Recording requested by

File & ServeXpress™
San Francisco Superior Court – All Cases Special Instructions
CONTENTS
File & ServeXpress™

1.0 Preparing Your Documents
1.1 Document Titles
When adding a title to your document, be sure to include: (1) the name of the party filing the document, (2) the nature of the document, (3) party against whom relief, if any, is sought, and (4) nature of relief sought. For example "Defendant ABC Corporation's Request for Dismissal of Plaintiff John Smith's Complaint." 1.2 Caption Pages & Slip Sheets (for exhibits & other documents)
Each document that is uploaded separately onto File & ServeXpress™ (even if uploaded in the same transaction) must include a caption page as a cover sheet. The caption page should include a very specific document title (e.g., "Declaration of Joe Smith in Support of Motion for Summary Judgment"). If smaller documents, such as exhibits, are grouped together and uploaded as one document onto File & ServeXpress™, there must be a caption page as a cover sheet and the caption page should include a very specific document title (e.g., "Exhibits A-E to Declaration of Joe Smith in Support of Motion for Summary Judgment"). Slip sheets should be used between each document (e.g., a page where the only words printed are "Exhibit A", a page where the only words printed are "Exhibit B" and so on). Blank pages are not allowed as slip sheets. If a large document is broken down, each portion of the document that is uploaded separately onto File & ServeXpress™ must include a caption page as a cover sheet. The caption page should include a very specific document title (e.g., "Exhibit A to Declaration of Joe Smith in Support of Motion for Summary Judgment – Part 1 of 4"). Also, when breaking down large documents into smaller portions, File & ServeXpress™ recommends that each portion contain 50 pages or less with a maximum file size of 5 MB. To produce a smaller file size, File & ServeXpress™ recommends adjusting your scanner settings to scan in black & white at 200 dpi. Please see Section 2.3, below, "Exhibits," for more information about submitting exhibits. 1.3 Scanning Recommendations
File & ServeXpress™ recommends adjusting your scanner settings to scan in black & white at 200 dpi, which should produce smaller file sizes for your documents. File & ServeXpress™ also recommends breaking down large documents into portions of 50 pages or less with a maximum file size of 5 MB, and then uploading each portion separately onto File & ServeXpress™. Please see Section 1.2, above, "Caption Pages & Slip Sheets," for more information about submitting large documents that have been broken down. File & ServeXpress™
1.4 Signatures
All e-filed and/or e-served documents requiring a signature under penalty of perjury (e.g., a declaration signed by a third-party) must be scanned and reflect the handwritten signature of the declarant to accomplish valid e-filing and e-service. All other documents may be signed with a typographical signature that consists of "/s/" followed by the attorney's name typed on the signature line. The court will reject your document if the signature line only contains the "/s/". An example of a proper typographical signature is: JONES SMITH & WILLIAMS By: /s/ John A. Jones Attorney for Defendant ACME CORPORATION For a typographical signature to be valid, the document must also contain the attorney's address, telephone number and state bar number (which are usually placed in the upper left corner of the caption page). Upon request, the filing party shall provide, in advance of any hearing on the matter, the original of a document with a typographical signature or handwritten signature. 1.5 Proofs of Service
You are still required to e-file proofs of service the same as you would normally do if you were filing the documents traditionally in paper. Proofs of service may be appended to the end of the applicable documents or they may be uploaded as separate documents. If uploaded as a separate document, a proof of service must include a caption page as a cover sheet. 2.0 Preparing Your E-Filing and/or E-Service Transaction
2.1 Document Titles
The document title that you enter into the "Title" box under the "Documents" tab should be exact the same as the document title on the caption of your document. 2.2 Run-On Documents Prohibited
Do not upload "run-on" documents as one file. For example, do not upload a notice of motion, memorandum of points and authorities, declaration and proposed order all as one document. These documents can be e-filed in one transaction, but as four separate documents with the appropriate caption page. File & ServeXpress™
2.3 Exhibits
Exhibits may or may not be uploaded as separate documents, depending on the situation. 2.3.1 Proposed Orders, Stipulations & Orders, Judgments and Verdicts with Exhibits To submit exhibits as part of a proposed order, stipulation & order, judgment or verdict, you must upload everything as one document onto File & ServeXpress™. For example, if your proposed order includes Exhibits 1-3, then you must upload the proposed order and all three exhibits as one document. The exhibits should not be uploaded as separate documents. You must upload everything as one document regardless of the file size of the document. File & ServeXpress™ recommends adjusting your scanner settings to scan in black & white at 200 dpi, which should produce a smaller file size for your document. When uploading everything as one document, you must include slip sheets to delineate the exhibits. Please see Section 1.2, above, "Caption Pages & Slip Sheets," for more information. 2.3.2 All Other Types of Documents with Exhibits To submit exhibits as part of any other type of document (such as a declaration, appendix or request for judicial notice), it is your choice whether or not to upload the exhibits as separate documents onto File & ServeXpress™. You may: • Upload each exhibit as one document; • Upload several small exhibits that are grouped together as one document; • Break down a large exhibit into smaller portions and upload each portion as a separate document. Each exhibit, group of exhibits or portion of an exhibit that is uploaded as a separate document must include a caption page as a cover sheet. The caption page should include a very specific document title (e.g., "Exhibit A to Declaration of Joe Smith in Support of Motion for Summary Judgment"). Please see Section 1.2 above, "Caption Pages & Slip Sheets," for more information. Also, for each exhibit, group of exhibits or portion of an exhibit that is uploaded as a separate document, File & ServeXpress™ recommends the document contain 50 pages or less with a maximum file size of 5 MB. To produce a smaller file size for your document, File & ServeXpress™ recommends adjusting your scanner settings to scan in black & white at 200 dpi. File & ServeXpress™
2.4 Linking Documents
You are required to use document linking when e-filing responses to previously e-filed documents. To use document linking, (1) click the "Edit Link" button which will appear on the "Documents" tab after you upload a document, (2) select the previously filed document by clicking on the checkbox next to its name, and (3) click the "Done" button at the top or bottom of the screen. Please note that linking does not "connect" one document to another on the court's public website. 2.5 Proposed Orders in Word Format
The court strongly encourages proposed orders and other documents that require judicial action be e-filed in either Word or a format that can be opened by Word so the documents can be edited more efficiently by the court. 2.6 Option to Display "All Active Participants"
The default on the "Service" tab is to display "E-Service Only" parties. Do not select the option to display "All Active Participants" unless you intend to serve a party by U.S. Mail because that party is not available to be selected for e-service. If you select the "All Active Participants" option, and you check the box next to a party that is designated as "U.S. Mail" in the "Method" column, File & ServeXpress™ will serve that party with your documents via U.S. mail, and will charge your firm additional costs to do so. For pricing, refer to the Optional Service Pricing sheet on File & ServeXpress™ in the Resource Center. 2.7 Courtesy Recipients
On the "Service" tab, the Party Type of "courtesy recipient" means the party listed as such is not officially a party to the case but is listed so they can be sent copies of the documents as appropriate. Parties with this designation can be grouped together by clicking on the column heading labeled "Party Type". 2.8 Discovery (e-serve only, do not e-file)
Discovery documents should be submitted for e-service only and not for e-filing. When preparing a transaction that contains discovery documents, select the option to "Serve Only" on the "Review & Submit" tab. Discovery documents include (but are not limited to) interrogatory requests and responses, requests for production and responses, requests for admissions and responses, deposition notices, and other discovery-related documents pursuant to California Rule of Court 3.250. If you submit discovery documents for e-filing, they will be rejected by the court and will not appear in the Case History on File & ServeXpress™. File & ServeXpress™

3.0 Redacted & Sealed Documents
3.1 Motions
A motion to file documents under seal must be e-filed. 3.2 Documents
The redacted version of a document must be e-filed. The sealed, unredacted document should be lodged in paper. The unredacted document
must be put in an envelope with a copy of the caption page taped on the outside and the
File & ServeXpress™ Transaction ID number for the redacted version written on the
envelope. The envelope should be brought to the civil filing counter in the Civic Center
Courthouse (room 103) on the same day the redacted version was submitted for e-filing.
When the messenger arrives at the court, he/she should stand in the "Civil Subsequent
Filing" line to submit for lodging the sealed, unredacted document in the envelope. Do
not deliver sealed, unredacted documents to the courtroom.
If the sealed, unredacted document that is taken to counter is not accepted by the clerk,
then the redacted version of the document that was submitted for e-filing will be rejected.
The format and content of a sealed, unredacted document must contain all confidential
and public portions. The redacted version is identical to the sealed, unredacted
document. However, all confidential information is blacked out and thus "redacted."
If you want to break up a large document, the sealed, unredacted document and the
redacted document must be broken up in exactly the same way. Please see Section 1.2,
above, "Caption Pages & Slip Sheets," for more information about submitting large
documents that have been broken down.
4.0 Courtesy Copies
You are required to send a courtesy copy in paper to the judge of any document that requires court review, action or signature. These courtesy copies should be sent directly to the judge's department and are due no later than 1:30 pm Pacific Time the next business day after they are e-filed (except for ex parte documents - see below). For the courtesy copy requirement related to ex parte documents, refer to the court's Amended General Order No. 158 (for asbestos cases) and Local Rule 2.10 (for complex litigation cases). Your Transaction Receipt from File & ServeXpress™ must be attached to the top of all courtesy copies. Courtesy copies should be delivered via messenger to ensure timely delivery. For your convenience, File & ServeXpress™ can deliver your courtesy copies. This optional feature will be located on the "Review & Submit" tab during the e-filing and e-service process. For pricing, refer to the Optional Service Pricing sheet on File & ServeXpress™ in the Resource Center. File & ServeXpress™

5.0 Court Reporter Fees
For hearings where the moving party must pay a fee for a court reporter provided by the court, the following procedures must be followed to ensure the court is able to access the fee. The firm representing the moving party must submit a cover letter or notice in the same e-filing transaction as the moving papers. If the cover letter/notice is not submitted with the moving papers, the entire e-filing transaction (including the moving papers) will be rejected. The cover letter/notice should specify the case name, case number and name of the party that is paying the fee. The Document Type of "Notice of Payment for Court Reporter Fee" must be selected for the cover letter/notice. When the court accepts the cover letter/notice, the fee will be assessed on the filing firm through File & ServeXpress™, which will transfer the money to the court and invoice the firm. (This is the usual process when any type of statutory filing fee is assessed on an e-filing transaction.) 6.0 Jury Fees
To post a jury fees deposit, firms can choose either option below: 6.1 Manually Post the Deposit
A firm can take a check to the civil counter at the court or mail a check to the court. The check may or may not be accompanied by a cover letter (which will not be filed in the case). Either the check or the cover letter must include the case name, case number and name of party who is posting the jury fees deposit. The firm should not include any type of document that needs to be filed with the check. 6.2 Electronically Post the Deposit
A firm can submit a notice of jury fees deposit or other document (such as a cover letter) to the court through File & ServeXpress™ indicating the case name, case number, name of the party who is posting the deposit and the amount of the deposit to be posted. The firm should use the Document Type of "Jury Deposit for First Day of Trial". When the court accepts the document (stamping it as "Received, Not Filed"), the deposit will be assessed on the filing firm through File & ServeXpress™, which will transfer the money to the court and invoice the firm. (This is the usual process when any type of statutory filing fee is assessed on an e-filing transaction.) For subsequent jury fees, the courtroom clerk will tell the party the correct amount and the party will give a check to the courtroom clerk. File & ServeXpress™

7.0 Pro Hac Vice Renewal Fees
The annual renewal fee of $500 is due on or before the anniversary of the date the application to appear as counsel pro hac vice was granted. To pay the renewal fee, the attorney's firm must e-file a cover letter or notice of payment in the case in which the application was granted. The cover letter/notice should specify the case name, case number, amount of the fee ($500) and name of the attorney for whom the fee is being paid. The Document Type of "Pro Hac Vice Annual Renewal Fee" must be selected for the cover letter/notice. When the eFile Unit accepts the cover letter/notice, the $500 fee will be assessed on the filing firm through File & ServeXpress™, which will transfer the money to the court and invoice the firm. (This is the usual process when any type of statutory filing fee is assessed on an e-filing transaction.) If the cover letter/notice is not e-filed by the deadline noted above, the attorney's pro hac vice status will terminate on the anniversary of the date the application to appear as counsel pro hac vice was granted. 8.0 Rejected Documents
If your document has been rejected, click the blue "Document History" link on the left side of the Transaction Details page to obtain the name of the clerk as well as the reason for rejection. If you decide to call the court for an additional explanation, the court requests that you contact the specific clerk who rejected the document. When you call, be sure to have your Transaction ID number ready, as it will help the clerk assist you more quickly. 9.0 File-Stamped Copies
To obtain a file-stamped copy of an e-filed document, you will need to go to court's public website as these copies are not available on File & ServeXpress™. The official court record of a case will continue to be the court's Register of Actions, which will include all e-filed documents. However, firms can check File & ServeXpress™ to confirm a document was accepted by the court. This information can be obtained by looking at the "Clerk Review Status" field on the Transaction Details page. 10.0 Self-Represented Parties
8.1 Asbestos Cases
Self represented parties and self-represented non-parties will continue to file, serve, and be served traditionally in paper. File & ServeXpress™
8.2 Complex Litigation Cases
Self represented parties and self-represented non-parties are required to e-file, e-serve and be e-served, unless an exemption has been granted pursuant to Local Rule 2.10. 11.0 Service List Updates
11.1 Asbestos Cases
See Section 12.0 below entitled "Additional Information for Asbestos Cases". 11.2 Complex Litigation Cases (except for Reglan, DePuy ASR & Gadolinium JCCP cases)
To add a party or attorney to a case, use the "Case & Party Management" feature on the Home page of File & ServeXpress™, or use the "Add Party/Attorney" button while preparing an e-filing and/or e-service transaction. To remove a party, attorney or law firm from a case, use the "Case & Party Management" feature on the Home page of File & ServeXpress™. Per Local Rule 2.10, entities may only be removed by the party initiating the action against that entity, or by order of the court. 11.3 Reglan, DePuy ASR and Gadolinium JCCP cases
See Section 13.0 below entitled "Additional Procedures for Reglan, DePuy ASR and Gadolinium JCCP cases". 11.4 All Cases
Documents such as a notice of substitution, association of attorney, withdrawal of attorney, notice of firm name change or change of address form that firms are currently required to be filed with the court will still need to be e-filed even when the service lists on File & ServeXpress™ have been updated to reflect the information in those notices. 12.0 Additional Information for Asbestos Cases
12.1 Multi-Case Option
Don't select the option for "File and/or Serve in Multiple Cases" unless you only intend to e-serve in multiple cases. You cannot e-file into multiple cases in this court, you can only e-serve into multiple cases. For more information, see Section 12.2 below entitled "E-Filing & E-Service in Case Groups". File & ServeXpress™
12.2 E-Filing & E-Service in Case Groups
For instructions on how to e-file into the lead case in a case group, and e-serve into some/all of the cases in a case group, refer to the document entitled "Asbestos Cases - Procedure to E-File and E-Serve in Case Groups" which is posted on File & ServeXpress™ in the Resource Center. 12.3 Updating Service Lists
For instructions on how to update service lists, refer to the document below that applies to your firm. Both documents are posted on File & ServeXpress™ in the Resource Center. "Asbestos Cases - Updating Service Lists: Instructions for Plaintiff Firms" "Asbestos Cases - Updating Services Lists: Instructions for Defense Firms" 12.4 Amended General Order No. 158
Be sure to review the court's Amended General Order No. 158 for additional information regarding e-filing and e-service. This order is posted on the court's web site and on File & ServeXpress™ in the Resource Center. 13.0 Additional Information for Reglan, DePuy ASR & Gadolinium JCCP Cases
The information below applies to these cases: Reglan (JCCP 4631), DePuy ASR (JCCP 4649) and Gadolinium (JCCP 4546). 13.1 Where to E-File Documents
E-filed documents must be submitted into the "main case" for each JCCP, which are listed on File & Serve as follows: Reglan/Metoclopramide Cases Case Number: 004631 Case Name: Depuy ASR Hip System Cases Case Number: 004649 Case Name: Gadolinium Medical Cases Case Number: 004546 13.2 Where to E-Serve Documents

For the Reglan and DePuy ASR cases: E-served documents may be submitted into the main cases noted above or into a specific underlying (individual) case. The case names of underlying cases will File & ServeXpress™
begin with "FOR ESERVICE ONLY". You do not need to e-serve the same document into both a main case and an underlying case. If you e-file a document and then e-serve it into an underlying case, you should refer to the transaction ID of the e-filed document in the document "Title" field for the e-serve transaction. This will help to locate the e-served transaction if there is ever a dispute over service of an e-filed document. For the Gadolinium case, documents must be e-served into the main case referenced above. 13.3 "Research" Cases
Since the Reglan, DePuy ASR and Gadolinium JCCP cases were set up on File & ServeXpress™ for e-service only prior to the date e-filing began, each JCCP will also have a "research case" that consists of transactions which were e-served prior to the e-filing start date (10/15/12). These cases are listed on File & ServeXpress™ as follows: DO NOT USE FOR ESERVICE OR EFILING: In re: Reglan/Metoclopramide Master Case JCCP4631 (DOCUMENTS PRIOR TO 10/15/12) Case Number: Master Case CJC-10-004631 (FOR RESEARCH ONLY) DO NOT USE FOR ESERVICE OR EFILING: Depuy ASR Hip System Cases (JCCP4649) (DOCUMENTS PRIOR TO 10/15/12) Case Number: CJC-10-004649- Master Case (FOR RESEARCH ONLY) DO NOT USE FOR ESERVICE OR EFILING: Gadolinium Medical Cases (DOCUMENTS PRIOR TO 10/15/12) Case Number: JCCP 4546 (FOR RESEARCH ONLY) File & ServeXpress™
13.4 Service List Updates – Adding Parties & Attorneys
Main Cases (Reglan, DePuy ASR & Gadolinium) and Underlying Cases (DePuy ASR) To add a party or attorney to a case, use the "Case & Party Management" feature on the Home page of File & ServeXpress™, or use the "Add Party/Attorney" button while preparing an e-filing and/or e-service transaction. Underlying Cases (Reglan) If a firm is not on at least one underlying case, it must contact liaison counsel for permission to be added to a case. (Plaintiff firms must receive permission from plaintiff liaison counsel and defense firms must receive permission from defense liaison counsel.) Once a firm is added to a case, it may add additional parties or attorneys by using the "Case & Party Management" feature on the Home page of File & ServeXpress™, or by using the "Add Party/Attorney" button while preparing an e-filing and/or e-service transaction. 13.5 Service List Updates – Removing Parties & Attorneys
Main Cases (Reglan, DePuy ASR & Gadolinium) and Underlying Cases (DePuy ASR) To remove a party or attorney from a case, a firm may use the "Case & Party Management" feature on the Home page of File & ServeXpress™ as long as it complies with Local Rule 2.10 which states that entities "may only be removed by the party initiating the action against that entity, or by order of the court." Underlying Cases (Reglan) If a firm wants to completely remove itself from all underlying cases, it must contact liaison counsel for permission. (Plaintiff firms must receive permission from plaintiff liaison counsel and defense firms must receive permission from defense liaison counsel.) Otherwise, a firm may use the "Case & Party Management" feature on the Home page of File & ServeXpress™ as long as it complies with Local Rule 2.10 which states that entities "may only be removed by the party initiating the action against that entity, or by order of the court." 14.0 Additional Rules & Procedures
This Special Procedures document is intended to highlight some of the court's rules and procedures that apply to e-filing and e-service. You should also review the documents below to ensure you fully comply with all of the court's rules and procedures. These documents are posted on the court's website and on File & ServeXpress™ in the Resource Center. For asbestos cases, review Amended General Order No. 158. For complex litigation cases, review the court's Local Rule 2.10. File & ServeXpress™

15.0 Miscellaneous
15.1 Complaints, Summons & Writs
Initial complaints must still be filed and served traditionally in paper. In addition, the court will continue to issue summons and writs traditionally in paper. 15.2 Document Served In Open Court
During trial, documents presented to the court in writing for decision (such as motions and memoranda of points & authorities) may be served in open court traditionally in paper. To become part of the court record, the document and proof of service must be e-filed no later than the close of business on the next court day following the service in paper by hand in open court. The proof of service must reference the date the documents were originally served in open court. 15.3 Official E-Service Is Sent To Your Inbox on File & ServeXpress™
Your Inbox on File & ServeXpress™ is the only official location for receiving e-service of documents. You should not rely on the courtesy e-mails to be notified that documents have been e-served on you or your firm. It is recommended that you check your Inbox on File & ServeXpress™ at least once a day to ensure you do not miss any documents that have been e-served. 15.4 Missing Cases
If you cannot find your case on File & ServeXpress™, call Customer Support at (888) 529-7587. 15.5 Statutory Filing Fee Questions & Refunds
If you have questions about how the court calculated the statutory filing fees when your document was accepted, or you would like to request a refund of statutory filing fees, call the court's eFile Unit at (415) 551-3824. 16.0 Technical Issues
If you experience technical issues, call Customer Support for File & ServeXpress™ at (888) 529-7587 for assistance. If you miss an e-filing or e-service deadline due to a technical issue, refer to the court's "Procedures for Technical and/or System Error Regarding E-Filed & E-Served Documents" which posted on File & ServeXpress™ in the Resource Center. File & ServeXpress™

17.0 Customer Support
File & ServeXpress™: (888) 529-7587 San Francisco Superior Court's eFile Unit: (415) 551-3824 Note: When calling this number, please leave a message with your question, transaction number(s) and a toll-free phone number (or a phone number where the court can place a collect call). Please do not call other court numbers with questions regarding e-filing transactions.

Source: http://lexisnexis.com/documents/SF%20-%20Special%20Instructions_1-9-13.pdf