New Features

Fee Option on National Affidavit

There is an added option on the national affidavit to include a service fee. It is located above the signature block.

Setting: Limited Users Can Email Clients

Now you can allow limited users to email clients and share notes, attempts and affidavits by enabling the setting per user.

Hotkeys

Now you can quickly navigate using your keyboard to type hotkeys. Most are easy to find. If you see a button that contains an underlined letter, just type that letter instead of clicking the button with your mouse.

Billing Statements by Court Case

Now you can generate billing statements for outstanding invoices based on which court case they are associated with.

New Date & Time Fields

We've replaced the calendar style date-picker with fields that are more data entry friendly. We added some handy shortcuts too.

Subscribers Can Edit Shared Jobs

Now paying subscribers can fully edit any shared job, even if they didn't create it; allowing more flexibility for you and your clients or contractors who use ServeManager.

Invite a Contract Process Server

You can invite third-party process servers to a free account with limited features, and collaborate on jobs. This allows you to setup contract process servers as companies instead of employees.

Share Misc Attachments

There's a new setting which allows you to share Misc Attachments with clients and servers that you collaborate with.

Save a Default Court Location

Set a default court location for new jobs. Choose the court location you most often serve papers for, and save some time and data entry.

Client Info on Fieldsheet

A new setting has been added to optionally display the client name and phone number on fieldsheets in case you want your process servers to contact your clients directly.

Edit Court Cases on Jobs

Now you can edit court cases while editing a job. If the case is associated with more than one job, you will be warned that multiple jobs are going to be updated.

New Email Settings

We've added a handful of email settings to help you customize your workflow and speed-up repetitive tasks.

Archive(Close) Multiple Jobs

Select one or more jobs and choose Archive Jobs to close jobs that have been served, paid or otherwise completed.

Rush Priority

This new feature calls attention to high priority, rush jobs regardless of the due date. These jobs will appear at the top of the Open jobs list, and a "Rush" watermark appears on the fieldsheet.

Save Multiple Service Instructions

Now you can save Service Instructions for states, courts, clients, rush jobs, etc..


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