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Caseline Software Instructions

Coalspur Mines (Operations) Ltd. - Caseline Software Instructions


The Monitor, following consultation with the Debtor, is proposing that CaseLines be used to serve and manage all documents in CCAA Queen's Bench Action No. 2101-05019 (the "Action") going forward. CaseLines is a functional case management software that acts as a repository for Court documents in the Action and allows for read time viewing of documents online.

This would require that all parties upload their documents directly to CaseLines (instructions are included below). We will be requesting an order from Madame Justice Romaine on June 16 at 2:00 pm, which will deem all documents uploaded to CaseLines as served on all parties on the Service List. Please note that the Monitor will also be maintaining its website over the course of the Action to allow for public access to filed documents.

The following is intended to provide an overview of signing up for Caselines and utilizing the software to upload/download and view documents in the Action. More information is available through the help functions in Caselines, including:

- FAQ's

- Contacting tech support with Caselines at

Additionally, two "cheat sheets" regarding registering/finding a case and downloading/uploading documents have been provided below to assist with Caselines related items.

This summary will outline the following:
1. Signing up for CaseLines Account;
2. Accessing the Action case file;
3. Viewing and Downloading Documents;
4. Uploading Documents; and
5. Notification of New Documents.

Please note that the cost to the Monitor for uploading documents is approximately $0.50 per page and therefore please only upload documents that would otherwise be served on the service list and please only upload one version of each document. For clarity, parties uploading documents will not be charged the fee, but the Monitor will be responsible for payment of all uploading costs. All internal formatting and organization of documents will be handled exclusively by the Monitor, FTI Consulting Canada Inc., and its counsel Blake, Cassels & Graydon LLP to ensure consistency. Should you encounter any issues that cannot be resolved with Caselines technical support, or through a further review of this summary and the cheat sheets, please contact Brandi Swift of FTI Consulting Canada Inc. ( and Marica Ceko of Blake, Cassels & Graydon LLP (

1. Signing up to Caselines
a) Access E-mail - Each party on the service list will receive an e-mail from which will contain a link to sign up for CaseLines. Please ensure your e-mail is set up to receive e-mails from this address, as it may appear in your junk mail or quarantine system.
b) Account Creation - The access e-mail will contain a link to sign up for a CaseLines account connected to your service list e-mail address. Press this link, which will open a webpage to create your account. At this step, you will be asked for specific information including your job title (lawyer, assistant, paralegal, etc.), your name, phone number and access name. Please include all relevant information and click the box to ensure your e-mail address appears in the case information to confirm you are signed up.
c) Verification E-mail – Upon completion of your account creation, you will receive a verification e-mail at your listed email address. Please click to verify your account immediately, as the verification e-mail will expire in 2 days following creation.

2. System Access
a) Home Screen - Once you have verified your account, you will be taken to the Home Screen for system access, which will appear as follows:
b) View Case List - From this home screen you will have access to seven different icons across the top of the page. To view the case created for this Action, click "View Case List"
c) Access Case - You will then be moved to a screen showing different cases you have access to. In this instance, it should list "IN THE MATTER OF COALSPUR MINES (OPERATIONS) LTD.". From here you can either click "Review Evidence" or "Update Case". Utilizing these two windows is discussed below.

3. Reviewing and Downloading Documents
a) Review - Documents can be reviewed by clicking on the "Review Evidence Tab". This will create a new window that allows you to view documents in real time. Documents are listed by folder along the left side of the screen under headings analogous to those contained in the Monitor's website.
b) Download - There are two main methods for downloading a specific document to your hard drive:
1) From the Review Screen, documents can be downloaded by clicking on the "download" icon at the top of the screen while accessing a document.
2) From the Update Case Screen, documents can be downloaded by selecting the "Index" bubble and then by clicking on "PDF" for the relevant document.

4. Upload - All documents are to be uploaded by parties to the Action into the folder entitled "Uploads". FTI/Blakes will relocate the documents to the proper folder to ensure all files are consistently labelled and located.
a) Link - Please click the following link to upload your documents. You will be taken the upload screen directly Caselines Canada
b) Manually - Click on the "Sections" income from the Homepage. It will list the relevant sections, including "Upload Folder". Click on the "Upload Documents" button to upload them into the "Upload Folder".
i) Upload Screen - You will be taken to the upload screen, where you can drag and drop pdfs to be uploaded from your hard drive into the screen stating "drag files here". After dragging all files to be uploaded, click "Start Upload" and the uploading will be completed automatically. It will confirm when documents are uploaded.

5. Notification of New Documents
Once the case is fully up and running, upon files being located into their proper folder, a notification will be sent via e-mail to your listed e-mail address indicating that a new file is uploaded. The bell icon in the top right corner of the home screen provides a running summary of newly uploaded documents.

 Caseline - Register Login & Find a Case
 Caseline - Download and Upload Documents

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