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13Documents.com.

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Presentation on theme: "13Documents.com."— Presentation transcript:

1 13Documents.com

2 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

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

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

5 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

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

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

8 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)

9 Redaction Examples – Check Every page

10 Redaction Examples – Check Every page

11 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_ _2484_Taxes.pdf or Jones_ _2484_Taxes.pdf)

12 Ready to File - Basic steps – Example follows
Login 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

13 Left Click Document Upload

14 Choose Trustee

15 Select Files

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

17 Enter Case Number, Select Form Type, Description

18 Redaction Rules Box, Send Files

19 Document Receipt- 5 Minutes to retrieve

20 Certification of Document Receipt printout

21 That’s all there is to filing….

22 Trustee Authorizations

23 Trustee Authorizations Screen

24 Documents Report

25 Documents Report Screen

26 Account

27 Account Screen

28 Help

29 Help Screen

30 Questions?


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