Instructions for Upgrading to PACER NextGen
As you may already be aware, courts are beginning to transition to the NextGen version of PACER. As each court gets ready for their transition, they will post the timelines on their CM/ECF site. You must update your PACER login credentials in order to continue being able to view and download documents, and file electronically with your court through the BMS Software. In addition, your new PACER credentials need to be provided to BMS so that our back-end systems can pull all case information into our software for you.
When you upgrade your PACER credentials to NextGen, your lookup (PACER) and filing (CM/ECF) accounts will be linked. You will use this one upgraded account in the future for all activities with your court.
Depending on the BMS software platform you use, up to six steps may be required in order to complete the NextGen update. Completing this process in a timely manner will allow BMS to continue to retrieve documents and cases as well as permit you to file with your court through our software:
Step 1: Upgrade Your PACER Account to NextGen Credentials
Step 2: Link Your Current CM/ECF (Filing) Account with your PACER NextGen Account at Your Court
Step 3: CaseLink Office USERS ONLY – CaseLink Web and CaseLink Office users should skip this step: Upgrade your
CaseLink software to a new version specifically designed to work with PACER NextGen courts
Step 4: Update the BMS Software with your PACER NextGen Credentials
Step 5: Inform the BMS Support Center about your new PACER NextGen Credentials by Email
Step 6: CaseLink Office USERS ONLY – CaseLink Web and CaseLink Office users should skip this step: Upgrade your
Internet Explorer web browser to version 10 or higher.
*Complete this step 1 or 2 days before your court goes live.
Before your court goes live, follow the instructions provided by your court to complete this step.
Typically, you will be redirected to the PACER.gov website.
Note: You may experience a delay of up to 2 business days for your court to provide approval to PACER to proceed with your account upgrade.
BMS | BMSAdvantage.com
1

Instructions for Upgrading to PACER NextGen
*Complete this step on the date your court goes live with NextGen.
Note: Step 1 must be completed before continuing.
1.
On the date that your court goes live with NextGen, log in to your court’s CM/ECF website with the credentials you were provided in Step 1. Then, follow your court’s instructions to link your current CM/ECF (Filing) Account with your upgraded PACER NextGen Account.
2.
After you have done this, you will exclusively use your upgraded NextGen PACER account credentials to file and/or view documents, docket text, and other case information on both
PACER and your court’s website.
Should you have questions about either step 1 or 2, the PACER website provides detailed tutorials on the process to upgrade your credentials for NextGen.
*Complete this step on the date your court goes live with NextGen.
Note: Step 3 is only for users of our desktop installed software – CaseLink Office
1.
CaseLink Office users will be prompted to upgrade their software after logging into their software on the day of their court’s NextGen PACER upgrade. While your CaseLink Office software will continue to work with all non-court functions, you must upgrade your software to this new version as it is specifically designed to work with your court’s PACER NextGen CM/ECF system.
2.
Before you upgrade: Please make sure to sync any LITE exports.
3.
Remember to upgrade all systems in your office to the new software version – including any laptops used for 341(a) meetings and systems used by remote staff members.
BMS | BMSAdvantage.com
2

Instructions for Upgrading to PACER NextGen
Note: You will not be able to retrieve documents or electronically file through the BMS software until this complete this next step. Step 2 (and possibly Step 3) must be completed before continuing.
1.
In CaseLink Office/Online and TrustWorks , go to “Tables > Setup Tables > ECF Logins” from the menu at the top of the screen.
2.
On the “List” tab, select the row containing the user for which the PACER login is to be updated.
Then click the “Details” tab.
3.
In the “Details” tab, enter the login name and password for your upgraded account. Then click
“Save.”
Repeat the steps above for each user that has upgraded their account.
Note: You must enter your new PACER NextGen credentials for both the Filing and Lookup rows for each user listed in the ECF Logins table.
BMS | BMSAdvantage.com
3

Instructions for Upgrading to PACER NextGen
1.
Navigate to “Profile,” then click “PACER login.”
2.
Click the “Edit” icon in the right column to update both the filing and non-filing account credentials to the upgraded PACER NextGen account credentials for each user listed on this screen.
Note: You must enter your new PACER NextGen credentials for both the Filing and Lookup rows for each user listed in the ECF Logins table.
If you need any assistance with updating your PACER credentials in the BMS software, please contact a BMS Software Support team member or your BMS Account Manager.
In order for BMS to properly retrieve cases and other documents into your CaseLink or TrustWorks case administration software, we need you to supply us with your new PACER NextGen login credentials.
Send an email to the BMS Support Center by clicking the following link: support@bmsadvantage.com
(with the subject line “New PACER NextGen Credentials”
In this email, please include the following information:
1.
Trustee Name
2.
City, State
3.
Court Name
4.
PACER NextGen Username
5.
PACER NextGen Password
Note: If you do not send your updated PACER NextGen Credentials to the BMS Support Center via email, we will not be able to retrieve any court documents or case information on your behalf until you do so.
BMS | BMSAdvantage.com
4

Instructions for Upgrading to PACER NextGen
*Complete this step on the date your court goes live with NextGen.
Note: Step 6 is only for users of our desktop installed software – CaseLink Office
1.
CaseLink Office users should upgrade their Internet Explorer web browser to version 10 or higher . After the PACER NextGen upgrade, your court’s CM/ECF site will support the latest version of Internet Explorer web browser (version 10 or higher). For an optimal experience with your court’s CM/ECF site, please upgrade your web browser accordingly.
BMS | BMSAdvantage.com
5