Add a Document
Upon reviewing your submitted filing bundle, the clerk may require that you submit an additional document. Returning a document allows the clerk to obtain all required documents instead of rejecting the entire filing bundle because one or more filings are missing.
The clerk will send a separate Returned notification for each required document. The clerk may include a comment or details on the filing document required when the document is returned through TrueFiling.
- Select History under Main Pages in the navigation pane.
- My History - filing bundles, additional payments, and ad hoc payments submitted to the court by you or by a connection on your behalf
- My Network's History - filing bundles, additional payments, and ad hoc payments submitted by you and those in your connection network.
In some court systems, a connection must grant you permission to view their filing history. If a connection hasn't granted you this permission, that connection's filing bundles are not listed.
- My Organization's History - filings bundles, additional payments, and ad hoc payments you submitted on behalf of an organization. This option is available only if you are a member of a TrueFiling organization, and the Organization Administrator has granted you permission to view its history. Click herehere to learn how the Administrator will configure your access to your organization's history. See Organizations in TrueFiling to learn more.
The Organization Administrator will determine if you can:
- View the entire filing history of the organization
- View only the filing history of organization cases that are assigned to you by the Organization Administrator
- Not view any of the organization's filing history. In this instance, the My Organization's History button is not available.
- Select the button to locate the desired filing history - for example, My Network's History. The search date range defaults to the last 30 days.
- Specify a different date range, if needed. See Specify a Date Range for detailed instructions.
- Click Search.
The filing history specified is returned in Filing View by default.
See History Page Display Options and Re-order the Grid to learn how to control how the bundles and filings are displayed.
- Locate the filing document that has been returned. It will be highlighted in yellow.
If you're in Bundle View, the line item for the bundle in which the filing document resides is highlighted. Click the bundle to expand and display the document that's been returned. That document line item is also highlighted.
- Click the filing document to expand.
- Select the Status Updates tab (also highlighted).
A line item with a status of Returned is listed and highlighted. An Add Document button is available in that line item, along with any explanatory comments added by the clerk.
The action button includes an expiration date. The action must be performed by that date, or the button will become disabled.
- Click the Add Document button to add the required filing document. The Bundle Assembly page is displayed.
- Select the Filer.
- Click in the box.
- In the dialog displayed, navigate to and select the filing document to add.
- Select the Filing Type.
Using File Explorer, you can also drag and drop the document.
No additional fee will be required for the added document when it's submitted to the court. As a result, only $0 filing types are available for selection.
- Click Next to proceed with the submission process.
Your filing bundle will be validated. See Filing and Bundle Validation to view possible validation errors.
If no errors are present, this dialog is displayed.
- Click Next to proceed. The Checkout dialog is displayed.
- Click Submit.
When your filings are successfully submitted, this dialog is displayed.
- Click OK to proceed.
The History page is displayed. The added filing document is listed on My History and / or My Network's History as a separate bundle; it is not included with the original (parent) bundle. If the required action was completed, the parent bundle is no longer highlighted.
The Add Document action button is disabled, and the action is identified as Completed.
The submitted filing document is processed through the court system, wherein the clerk will either reject or accept it. Upon acceptance, it will be stamped as Filed and become part of the official case record.