Most courts now accept, and many require, electronic filing. Each portal and court has its own technical rules, but the same handful of problems cause most rejections.
Before you upload
- Searchable text: many courts require text-searchable PDFs, not image-only scans. Run text recognition on scans.
- File size: portals have size limits. Large exhibits may need to be split.
- Page size and orientation: letter size, upright, with readable margins.
- Bookmarks: long filings and exhibit sets are easier to use with a bookmark for each section.
- Signatures: in the form the court accepts.
Protect personal information
Court rules generally require removing or shortening certain sensitive information, such as full Social Security and account numbers, from filed documents. True redaction removes the text itself, not just a black box drawn over it.
Name files clearly
Consistent names, such as the date, document type and exhibit number, make the filing easy to follow and find later.
Our e-filing readiness checklist covers each step.
General information. The court's rules and the portal's requirements govern; counsel decides what is filed.
This article is general information, not legal, tax or regulatory advice. Rules change; confirm current requirements with the responsible agency or a licensed professional.
