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.
Filing Details Panel
The details panel is organized into numbered workflow steps:
Step 1: Filing Info
This section shows key details at a glance:
Case Number -- the case number, or NEW for a new-case filing
Received -- how long ago the filing arrived
Filer -- who submitted the filing
Court -- the court name (abbreviated for long names)
Case Type -- the case type, with Filing Type showing the subtype
Case # -- the case number (shown again when 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.
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:
Click the Edit button (marked "beta") in the panel footer.
The system extracts the PDF text and converts it to an editable format. This may take a moment.
The screen splits into the text editor on the left and the original PDF on the right for reference.
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.
Click Save Edited Document to apply your changes. The system computes the differences and writes them into the PDF.
Click Cancel to discard changes. If you have unsaved edits, a confirmation dialog asks whether you want to discard them.
Only the lead document can be edited. If the filing has multiple documents, only the one marked "Lead" is available for text editing.
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 -- draw rectangles by hand over sensitive content on the selected document (manual only -- there is no automatic PII detection)
Deny -- place a red "DENIED" stamp when you are denying the filing rather than signing it (see Signing and Returning)
Organize -- rearrange or split documents if needed
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