eFiling Importer: Background Parameters and Auto‑Billing/Notifications

eFiling Importer: Background Parameters and Auto‑Billing/Notifications

Summary: Configure the importer to auto‑create orders, proofs, invoices, document attachments, and notifications for concierge/self‑serve filings.

Quick answer

Use the Background Parameters to define import rules (status, category, OC court type, self‑serve vs. concierge), set milestones, document types, job types, and email templates. The importer can run continuously.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Open **eFiling Importer** and configure **Background Parameters** per workflow (status/category/OC court type).
    media/efiling-importer-01.png

    [Insert screenshot for Step 1]

  2. Choose which steps are automated: **Import**, **Create Work Order**, **Create Proof**, **Invoice**, **Email notify** (customer/staff).
    media/efiling-importer-02.png

    [Insert screenshot for Step 2]

  3. Set **Milestone**, default **Document Type** for attachments, **Job Type** (for self‑serve), and **Email Template**.
    media/efiling-importer-03.png

    [Insert screenshot for Step 3]

  4. Use **Validate Rates** to check that pending orders will bill properly; use **Resend Documents** if downloads failed.
    media/efiling-importer-04.png

    [Insert screenshot for Step 4]

  5. When active, the importer will continuously pull filings and perform the configured actions throughout the day.
    media/efiling-importer-05.png

    [Insert screenshot for Step 5]

Confirm it worked

Imported filing jobs appear with POD/Proof/Invoice created and emails logged as configured; OC/Tyler/JournalTech courts are supported per your setup.

Troubleshooting

If rate validation fails, fix billing tables for the target customers; if documents fail to download, use **Resend Documents** and verify credentials.

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