E lectronic D ocument M anagement S ystem (EDMS)

1. Electronic Document Management System (EDMS) Introduction to EDMS Press the Enter key to continue.

2. Before you begin Welcome to the Introduction to the Electronic Document Management System presentation! For the best experience • Close all other programs. • Turn down the volume or wear headphones to avoid disturbing others in an office or public setting. • Allow approximately 20 minutes to complete this presentation. Press the Enter key to continue.

3. What will I learn about? After completing this presentation, you will become familiar, at a high level, with an overview of the • Electronic Document Management System workflow. • Registration for an eFiler. • eFiler, Clerk, and Judges roles as it relates to EDMS. Press the Enter key to continue.

4. Introduction Press the Enter key to continue.

5. Introduction The Electronic Document Management System (EDMS) is a system used to receive and store electronic documents, which allows parties to court actions to securely file documents electronically. The system will index, organize and deliver these documents electronically to court staff, members of the judiciary, the parties and where appropriate, to the public. EDMS • Allows you to electronically file court documents with the Judicial Branch using personal computers via the Internet. • Sends notices of electronic filings to lawyers, litigants, and officials. • Is designed to receive and store electronic documents, media, and other information. • Integrates with the Iowa Court Information Systems (ICIS), enabling public access via the Internet to the court docket and court documents 24/7. Press the Enter key to continue.

6. IntroductionEDMS Workflow As shown in the diagram below, filings will come through the filer to the county clerk and then to the Judge. Information will also flow back from the Judge or clerk to the eFiler. In EDMS, each user will have screens for their own use. eFiler’s Interface Clerk’s Review Judge’s Interface Clerks will review and approve eFile information using the Clerk’s Review screen. Judges will view information and file orders via the Judge’s interface. eFilers will submit filings and get notice of filings by other parties using the eFilers interface. Document Storage and Retrieval Press the Enter key to continue.

7. Registration Press the Enter key to continue.

8. RegistrationeFiler Registration Overview Anyone can eFile if they have an account. To register for eFiling, follow the steps listed here. • Access https://www.iowacourts.state.ia.us/EFile/ • Select the Request Account button • Follow the registration instructions Press the Enter key to continue.

9. RegistrationRegistration User Types When registering as an eFiler, you will need to select your user role. This table describes each user role. Press the Enter key to continue.

10. EDMS Process:How does this work? Press the Enter key to continue.

11. EDMS Process: How does this work?eFiler A registered eFiler will be able to access the eFiler’s Interface via a web browser on the Internet. Filers can submit filings on new (initiate the case) or existing cases. • Select the type of filing (such as small claims, etc.), • Enter parties to the case, and • Enter contact and other information, as appropriate. For new cases, the eFiler will For existing cases, the eFiler will be able to • Select the case from a list of previous cases submitted and add other information, as needed. Press the Enter key to continue.

12. EDMS Process: How does this work?eFiler, continued The eFiler will attach the appropriate documents using the eFiling system. Once the information is entered and documentation attached, the eFiler can submit the filing without ever leaving his or her office. Later, the eFiler can check on the status of their filing using the same system. Important Note! If there is a filing fee, the filing will not be approved until the fee has been paid. Press the Enter key to continue.

13. EDMS Process: How does this work?Clerk’s review When the eFiler has submitted a filing, the information will be sent to the clerk for review. Clerks will be able to see filings from all counties in which they are approved to work. Additionally, clerks are able to organize work according to the priority rating. • Edit information (such as the Case Title), as needed. • Request clarification from the eFiler. During the review, clerks may Important Note! Clerks do not edit documents. Press the Enter key to continue.

14. EDMS Process: How does this work?Clerk’s review, continued Once the submission is approved by the clerk, the filing may be docketed and the information sent to the Iowa Court Information System (ICIS) database. EDMS integrates with the Iowa court’s content management system in docketing electronic filings. Important Note! Filings will not be approved until the fee has been paid. Press the Enter key to continue.

15. EDMS Process: How does this work?Document Storage & Retrieval The eFiler will either attach an electronic version of their document or scan a paper document to attach to their filing using the eFiling system. Scanners are available at public access terminals in the county courthouses. Clerks may scan paper documents from existing cases or for filers who are exempted by court order from electronic filing. Important Note! eFilers can obtain an exemption from electronic filing. Press the Enter key to continue.

16. EDMS Process: How does this work?Judge In the end, Judges will see all information that have been electronically filed and all ICIS data on a case. The Judges Interface will provide the Judge with a complete picture of the case including ICIS information, documents, and alerts. Judge’s Interface eFiler Interface Clerk’s Review ICIS Press the Enter key to continue.

17. EDMS Process: How does this work?Judge, continued The Judges Interface will provide a Judge with a list of scheduled cases for a particular date and calendar. It will allow the Judge to quickly access case information and documents. Press the Enter key to continue.

18. Resources Press the Enter key to continue.

19. Resources Access the Iowa Judicial Branch web site at www.iowacourts.org and select Online Court Services for more information about EDMS or eFile to begin registration. For technical support, call 1-877-200-1811 or access the Tybera web site at www.tybera.com and select Iowa for more information. Press the Enter key to continue.

20. Summary EDMS is a powerful document management system that enables users to securely file and provide case parties access 24/7. The purpose of this training was to provide a high-level overview of the • Electronic Document Management System workflow. • Registration for an eFiler. • eFiler, Clerk, and Judges roles as it relates to EDMS. The information contained in the training materials for the Iowa Judicial Branch Electronic Data Management System (EDMS) is for instructional purposes only and is not intended to and does not constitute legal advice under any circumstance. Press the Enter key to exit this presentation.