Case Types and Documents

Filing types and docket entries define what filers can submit and how those submissions are recorded in the CMS. Filing types are organized in a tree: Court > Filing Type > Filing Subtype. Docket entries are managed separately and can be linked to a filing type.

Filing Types (Case Types)

Filing types categorize the kind of case a filer is initiating or adding to. They are court-specific -- each court manages its own set of filing types.

Viewing the Filing Type Tree

Navigate to Admin > Filing Types to see a hierarchical view organized by court. Click on a court name to expand it and see its filing types. Click on a filing type to expand it and see its subtypes.

Adding a Filing Type

1. Expand the court you want to add a filing type to.

2. Click Add Filing Type on the court row.

3. Fill in the details:

Field	Required	Description
Name	Yes	Display name (e.g., "Civil")
Code	Yes	Short identifier (e.g., "CIV"). Must be unique within the court
Description	No	Optional description of this filing type

1. Click Create.

Adding a Filing Subtype

Filing subtypes provide a second level of classification under a filing type (e.g., "Personal Injury" under "Civil").

1. Expand the court and filing type.

2. Click the plus icon on the filing type row.

3. Fill in the name, code, and optional description.

4. Click Create.

Editing and Deleting

• Use the pencil icon to edit a filing type or subtype

• Use the trash icon to delete

Deleting a filing type also deletes all of its subtypes. Existing filings that reference deleted types are not affected, but new filings cannot use them.

Docket Entries (Document Types)

Docket entries define the types of documents that filers can attach to their filings (e.g., Petition, Motion, Exhibit). Each docket entry maps to a CMS event code used when recording the filing in Verdict.

Viewing Docket Entries

Navigate to Admin > Docket Entries to see a searchable table of all docket entries across all courts.

The table displays:

• Name -- Display name shown to filers

• Code -- Short identifier

• CMS Event Code -- The event code sent to Verdict when this document type is recorded

• Linked Filing Type -- The filing type this document type is associated with (if any)

Adding a Docket Entry

1. Click Add Docket Entry.

2. Fill in the details:

Field	Required	Description
Name	Yes	Display name (e.g., "Petition")
Code	Yes	Short identifier (e.g., "PET"). Must be globally unique
CMS Event Code	No	The Verdict event code (e.g., "PTNFLD"). Used when recording the docket entry in the CMS
Description	No	Optional description
Linked Filing Type	No	Associate this docket entry with a specific filing type. The dropdown shows filing types grouped by court

1. Click Create.

Linking Docket Entries to Filing Types

When you link a docket entry to a filing type, that docket entry only appears as an option when a filer selects the corresponding filing type during the filing wizard. If a docket entry is not linked to any filing type, it is available for all filing types.

Editing and Deleting

Use the pencil and trash icons on each row. Deleting a docket entry does not affect existing filings that reference it.