> For the complete documentation index, see [llms.txt](https://docs.cottfile.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cottfile.com/filer-guide/overview.md). # Overview — Your Dashboard When you sign in, the dashboard is your home base. It gives you a snapshot of all your filing activity and quick access to start new filings. ## Stat Cards At the top of the dashboard you will see five summary cards: * **Total Filings** -- The number of filings you have submitted in every status -- Pending, Accepted, Rejected and everything in between (excludes drafts). * **Pending** -- Every submitted filing that has not yet been accepted. This includes filings that are Submitted, Under Review, With Judge, or back with the clerk, as well as Rejected and Payment Failed filings that need your attention. The card count always matches the Pending tab. * **Accepted** -- Filings that have been accepted or recorded with the court. * **Rejected** -- Filings that were rejected by the clerk and may need correction. * **Drafts** -- Filings you started but have not yet submitted. You can resume these at any time. Clicking a stat card takes you to the matching view: **Total Filings** opens the All tab listing every filing, **Pending** opens the Pending tab, **Accepted** opens the Approved tab, **Rejected** opens the Pending tab filtered to rejected filings, and **Drafts** opens the Drafts tab. {% hint style="info" %} **📹 GIF:** Clicking each stat card on the dashboard (Total, Pending, Accepted, Rejected, Drafts) and watching the filings table switch to the matching tab or filter. {% endhint %} ## Payments Due Banner If any of your filings have a failed payment, a **Payments due** banner appears ("N filings accepted by the clerk -- not on the court record until paid") with the total due and a **Review & pay** button. It opens the Payments due page, where you pick a card and pay one or all filings at once. See [Payments, Deposits & Receipts](/filer-guide/wallet-and-payments.md). ## Filing List Below the stat cards is the **My Filings** card. This is a table of all your filings, organized into four tabs, each with a count badge: * **All** -- Every filing you have submitted, in every status, in one flat list. Its count always matches the Total Filings stat card. Same columns, search and filters as the Pending tab. * **Pending** -- Every filing still waiting on an outcome, including rejected and payment-failed filings. Columns: Case # (a green "NEW" badge if the case has no number yet), Court, Parties, Documents, Fees, Status, and Submitted (newest first). You can search by case number, court, case type, or party, and filter by Status, Court, Parties, or Document Type. Clicking a row opens the full case page -- see [Tracking Your Filings](/filer-guide/tracking-your-filings.md). * **Approved** -- Accepted filings grouped **by case**, one row per case, sorted by approval date (newest first). The tab badge counts filings and always matches the Accepted stat card, so it can be higher than the number of case rows you see. Columns: Case # (with the case title underneath), Court, Filings, Documents, Fees, and Approved. Expand a case to list its filings, expand a filing to list its documents, and click a document for an inline PDF preview with **Open in new tab** and **Download original**. * **Drafts** -- Filings you started but have not yet submitted. You can resume or delete drafts from here -- see [Working with Drafts](/filer-guide/working-with-drafts.md). ## Quick Actions In the top-right corner of the My Filings card, two buttons let you start a filing immediately: 1. **File a New Case** -- Opens the filing wizard for a brand-new case. 2. **File on Existing Case** -- Opens a search panel where you can look up a case already in the court's case management system and add documents to it. When you click either button, the filing wizard appears inline above the filings table. You can close it at any time with the **Close** button. {% hint style="info" %} **📹 GIF:** Clicking "File a New Case" on the dashboard, showing the filing wizard appearing inline above the filings table, then clicking "Close" to dismiss it. {% endhint %} ## Criminal Division If any of your courts runs a criminal docket, a **DIVISION** toggle in the top bar lets you **Switch** between Civil and Criminal. In criminal mode the dashboard shows a **My Cases** card with stat cards for Open Cases, Pending, In Court, and Drafts, and only **File on Existing Case** is available -- criminal filings must be filed into an existing case, which you can find by case number or last name. {% hint style="warning" %} Switching divisions while a filing is open asks you to confirm: "You have an active filing in progress. Switching... will close it and return you to the dashboard. Any unsaved progress will be lost." Choose **Stay here** or switch. {% endhint %} ## Navigation The sidebar on the left provides links to all filer pages: * **Dashboard** -- The page described here. * **Notifications** -- View filing status updates and system alerts. * **Payments** -- View your payment history, receipts, and transaction details. * **Reports** -- Filing activity reports (available to attorneys and organization admins). * **Settings** -- Manage your organization profile, team members, billing, and preferences. Visible if you belong to an organization, or if you can create one (attorneys, paralegals, org admins, and government filers without a firm). {% hint style="info" %} **📹 GIF:** Navigating the filer sidebar -- clicking Dashboard, Notifications, Payments, Reports, and Settings to show each page briefly. {% endhint %} {% hint style="info" %} You can also drag and drop PDF files anywhere on the page. If you have a filing wizard open, the files are added directly to your current filing. Otherwise, a dialog appears to let you upload and then start a new filing. {% endhint %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.cottfile.com/filer-guide/overview.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. 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