GENERAL INFO.	Sometime in the future, a fillable “Summons” form will be available on our court’s website. The attorney for the plaintiff(s) will be able to complete the “Summons” form and print it out for serving. This is similar to the present subpoena practice. The attorney, as an officer of the court, will be allowed to issue the “Summons”. Instructions for downloading and completing the “Summons” form will be available on the court’s website as soon as the forms are available. Federal Rule of Bankruptcy Procedure 9036 was revised in December 2001 to allow for electronic service of most pleadings. There is an exception, however, for “service of process”. The service of the “Summons” together with the “Complaint” must still be made by the traditional methods used in the past. After the “Summons” has been created/issued, a copy of the “Summons” that was issued must be filed with the court. The steps to file this copy are shown below.
HELP SCREENS	Help is available for most screens by clicking on the button. The help box will display describing the fields and what entry is required for the window you are currently viewing. Click on the button at the upper right hand corner of the screen or the button to close the help screen.
STEP 1	Log in to the CM/ECF System using your ECF Login and Password if you aren’t already logged in. NOTE: After logging in, if you click on Netscape Navigator’s (resize) button accidentally instead of clicking the minimize button, or if you drag the sides to resize the Netscape window, there is a Netscape Navigator bug which will throw you out of your CM/ECF session and you will lose all the information that you have entered up to that point. So, resize the window before you login!
STEP 2	Click on “Adversary” in the blue menu bar at the top of the screen.
ADVERSARY CATEGORIES	The available adversary categories are now displayed.
STEP 3	Click on the hyperlink in the categories list.
STEP 4	The “Complaint/Summons” case number screen will display next. It may contain the case number of the last case you have been using during the current login session. Leave the number if it is the correct case, or enter the correct case number (yy-nnnn), including the hyphen. For training purposes, it will not be necessary to change the case number. NOTE: If you change the case number and make an error entering the new case number, the system will display the following message regarding the case number format. Click the button or the button and try entering the case number again.
STEP 5	Click the button.
COMPLAINT /SUMMONS SELECTION BOX	The “Complaint/Summons” selection box now displays.
STEP 6	Navigate down to the “Summons Issued” event by typing “s” once. This will highlight and select “Summons Issued”.
STEP 7	Click the button.
STEP 8	The opportunity to search for and select the .pdf image of the “Summons” which was issued is now provided. Follow the separate instructions for “Browsing For and Selecting the Correct .pdf Document” to find, open, review and select the “Summons” .pdf image. For the training case, the .pdf documents will be on the local “c:/” drive. NOTE: At your law firm, the .pdf documents may be stored on a network drive or on the “c:/” drive of a staff member’s computer.
.PDF WARNING MESSAGE	If you click on the button to advance without attaching a .pdf document, a “Warning Message” will be displayed. Click the button to close the message. You will then, once again, have the opportunity to browse to select the .pdf image of the document.
ATTACH- MENTS	The legal mind thinks of an attachment as any supporting document(s) stapled or attached to the back of the main pleading. These types of legal attachments will be referred to in this documentation as “supporting documentation”. In the USBC EDKY, the “attachment” feature is used in only two situations: (1) when the main pleading, plus any supporting documentation is more than 50 pages in length, and (2) for attaching proposed orders. The “Summons” being issued in this training case is less than 50 pages, so leave the attachment setting at “No”.
STEP 9	The opportunity to choose the defendant upon whom the “Summons” will be served is now presented. There should never be a need to search for or create a party here because a “Summons” would only be issued if a “Complaint” had been filed and defendant(s) added. Select the defendant who the “Summons” has been issued against by using your mouse to click on their name to highlight it as shown below. NOTE: You can tell which parties are defendants because they have [pty:dft] after their name.
STEP 10	Click the button.
STEP 11	The date by which the defendant must answer is shown on the next screen. Click the button.
STEP 12	Since the installation of Version 2.2, occasional “non” screens have cropped up such as the example below from a main case event. When such a screen appears, simply click the button.
FINAL DOCKET TEXT SCREEN	The “Docket Text: Final Text” screen now displays. NOTE: The “Attention!!” message shown above is to alert you to the fact that this is the point of no return! This is the last opportunity to make any changes before the document is officially filed.
NOTES RE: ERRORS MADE WHILE FILING	If the docket text is incorrect, click on the browser’s button as many times as necessary to find the error and correct it. NOTE: You will not be able to use the button to correct your errors if you are using Internet Explorer 5.5 because you will be thrown out of the system the 2^nd time you click it. You will need to click on the “Adversary “ hyperlink in the main menu bar. Then, you will have to start the event all over again and you will have lost most of the “Summons” issuance information that you have entered. NOTE: If using Netscape Version 4.7, you can usually go backwards and forwards through the various screens using the browser’s “Back” and “Forward” buttons without losing any data as long as you make no changes. But, if you make a change, the information on the screens from the point of the error forward will have to be re-entered after you have corrected the error because the information from the error forward will have been lost. Also, if you back up to a screen earlier than the screen where you search for the .pdf document, you will lose the .pdf document and you will have to search for the .pdf document and select it all over again.
STEP 13	Click the button to send the document to the court.
SUMMARY OF CHARGES SCREEN	There are no filing fees for the issuance of a Summons. However, if you owe filing fees for previous documents filed, the “Summary of Current Charges” screen will display next. Click the button and follow the separate instructions for “Payment of Fees Via the Internet”, if you wish to go ahead and pay the filing fee immediately. Click the button, if you wish to pay all the filing fees for a particular day all at once near the end of the day. Later, when you desire to pay all your accumulated filing fees for the day, follow the separate instructions for “Payment of Fees Via the Internet”.
NOTICE OF ELEC- TRONIC FILING	After you have continued the filing or completed the payment process, the “Notice of Electronic Filing” will now display. See the separate instructions regarding “Notices of Electronic Filing”.
EXAMPLE OF ANSWER DUE DEADLINE	A deadline by which each defendant(s) (upon whom a “Summons” was issued and successfully served) must file an “Answer” was created during the filing of the above event. If you run a “Query” on the “Deadlines/Hearings” in the adversary proceeding, the screen below shows how “Answer Due” deadlines will be displayed.