those
2. Click the Add Attorney link from the 2. Click Add New Payment Method in services.
Add New Users box on the right. the BOTTOM eFile State Court
3. Enter Attorney Information. You section. Click the Settings tab in the top menu.
have the option to make the attorney 3. Enter a Payment Account
a User/Filer, a Firm Administrator, Nickname. 1. Select Payment Settings from the
and/or a Service Contact. 4. Select a Payment Account Type: left menu.
4. Click Save. The new attorney will be Credit Card, Waiver, or eCheck. 2. Click Add New Payment Method in
sent an activation email with their 5. Check Make this card available the top payment type section.
new account information. account wide to pay filing fees if a 3. Enter a Payment Account
user wants everyone from their firm Nickname.
to have access to it in their filings, 4. Select a Payment Account Type:
then click Continue for the next Credit Card or eCheck.
Add Support Staff step. 5. Check Make this card available
6. Fill out all card info on Tyler’s Online account wide to pay filing fees if a
Click the Settings tab in the top menu. Gateway (Toga). Click Continue to user wants everyone from their firm
begin entering the user’s Payment to have access to it in their filings,
1. Select Manage Users from the left Information. then click Continue for the next
menu. 7. Choose a method of payment. step.
2. Click the Add Support Staff link 8. Enter Payment information. 6. Fill out all card info on the payment
from the Add New Users box on the 9. Once the information is saved, users processor’s screen.
right. will see a congratulations screen. 7. Upon clicking the Submit button, the
3. Enter Support Staff Information. Click the Continue button, and the system will return the user back to
You have the option to make them a payment is fully added to the system. the main Payments Setting screen.
Firm Administrator and/or a 10. Back on the main Payments Setting
Service Contact. screen, users may now see any new
4. Click Save. The new user will be Credit Cards, eChecks, and/or
sent an activation email with their Waiver accounts for use.
new account information.
Add a Case to Your Account File on an Existing Case Filing History

Click the Add a Case button from the Select File on Existing Case from the Select Filing Status from the left menu
left menu of the Dashboard to begin. left menu of the Dashboard to begin. of the Dashboard to view your filings.

1. Enter the Court and Case Number 1. Choose your case or click add a • Locate the Pagination buttons on
and then click the Add Case button. case to retrieve your case from the the upper right of the screen to filter
2. If the search fails to find any results, court's system. through your filings.
click the Advanced Case Search 2. Define, select, and upload the • Above the pagination buttons is the
link to perform an advanced case documents that make up your filing. Filter Filings box where users may
search. Enter the requested 3. Choose a security level, and any enter a filing id, envelope number, or
information in those fields and then needed optional services, for each client matter number to refine search
click the Add/Search button. document. results. Additionally, this box allows
4. Enter a new case party (optional). users to filter the filings by status:
Initiate a Case 5. Select all parties you are filing on draft, pending, accepted, and
behalf of. rejected.
6. Add/select service contacts to • Click any filing id to return to that
Select Initiate a New Case from the left perform electronic service (optional). specific filing.
menu of the Dashboard to begin. 7. Request courtesy copy delivery • Click any case number in the Case
(optional) if you would like paper column to bring up that case
1. Choose the court location and case courtesy copies hand delivered to summary.
type to file your new case. court for an additional fee (currently • Only the lead documents show in the
2. Define, select, and upload the available in select courts). document columns. To see all
documents that make up your filing. 8. Select a payment method to pay documents in the submission, click
3. Choose a security level, and any estimated fees. the filing id to return to the filing.
needed optional services, for each 9. Review your filing and submit it to • Click the Print link in the Actions
document. the court. column to print a receipt for the
4. Enter the required new case parties accepted filing.
listed on your petition/complaint.
5. Select all parties you are filing on
behalf of.
6. Add service contacts (optional) to
perform electronic service.
7. Select a payment method to pay
estimated fees.
8. Review your filing and submit it to
the court.