What are Some Questions Regarding Setting up an Office Account in the eFiling Portal?


List of Questions


  1. Are there instructions for setting up an Office Account?
  2. I want to setup an Office Account. What do I need to know before I get started?
  3. If an attorney is associated with an Office Account are they registered to use the Portal?
  4. If an attorney is associated with an Office Account do they still need to register and have their own ID?
  5. When setting up an Office Account do I have to enter all attorneys at that time?
  6. Do I need to know an attorneyâs bar number in order to associate them with the Office Account?
  7. I entered the bar number for an attorney, but the information I have does not match the information reported back by the application. What do I do?
  8. Can I provide an alternate email address for attorneys?
  9. Does the Office email address receive any email from the Portal?
  10. I would like all correspondence from the Portal to go to one email address for the Office. Is that possible?
  11. My organization is large. I setup one Office and now I have to setup a second. Do I need to create another User ID to be the administrator for the second office?
  12. I donât understand the question "Are you Registered to use the Portal?"
  13. I am trying to enter a User ID, but it is being rejected?
  14. I am trying to enter a Password, but it is being rejected?



1.  Are there instructions for setting up an Office Account?


Yes. There are Detailed Instructions and a Quick Start Guideon the Portal.


 

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2.  I want to setup an Office Account. What do I need to know before I get started?


Before beginning the process of setting up an Office Account, be sure to be prepared with the following:
  • A designated person to be the Office Administrator. That person should be the person who will fill out the online form.
  • The person setting up the Office Account will also be setting up their own user account at the same time, so a unique User ID will need to be chosen.
  • A list of attorneys who will be associated with the office. There must be at least one attorney associated with an office, additional attorneys can be added at a later date if needed.
  • The WSBA bar number for each attorney to be associated with the office.
  • An alternate email address for any attorneys who would like to receive documents at an address other than the address on file with the WSBA.

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3.  If an attorney is associated with an Office Account are they registered to use the Portal?


No. By associating an attorney with an Office, registered office staff may file on an attorneys behalf. If an attorney wants to file their own documents, they will need to set up their own account by choosing the Register with an Established Office option.


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4.  If an attorney is associated with an Office Account do they still need to register and have their own ID?


No. If an attorney is associated with an Office, then any office staff will be able to file on their behalf. An attorney may register if they like, but it is not necessary.


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5.  When setting up an Office Account do I have to enter all attorneys at that time?


No. Only one attorney needs to be added when an account is established. Other attorneys can be added to the office at a later date by using the Manage Account option in the Portal.


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6.  Do I need to know an attorney's bar number in order to associate them with the Office Account?


Yes. The attorneys WSBA bar number must be entered in the application and the bar number must match one on file with the Judicial Information System (JIS). If the bar number is not in JIS, the attorney cannot be added.


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7.  I entered the bar number for an attorney, but the information I have does not match the information reported back by the application. What do I do?


You will not be able to add the attorney until the information in the Judicial Information System (JIS) is correct. You will need to promptly contact the WSBA and provide them with the attorneyâs most current information. It will then take approximately 2 to 3 weeks for the changes to be sent from the WSBA to be loaded to the JIS. You will need to wait a few weeks after notifying the WSBA, then return to the Portal and use the Manage Account option to associate the attorney with the Office.


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8.  Can I provide an alternate email address for attorneys?


Yes. If the attorney has an email address they want to use, in addition to the official address provided to the WSBA, the registration process offers an option to enter that alternative address. When documents are filed on behalf of that attorney, then attorneys with alternative email addresses will receive confirmation email at both the official address and the primary address.


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9.  Does the Office email address receive any email from the Portal?


No. At this time the office email address is just informational only. No correspondence from the Portal will be sent to the office email address.


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10.  I would like all correspondence from the Portal to go to one email address for the Office. Is that possible?


Yes. If the office email address is used as an alternate email address for all attorneys associated with the office, and if all office staff use the office email as their alternative email address, then the office email will receive a copy of all correspondence generated by the Portal and sent to office staff and attorneys.


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11.  My organization is large. I setup one Office and now I have to setup a second. Do I need to create another User ID to be the administrator for the second office?


No. Once the office and attorney information has been entered for an office, you will be prompted to identify yourself as either a Registered user or not. If you have already created an account, you will choose "Yes" when asked "Are you Registered to use the Portal?", then you will enter your user information. Once your user information is validated, the office setup will be completed.


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12.  I don't understand the question "Are you Registered to use the Portal?"


If a person has already registered to use the Portal, and has valid User ID, then that person would answer Yes to the question "Are you Registered to use the Portal?" and the office setup would be completed on verification of the entered information (this is the least likely scenario). However, if the person setting up the office has not previously registered to use the Portal (which is the most common scenario), then the person setting up the office will answer No to the question and will continue on with the process. The remaining steps in the process will be to register the person.


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13.  I am trying to enter a User ID, but it is being rejected?


A User ID must be unique and must meet our standards. Please see our User ID Standardsfor more information.


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14.  I am trying to enter a Password, but it is being rejected?


Passwords must meet a fairly strict set of guidelines. Please review our Password Standardsfor more information.


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RN id: 2476