Case files and documents

Download a case’s public documents or full case files with a digital certificate, and follow the download progress.

Gather the case documents in Notfy: public filings, or the full case files (public and restricted) using the lawyer’s digital certificate.

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When to use

• To keep the case filings stored with the customer.
• To consult restricted case files without logging in to the court’s website.

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Before you start

• A registered case. See Add a case.
• For full case files: a registered e-CPF or e-CNPJ digital certificate (.pfx or .p12).
• Query balance, when the chosen option has a cost. The window itself shows the cost of each option before you confirm.

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Register the digital certificate

The administrator chooses how the certificate is used, in the Notfy Processos integration, Digital Certificate (Full Case Files) section, Certificate Mode field:

Mode	How it works
Per user (each lawyer uses their own, default)	Each lawyer registers their own certificate.
General (one certificate for the whole account)	A single certificate serves the whole team. Upload the Certificate File (.pfx or .p12) in the integration.

In per-user mode, the certificate is under Users, in the person’s record, Legal Processes tab, Personal Digital Certificate (.pfx or .p12) field. The tab shows Certificate registered when one already exists.

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Download the documents

1. Open the action

   On the case, under Actions, click Download Files.

2. Choose what to download

   Under What to download?, select:

   • Full Case Files (public and restricted): requires a registered digital certificate.
   • Public Documents Only: downloads what is already available, without a certificate and at no cost.
3. Update from the court (optional)

   For public documents, the Fetch the latest version from the court switch requests a new search. It has a cost and may take hours. When off, you download what already exists, instantly.

4. Confirm

   Click Confirm. The screen shows Request sent or Downloading the documents.

5. Wait for the notification

   Processing happens in the background. When it finishes, the notification The case’s full files are ready arrives.

If no public document is available, the screen shows No public document in the database and nothing is charged. To fetch from the court, use Update at Court. New documents are added to the ones you have already downloaded. If you had already downloaded a version, the window shows the date and warns that downloading again generates a new charge.

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View the documents

Use View Documents to open the list of Case Documents already downloaded. While the download is in progress, the button shows Downloading Documents….

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Frequently asked questions

Full case files do not appear as an option.

The digital certificate is not registered. Register it according to the mode set in the integration.

The download is slow.

Existing documents download in a few minutes. The search at the court can take from minutes to hours. You are notified when it finishes.

The download gives an error.

The notification reports the problem. Check the certificate and the balance and try again.

Add a case

Register the case.

Users and permissions

Register the lawyers.