Electronic Filing Configuration Fields
Complete the following fields to configure electronic filing.
Electronic Filing Configuration Fields
| Field Name | Field Description |
|---|---|
| Location | Click  to select the location you are setting up.
|
Case Configuration
| Field Name | Field Description |
|---|---|
| Security Group | From the drop-down list, select the security group to add to a case when an incoming message is secure and the case type configuration does not have a default security group. |
| Payment Type | From the drop-down list, select a payment type that should automatically be created for electronic filings. |
| Filed Date | From the drop-down list, select the method with which to select a filed date. |
| Case Cross Reference | From the drop-down list, select the default case cross-reference type to be used when adding a trace number to the case. |
| Document Type | From the drop-down list, select the document type to be used when adding documents to the document management system. This document type is used if the mapping cannot be resolved. |
| Civil Fee Schedule | From the drop-down list, select the default fee schedule to use when generating a financial charge on civil case types. |
| Family Fee Schedule | From the drop-down list, select the default fee schedule to use when generating a financial charge on family case types. |
| Probate Fee Schedule | From the drop-down list, select the default fee schedule to use when generating a financial charge on probate case types. |
| Attorney Standing | From the drop-down list, select the default attorney standing code when adding new attorneys.
Then, select the additional option for occurrences when no matches are made for the attorney. Select Add Attorney or Send to Reject Queue.
|
Integration
| Field Name | Field Description |
|---|---|
| FTP Address | Type the FTP address to use for connecting to the third party. |
| User ID | Type the user ID to use for connecting to the third party. |
| Password | Type the password to use for connecting to the third party. |
Events
| Field Name | Field Description |
|---|---|
| Instructions | From the drop-down list, select any special instructions that should be stored in the event Comment field for the file. |
| Clerk Comments | From the drop-down list, select any clerk comments that should be stored in the event Comment field for the file. |
Financial Configuration
| Field Name | Field Description |
|---|---|
| Location | Click to select the Case Manager financial location for resolving financial codes and other defaults.
|
| Cashier Station | From the drop-down list, select the cashier station for the payment transaction. |
| Till | From the drop-down list, select the till for payment transactions. If a till is not selected, Odyssey creates a till instance to accept electronic files. |
| Tender Method | From the drop-down list, select the tender method to use when generating financial payments. |