Filing History

The History page provides details on filing bundles you and your connections have submitted to the court. You can also access bundles you've saved but haven't submitted to the court.

To access the History page:

1. Select History under Main Pages in the navigation pane.

• The History page will default to My History, which lists bundles and filings submitted by you or by a connection on your behalf.

• My Network's History displays bundles and filings submitted by you or by a member of your connection network. In some courts, a connection must explicitly grant you permission to view their filing history. If a connection has not granted this permission, you will not see that connection's submitted bundles / filings.

• My Organization's History displays bundles and filings 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 here to learn how the Administrator may 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.

   

• Unsubmitted lists filing bundles you've saved but have not yet submitted to the court. This option lists only your saved bundles, not bundles created by your connections. See Unsubmitted Filings for details on accessing your saved filing bundles.

• View Payment Information allows you to access and view payment information on filings you or a connection have submitted to the court. In some courts, a connection must explicitly grant you permission to view their payment history. If a connection has not granted this permission, you will not see that connection's history.  See View and Export your Payment Transactions for complete details.

2. 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.

3. Specify a different date range, if needed. See Specify a Date Range for detailed instructions.

4. Click Search.

The filing history specified is returned in Filing View. See Filing View and Bundle View below for information on these views.

See History Page Display Options and Re-order the Grid to learn how to control how the bundles and filings are displayed.

Filing View and Bundle View

Two view options are available on My History, My Network's History, or My Organization's History. You can view details about submitted filing bundles (Bundle View) or about individual filings (Filing View). The default is Filing View.

Bundle View

Bundle View lists the filing bundles that have been submitted to the court by you, by a connection on your behalf, by one of your connections (My Network's History), or by you on behalf of an organization (My Organization's History). From within Bundle View, you can view and access a bundle's filings.

1. Select the Bundle View option on the History page, as shown below. Basic details on the bundle are listed, including the Filer and Submitter.

   If you file on behalf of a connection, you are listed on the History page as the Submitter, and the connection is listed as the Filer.

   If you file on behalf of an organization you are listed on the History page as the Submitter, and the organization is listed as the Filer.

2. Click on a bundle to display its filings.

3. Click on the filing to display its details. Proceed to Submitted Filings to learn how to access and download documents related to the filing.

Filing View

Filing View lists filings submitted to the court. For each filing, you can access the filing details, its properties, its status with respect to the court, and who's been served (and if they've accessed the filing document).

1. Select the Filing View option on the History page, as shown below. Basic details on the bundle are listed, including the Filer and Submitter.

   If you file on behalf of a connection, you are listed on the History page as the Submitter, and the connection is listed as the Filer.

   If you file on behalf of an organization you are listed on the History page as the Submitter, and the organization is listed as the Filer.

Proceed to Submitted Filings to learn how to access filing details and download documents related to the filing.

Proceed to Unsubmitted Filings to learn how to access filing bundles you've saved but have not yet submitted to the court.