Stretto's document portal facilitates the process of requesting and submitting debtor documents for 341(a) meetings. Debtor attorneys working with Chapter 7 Trustees using Stretto's software share documents in a single, fully-secure web location and are kept up-to-date with the status of document submission. The platform eliminates file size limitations while offering the ability to communicate changes to 341(a) meeting times and locations to relevant parties. Attorneys rely on the platform's time and cost efficiencies.
Please follow the below steps to begin using the document portal
Attorneys:
- Please email the Trustee and request a unique Registration Key to get started.
- Visit the document portal
- Use the registration key provided by the trustee to create your account and establish a user name/password. For multiple Trustees, simply add additional registration keys to your account.
Trustees:
- Access the User Rights Page in your software. Click the "File" menu, select "Security" and then set the "Is Trustee" flag. Next, click on the "User Rights - page two" and select "document portal" from the list and choose "Save."
- Click the "Connect to document portal" link from the home page, create an account and establish a username/password.
- Activate the registration by selecting "Manage Professionals" tab in the document portal to send the registration key. The platform will automatically generate and send a unique registration key to each party.
Stretto owns and provides access to the company's document portal to facilitate case administration for Chapter 7 Trustees and debtor attorneys.
We understand the importance of protecting case files, documents and other sensitive information. Below is an overview of our security protocols.
Registration Process: Trustees, debtor attorneys and their staff are required to set-up unique usernames and secure passwords in order to gain access to the site. Usernames and passwords are not generated automatically and are not visible to Stretto team members.
Browser Support: The document portal is supported on Internet Explorer 7 and 8, Firefox, Chrome and Safari.
Security Measures: The information contained within the document portal uses the Secure Socket Layer ("SSL") protocol for transferring data. SSL encryption creates a secure environment for the information being transferred between your browser and the document portal. SSL protects data in three ways. Authentication ensures that your computer is communicating with the correct server. This prevents another computer from impersonating the document portal and accessing your information. Encryption scrambles transferred data prior to its transmission over the internet to prevent its breach during transmission. Data integrity verifies that the information sent to the document portal was not altered during the transfer, by detecting if data was added or deleted after the user uploaded or sent data. If any tampering has occurred, the connection is dropped to prevent further breach of security. The document portal also utilizes the CAPTCHA Code (Completely Automated Public Turing Test To Tell Computers and Humans Apart) to prevent computer automated "bots" from accessing secured data. CAPTCHA requires a test that only a human could solve.
User Authentication: The Trustee is the only person who manages user authentication. The Trustee has complete control to enable and disable users, including his/her own staff members and debtor attorneys.
Debtor Attorney Enabling: A Trustee has to authorize a debtor attorney by sending them a registration key through the document portal. The registration key is a unique 16-digit character code that is emailed to the debtor attorney. When the debtor attorney receives an email with start-up instructions he/she must use this registration key when signing up for the document portal. Should the registration key be forwarded to someone else by the debtor attorney, he/she will be able to create an account; however, they will be unable to see any information within the document portal until the debtor attorney who was originally allocated the registration key approves the new user. The debtor attorney also has rights to disable the user if required. Each debtor attorney will possess a unique user name/password. Debtor attorneys will only see cases that have been assigned to them individually. Cases assigned to other debtor attorneys will not be visible. Trustees can choose to deactivate or disable a debtor attorney from using the document portal at any time.
Multiple Trustees: Debtor attorneys receive a unique registration key from each Trustee in their district or area. Upon receiving the first registration key from the Trustee, the debtor attorney can sign-up with the document portal by setting up a unique username/password and using the registration key. Going forward, if the debtor attorney receives registration keys from other Trustees, they simply add the Trustees to their profile by entering the registration key. Their unique user name/password will remain the same after the initial sign-up and they do not have to register again.
Uploading/Storing Documents: Once a document has been uploaded by a debtor attorney, the document is sent from the Trustee's bankruptcy software into a document management system for storage on the Trustee's computer. The trustee can choose to securely delete this document from the software at any time. The documents are stored offsite in a secure data center with multi-level protection systems. After 25 days have passed since the initial 341(a) meeting the documents are securely deleted from the server. Once deleted, these documents cannot be recovered.
California
5 Peters Canyon Road, Suite 200
Irvine, CA 92606
800.634.7734
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7 Times Square, 16th Floor
New York, NY 10036
800.634.7734
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