SAVE & RETRIEVE HELP
OVERVIEW - Saving and Retrieving a PT-61 E-Filing
Since the inception of the PT-61 E-Filing project, we have received numerous requests for the ability of users
to save their PT-61 filings so that the filings can be retrieved later for editing. This feature is now available.
The purpose of this section is to provide an overview of the entire save and retrieve process and then provide further detailed
help on how to save your PT-61 filings and retrieve them later for editing.
The entire save and retrieve process can be broken down into 2 different steps. We list an overview of each step below. For
detailed instructions on any step use the links in the step overview.
Step 1 of the process is the Automatic saving of your PT-61 filings. Some important aspects of this
feature are explained below.
- PT-61 saving will only be available to paid subscribers. You will not be required to have an account to file a PT-61, you only need an account if you wish to save and retrieve your PT-61 filings. This is required for security reasons.
- PT-61 saving will be automatic. The only thing you need to do in order to save your filings is log in to our site. If you are logged in, after you complete the PT-61 filing record we will automatically store a reference to the PT-61 filing so you can retrieve it later. For security reasons, if you are not logged in you will not be able to retrieve that filing.
- For security reasons, you will not be able to save filings submitted from the public search terminals in the county clerks' offices.
- Saving your PT-61 E-Filings will allow you to retrieve them at a later time for editing or use them to create new E-Filings based upon them.
For detailed instructions on saving your filings, click here.
Step 2 of the process is Retrieving your PT-61 filings. Some important aspects of this
feature are explained below.
- Once you file a PT-61 filing at the courthouse, it will no longer be available for retrieval.
- Only you will have access to retrieve your filings. They will be tied to your logon information.
- Those filings submitted by a logged in paying subscriber after August 1, 2005, are available for retrieval. However, all un-filed PT-61's will be deleted after they have been in the system for one year and will not be available for retrieval.
- For security reasons, you will not be able to retrieve filings unless you are logged in. Also, you will only be able to retrieve those filings that you have personally submitted.
- Also for security reasons, you will not be able to retrieve filings from the public search terminals in the county clerks' offices.
For detailed instructions on retrieving your filings, click see Step 3 below.
Step 3 of the process is choosing whether you want to Create a New PT-61 based upon and existing but un-filed filing or to Edit a Pending PT-61. THIS IS A CRITICAL CHOICE!
The differences between these two choices are described below.
- When you first start the retrieval process you are presented with two options. Option one allows you to Create a New PT-61 based upon an existing filing. Option two allows you to Edit a Pending PT-61.
- Create a New PT-61 based on an existing but un-filed filing
- If you choose to Create a New PT-61, we will use the existing but un-filed PT-61 form as a template to create a new form with a new PT-61 number. This action does not change or delete the form used as the template.
- Using the create a new filing method allows you to easily create new filings with subtle differences in the filings. For example this might be useful if you have to file multiple PT-61 filings where the only difference might be the sub lot and block.
- Edit a Pending PT-61
- You can choose to Edit a Pending PT-61 to edit an existing but un-filed PT-61 to correct errors or add data. The original PT-61 number WILL BE DELETED and a NEW PT-61 NUMBER will be assigned. It is your responsibility to discard the old PT-61 after editing and file the new PT-61 document number at the courthouse! If you incorrectly selected the Edit Pending PT-61 option when you were trying to Create a New PT-61 form, your filing will be rejected and you may be required to re-file correct forms at the county!
- You may want to use this feature if you have submitted a PT-61 and discover that some of the information is incorrect. Editing the filing will allow you to correct the mistakes and render the original filing invalid.
For detailed instructions on using the Create New PT-61 feature, click here.
For detailed instructions on using the Edit Pending PT-61 feature, click here.
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