13Documents.com.

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Presentation transcript:

13Documents.com

What 13Documents.com is A FREE Document Management Solution used to safely and securely accept certain documents from the debtor bar to the Chapter 13 Trustee. (NOT general letters, pleading, correspondence, etc) Uploaded using highest grade SSL ciphers (Secure Socket Layer) Encrypted with 4096-bit public key technology Can only be decrypted with a private key by the Chapter 13 Office

Get Registered as a filer Create a filer account on the 13documents.com website (Register Button, email address, Not a Robot box, CAPTCHA, Register) Validation email sent to your email address Activation link in email will complete your account setup Register button upper right of screen Enter email address Click I am not a robot box and complete CAPTCHA Click Register button

Check email Check email from 13 Documents Support Subject: 13 Documents | Registration Click “Activate Now” button in email

Complete Registration First, Last Name Company/Firm Address, City, State, Zip Telephone Time Zone Password (8 character min) (At least one uppercase letter) (At least one number) Not a Robot, CAPTCHA, Update

Registration Complete, Request Access After Clicking Update Click Request Trustee Access (Recommended) Or Proceed to Filer Home page

Trustee Approval After Registration is complete and email sent to Trustee Trustee receives Filer Upload Request Clicks a button in email Approve or Deny Email sent to Attorney that has been Approved.

Prepare Document(s) for Filing 10MB limit per document Up to 10 can be filed at a time Redact all PII SSN Children SSN Account Numbers Scan as PDF (See File Naming)

Redaction Examples – Check Every page

Redaction Examples – Check Every page

File Naming Can be anything, beware of hyphens ‘-’ Document Form Types (2 so far) 2484 = Tax Returns 2485 = 341 Docs (Pay Advices, Titles, leases, Mortgages, etc Preferred in a Single file. NOT TAXES) _CaseNumber_FormType format will auto populate fields when actually filing (ex: Jones_1738952_2484_Taxes.pdf or Jones_17-38952_2484_Taxes.pdf)

Ready to File - Basic steps – Example follows Login https://www.13documents.com Document Upload (Left side of screen) Choose Trustee Select Files (Browse or Drag/Drop up to 10 files, 10 MB max each) Enter VALID Case and Select Document Form Type If necessary) Enter Description if necessary (Title, Pay Voucher, 2016 Taxes, etc) Click the Redaction rules box Click Send Files Print Certification of Document Receipt within 5 minutes

Left Click Document Upload

Choose Trustee

Select Files

Browse to or Drag and drop files NOTE FILE SIZE … Must be less than 10 MB

Enter Case Number, Select Form Type, Description

Redaction Rules Box, Send Files

Document Receipt- 5 Minutes to retrieve

Certification of Document Receipt printout

That’s all there is to filing….

Trustee Authorizations

Trustee Authorizations Screen

Documents Report

Documents Report Screen

Account

Account Screen

Help

Help Screen

Questions? support@13documents.com tledford@dayton13.com