> 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/judge-guide/reviewing-a-filing.md). # Reviewing a Filing When you click a filing row in your inbox, the review screen opens. This is a split-panel layout with the document viewer on the left and the filing details panel on the right. ## The Review Layout * **Left side** -- a PDF viewer showing the filing's documents * **Right side** -- a details panel with filing information, document list, and action buttons * **Drag handle** -- the divider between the two panels can be dragged to resize. Double-click it to collapse or expand the details panel. A breadcrumb bar at the top shows your path: **Inbox > Court > Case > Filing Number**. The filing number appears in a tab with a "Pending Signature" badge. Click "Inbox" to return to your inbox at any time. When the details panel is fully collapsed, a floating action bar appears at the bottom of the screen with a **Sign Filing** button and an **Expand Panel** button so you can quickly act without re-expanding. {% hint style="info" %} **📹 GIF:** The judge review screen layout -- the PDF viewer on the left showing a document, the details panel on the right with filing info, dragging the divider to resize, and collapsing the panel to show the floating action bar. {% endhint %} ## Filing Details Panel The details panel is organized into numbered workflow steps: ### Step 1: Filing Info This section shows key details at a glance: * **Envelope** -- the filing number * **Received** -- how long ago the filing arrived * **Filer** -- who submitted the filing * **Court** -- the court name (abbreviated for long names) * **Filing Type** -- the case type and subtype * **Case #** -- the case number (if filed on an existing case) * **Clerk** -- the clerk who routed the filing to you ### Parties If the case has parties on file, you can expand the **Parties** section to see each party's name and role (Plaintiff, Defendant, Petitioner, Respondent, etc.). ### Clerk Routing Note If the clerk included a note when routing the filing to you, it appears in a highlighted box below the filing info. Read this carefully -- it often contains context about why the filing needs your attention or what action the clerk expects. {% hint style="info" %} The routing note is set by the clerk when they send the filing to you. It cannot be edited from the judge portal. {% endhint %} ### Step 2: Documents The document list shows all documents in the filing. Each document displays: * **Title** and document type * **File size** * A **Lead** badge on the primary document * A **seal icon** if the document is sealed Click any document in the list to view it in the PDF viewer on the left. The selected document is highlighted with a ring outline. ## Reading Documents The PDF viewer displays the selected document. You can scroll through pages and switch between documents by clicking them in the details panel. ## Editing Document Text If you need to make text changes to the lead document before signing: 1. Click the **Edit Document** button in the panel footer. 2. The system extracts the PDF text and converts it to an editable format. This may take a moment. 3. The screen splits into the text editor on the left and the original PDF on the right for reference. 4. Make your changes in the editor. A banner at the top reminds you that changes will be applied back to the original PDF when you save. 5. Click **Save Edited Document** to apply your changes. The system computes the differences and writes them into the PDF. 6. Click **Cancel** to discard changes. If you have unsaved edits, a confirmation dialog asks whether you want to discard them. {% hint style="info" %} **📹 GIF:** Editing document text -- clicking "Edit Document," the text editor appearing alongside the original PDF for reference, making a text change, and clicking "Save Edited Document" to apply it. {% endhint %} {% hint style="warning" %} Only the lead document can be edited. If the filing has multiple documents, only the one marked "Lead" is available for text editing. {% endhint %} After saving edits, the PDF viewer updates to show the modified version. You can then proceed to sign the filing with your changes included. ## PDF Tools Below the document list, you have access to PDF tools for: * **Margins** -- toggle margin guidelines on the document * **Redaction** -- mark areas for redaction on the selected document * **Stamp** -- preview court stamp placement * **Organize** -- rearrange or split documents if needed --- # 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 dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.cottfile.com/judge-guide/reviewing-a-filing.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.