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File Into Existing Docket

The File Into Existing Docket feature allows Tier 2 users to submit new documents or pleadings into an existing Docket within the Docket Management System.
This function ensures that all filings related to a docket are centralized under the correct Docket record.

1. Access the Filing Option​

After logging in, the Tier 2 user navigates to their Dashboard.
Click the +Submit New button located at the bottom-right corner of the screen.
When the pop-up menu appears, select File Into Existing Docket.

Submit New pop-up with File Into Existing Docket option

After selection, the system navigates to the File Into Existing Docket screen.
This screen allows users to upload and submit documents into a selected docket.
All fields marked with an asterisk (*) are mandatory.

File Into Existing Docket screen

2. Filing Details​

The Filing Details section collects key information about the filing.

  • Are you filing on behalf of another authorized filer? *
    Radio buttons (Yes / No) allow users to specify whether they are submitting on behalf of another filer.

Authorized filer option

  • If Yes is selected, the system displays text fields to capture the authorized filer's details.

Authorized filer detail fields

  • Into which Docket will these documents be filed? *
    Search-enabled dropdown for selecting the docket number of the existing Docket.

  • Are the parties on whose behalf these documents are being filed existing companies in the system? *
    Radio buttons (Yes / No) control whether to select from existing company records or manually enter new party details.

    • If Yes, a company search field appears.
    • If No, text fields display to add new party details.

Company selection option

Add new party details

Note: If there is more than one party, click the +Add Party button to include additional party information.

  • Certification Checkbox *
    Users must confirm that all required information is included by checking:
    "I certify that everything required by statute and rule is included in this filing."

Certification checkbox example

3. Upload Documents​

The Attachments section allows users to upload all documents relevant to the filing.

Grid Columns​

The uploaded documents grid includes the following columns:

  • Document # – Auto-generated unique document identifier (clickable link opens document viewer).
  • Document Title – Name assigned to the document.
  • Document Type – Classification (e.g., Advice Notices, Affidavits, Applications, Briefs).
  • Document Description – Short description of the document's contents.
  • File Size – Displays the file size.
  • Format – File type (e.g., PDF, DOCX).
  • Confidential – Indicates whether the file is confidential.
  • Uploaded – Displays upload status.
  • Actions – The three-dots menu provides options to link or remove the document. Selecting Link allows association with an existing Docket ID.

Attachments grid columns

4. Upload Document​

Click Upload to open the document submission form.
The pop-up allows users to enter details and attach a file.

Form Fields:

  • Document Title* – Required name of the document.
  • Document Type* – Select the type from the dropdown.
  • Access Type* – Choose confidentiality level (Non-Confidential / Confidential).
  • Description – Optional text area for additional details.
  • Select File* – Browse or drag-and-drop to upload the document.
  • Save – Uploads and adds the document to the grid.
  • Cancel – Closes the form without saving.

Upload document form

5. Submit Filing​

After completing all required fields and uploading documents, click Submit to file into the selected docket.
A confirmation message will display once submission is successful.
You can view your filing details under the My Dockets section.

Filing confirmation and My Dockets view