There's a new setting which allows you to share Misc Attachments with clients and servers that you collaborate with.
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.
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.
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.
We've added a handful of helpful email settings:
Select one or more jobs and choose Archive Jobs to close jobs that have been served, paid or otherwise completed. Archiving jobs will keep your job list current and useful for managing your business.
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.
To make a rush job, check Rush Priority while setting up a new job, or while editing an existing job.
Now you can save Service Instructions for states, courts, clients, rush jobs, etc.. Go to Account Settings to save multiple service instructions and set a default for new jobs too.
The Activity tab has been added to the Jobs menu. This new page displays current and past job activity, grouped by date and job number.
Visit the Activity page to see who's doing what, or which jobs might be ready for your attention. This feature is restricted to Owners and Admins.
Just below the Jobs search field is a link(Search Filters) that will open additional filters which work in combination with the text search.
These filters can be used to find jobs that may need your attention. For example, you could filter for jobs that have an affidavit, and no invoice, or a draft invoice; which might help determine which invoices are ready to be issued.