New Features

There is now an option to view your company's overview. On the left menu if you click Overview, ServeManager will display a page with your company's general business stats. Only Owners and Admins can view this overview. In addition, only Owners can view the invoicing information.

This dashboard will allow you to view stats on your company's productivity from a single easy to read page. Information for today's stats are the largest on the left of each section, with historical data located on the right. This screen can be refreshed every 10 minutes to give you updated data on your company.

We've added the option of using merge tags in custom declarations for the Nationwide and WA affidavits.

To create a custom declaration, first click My Account in the top right. Then look for the Settings tab. From here, click on the Manage button in the Declarations section under Affidavits.

You can enter {{process_server_name}} to input the assigned server's name in the declaration, or {{process_server_license}} to enter their license number.

At this time these are the only tags available, but we will be looking to add more down the road.

We recently added an option to export your data from various pages into a CSV file. One useful action, especially being the holiday season, is using this data for mass emailing of your client or contract companies. Please refer to the Export page above for instructions on how to create the CSV file. Once you have this file, please open it within your spreadsheet program of choice. Some good examples are Excel, OpenOffice, or Google Spreadsheets.

Depending on if you'd like to email your Law Firm, Attorney or Contractor contacts you can sort the Company Type column to view only the desired type.

Look for the Primary Contact Email column and highlight all of the email addresses you wish to email in the column. This can be done by left clicking the first email, scrolling to last desired email, holding the Shift key and then left clicking the final email. At this point, copy these emails to your clipboard by right clicking and choosing copy or pressing control/command C.

Login to your email account and compose a new message. We would recommend you use the BCC field and not the normal To field as this will prevent your recipients from seeing all of the other email addresses the message was sent to. Paste the email addresses into the BC filed by right clicking it and choosing paste, or by pressing control/command V. Most email programs and websites should recognize you are pasting a set of email addresses and will separate them for you.

At this point you can compose the message you'd like to send to the entered list. This could be a general update on your business, something you'd like to inform all of your contractors on, or even a holiday message from your company to theirs.

Whenever you see Export Spreadsheet at the top right of a table, you can export the current rows below it, including filters and search terms.

The data is saved under the Exports tab as a CSV file which can be opened by any spreadsheet software (Excel, OpenOffice or Google Docs), or imported into software such as QuickBooks.

Reasons to export data:

• Analyze the data in Excel (e.g. reporting)
• Provide clients with data and reports
• Useful for payroll
• Import into programs like QuickBooks
• Format and print

We've changed the way document titles are saved. Previously each title entered was saved, and autocompleted on future entries, but there was no way to edit or remove titles.

Now you can manage document titles under My Account > Settings. Going forward document titles will not be automatically saved. Instead they will appear under Recent Document Titles, and you can choose which ones to save.

Additionally you can add new titles, edit current ones, and delete titles as well. Just go to My Account > Settings and click on Manage next to Document Titles.

We have separated the Texas affidavits and they are selectable from the affidavit dropdown menu.

In addition we have added the new perjury statement as an option for these forms. You can select either the old notary option or the perjury statement when generating your affidavits.

There's a Job Status now in addition to the Service Status.

The new Job Status allows you to place jobs On Hold, for example, while maintaining the history of the service status. You can customize the job status options and save up to ten under My Account > Settings.

The Job Status can be changed when creating or editing a job, and it can be changed for one or more jobs at once by selecting jobs and choosing Update Job Status from the options drop-down.

The service status is specific to the life-cycle of the serve, and it's still automatically updated when you log service attempts.

The number of service attempts is displayed in jobs list, so you can see which jobs need attention and which have been thoroughly worked on.

If most or all of your jobs are for the same client, then you can save time by setting them as the default client for new jobs.

There are three options for setting a default process server for new jobs:

• If you enter a lot of jobs for many different servers, then you may want to select — Blank — as the default, so you can choose the server for each job, or assign the server at a later date.
• If you typically enter jobs for yourself, then you can choose Same as Job Creator as the default server. Whoever enters the new job will be set as the server for that job. This is the default option for new accounts.
• If there’s one server that you enter most or all jobs for, then you can select Default Employee as the default server. You must also edit that employee, and check the box that says Set as default server on new jobs.

To select a default process server, go to My Account > Settings.