This is the second in a series of posts for Admins preparing for Indiana's transition to an EFM. All of these posts are long, but don't worry! They are long because we're going into extensive detail to make sure the instructions are easy to follow, but the work is easy (This one will take most people about 20 minutes)
The first step can be found here:
https://blog.doxpop.com/2025/12/step-one-in-preparing-for-transition-to.html
We suggest doing both of these steps as soon as possible after December 2, 2025. And of course, if you run into any problems, we're here to help. Call us at 866-369-7671 or email support@doxpop.com.
To preserve the firm information, login and click on the "e-filing" tab. Then click on "E-Filing Account Administration"
On the account administration page, there will be five tabs labeled "Payment Accounts", "Service Contacts", "Public Service Contacts", "Users" and "Attorneys".
Click on each tab in turn, and save the contents of each one by pressing [Ctrl]-[P] or choosing "Print" from your browser's menus and then for the print destination, choose "Save as PDF" or "Save to PDF. You may want to choose "Landscape" to make these easier to read later.
Your browser will suggest the same name for every file. We suggest that you name each file with the name of the tab you are capturing. When you're done, you should have five PDF files. Make a backup of them.
Many of you have set your contacts up with administrative copies being sent to assistants.If you want to preserve that information, click on the "Edit" button on the far left for each contact, and then "print" that information. (This will be a bit time-consuming.)For many of you, this will be unnecessary, because really all you need is a checklist to make sure you don't miss a contact, but once you're adding it, you'll have no problem knowing who the cop(ies) go to, and may want to use the opportunity to clean these up.
Your basic preparation for firm information is now complete.
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