GENERAL INFO.	There are a variety of useful items available to attorneys under the “Utilities” menu. The following instructions will demonstrate how to change your name, and address information, your e-mail information, your password, and the manner in which you receive e-mail notices. These instructions will also show you how to run a report of your electronic transactions. The ability to make these changes, will allow you to control the accuracy of your own information in a timely manner.
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 “Utilities” in the blue menu bar at the top of the screen.
UTILITIES OPTIONS	A screen similar to the following “Utilities” screen will now display.
PAYMENT HISTORY	For instructions regarding , see the separate instructions for “Payment of Fees Via the Internet”.
PAYMENTS DUE	For instructions regarding , see the separate instructions for “Payment of Fees Via the Internet”.

	MAINTAINING YOUR ECF ACCOUNT
STEP 1	Click on the hyperlink in the categories list.
USER ACCOUNT INFO. SCREEN	Your “User Account” information will display showing your current account information.
STEP 2	Make any corrections needed to your name, address, telephone number and/or fax number needed by highlighting and typing over the incorrect information.
STEP 3	This is the point where you would click the button and follow the steps set out later in these instructions if this were the only information you were changing.

	CHANGING YOUR PASSWORD
STEP 1	Click on the button at the bottom of the “User Account” information screen to change your password.
MORE USER INFO. SCREEN	The “More User Information” screen will now appear.
STEP 2	By highlighting the old password, you can delete it and enter a new password. When changing your password, remember that it should be at least 8 characters in length and should include a combination of letters, numbers and symbols for the sake of security. When you first type the new password, it will show you what you are typing. Later entry onto this screen will once again just display asterisks. NOTE: Your password should be changed whenever you lose a staff member who was given access to your login and password. NOTE: This may also be useful (with the court’s permission) to allow you to change both your login and password to be the same as your login and password for other districts where you are certified.
STEP 3	Click the button after changing your password.
STEP 4	This is the point where you would click the button and follow the steps set out later in these instructions if this were the only change you were making.
	CHANGING YOUR E-MAIL INFORMATION
STEP 1	To change your e-mail information, click on the button at the bottom of “User Account” information screen.
E-MAIL INFO. SCREEN	The “E-mail Information” screen will now display.
STEP 2	Simply highlight your former primary or secondary e-mail address and type in your new e-mail address to change it. If you make an error in the format of the e-mail address, an error message will display as shown below. The setup will default to automatically send notification of all activity in all the cases in which you are involved to your primary e-mail address as well as to your additional e-mail addresses, if you add any. NOTE: All activity includes notification of claims being filed as well as all other entries on the docket of the case. NOTE: You may wish to establish a new separate e-mail address for court notices. See the separate instructions on “Managing E-mail” in the “Notices of Electronic Filing“ topic in the “Miscellaneous “ section of the manual.
STEP 3	If you wish to enter other e-mail addresses, you must first click in the square beside “to these additional addresses” to insert a check mark into it. Type in as many additional e-mail addresses as you desire. Separate each e-mail address with a semi-colon before “entering” to the next line to add the next e-mail address. NOTE: You may wish to enter e-mail addresses for a secretary and/or paralegal to be notified of the activity in your cases. NOTE: Since you can change the information in your account as often as you need to, you may wish to put in another attorney’s e-mail address while you are out of the office for an extended period of time (like vacations). This will allow that attorney to monitor the activity in your cases to catch emergencies as they arise. After you return to the office, you would then need to go back into “Utilities” and remove that attorney’s e-mail address. NOTE: You should not use the “additional addresses” field to enter your clients’ e-mail addresses because in addition to the pleadings you file on their behalf, it will send them a copy of every pleading you file for every client in every case you participate in. If you want your client to view the pleading you filed on their behalf, just don’t click on the document number when you receive your “Notice of Electronic Filing”. You can then forward the “Notice of Electronic Filing” to your client after saving or printing a copy for your records. Your client can then click on the document number and get the “free peek” at the pleading.
STEP 4	If you use the following feature, you do not have to be a participant in a particular case to receive notification of activity in that case. If you wish to receive notice of activity in cases where you aren’t a participant, you must first click in the square beside “Send notices in these additional cases” to insert a check mark into it. Then, type in as many additional case numbers as you wish. Separate each case number with a semi-colon before “entering” to the next line to add the next case number.
STEP 5	You can choose to receive a separate e-mail from the court for each activity that occurs in each of the cases where you are a participant and in the cases you listed above, or you can choose to receive one e-mail a day from the court that will include information about all the activity in all of the cases where you are a participant and in the cases you listed above. See the separate instructions on “Notices of Electronic Filing” for examples of a notice for each filing and a daily summary report.
STEP 6	Click the when you have finished changing the e-mail information. NOTE: If you added case numbers to the list of additional cases in which to receive notice and entered any invalid case numbers, you will receive an error message similar to the one shown below and you will be given the chance to back up and enter the correct case number.
STEP 7	This is the point where you would click the button and follow the steps set out next if e-mail changes were the only changes you were making.
	SUBMITTING CHANGES
STEP 1	Click the button after making all the changes necessary to the various screens in your account information.
STEP 2	If you make changes that do not directly affect specific fields in the cases in which you are a participant, the following message will display. An example of this would be changing your e-mail address. This only affects future e-mail notices sent by the court (in all your cases), not e-mail sent out in the past in your cases. Click the button to complete submission of the changes.
ALTERNATE STEP 2	If you make changes to your account information that will change specific fields in a case’s information, the following screen will now display. NOTE: Pay attention to the “CAUTION:” message. If you correct your Name, Social Security number, Tax ID number, or Bar ID number (not used in the USBC EDKY), the change will automatically be made to all the cases listed (even if you highlight only certain cases). With other changes, you can accept the default to “Update All” your cases or you can hold down the “Ctrl” key after clicking on the first case and click on other cases where the changes need to be made to make the changes only to the particular cases that you highlighted. Click the button to complete submission of the changes.
VERIFY CHANGES	A screen similar to the one below will display so that you can verify the changes that you made.
	Viewing Your Transaction Log
STEP 1	Click on the hyperlink in the “Utilities” menu.
STEP 2	The following screen will now display. NOTE: The default begins the report as far back as 1996. You will probably want to narrow down the range so that you will be viewing a smaller report. If you forget to change the “Start Date”, use your browser’s button to halt the report and start again. Enter the specific dates you wish to review.
STEP 3	Then, click the button.
ACTIVITY LOG	A “Transaction Log” similar to the one below will then display. This report may be useful to you as an attorney to track the activity that you and your staff generated in your cases during a particular time period.