If you share jobs with Clients and Servers, now they can view Service Attempts in ServeManager. Both new and previously saved attempts can be shared.
To delete an invoice, open and edit the invoice, then choose Delete at the top right. After an invoice has been deleted a new invoice can be added to the job if needed.
Attorney info is now populated on California affidavits, based on the Client company and Contact for a job.
The Discount has been removed from invoices, which allows you more flexibility and clarity for your customers.
For companies who share jobs in ServeManager, you can make job notes Visible to the Client and/or Server by selecting who can see the note.
At the bottom of each job you'll see a new link, Duplicate this Job, which opens a new job pre-filled with the data and attachments of the original job. At this point, you can make updates to the new job before saving it.
Now you can choose an Unsuccessful Attempt option for Service Type, when logging a New Attempt.
We've been working hard to improve our framework for editing and printing documents such as affidavits, field sheets, invoices and statements.
When you invite a law firm to Share Jobs in ServeManager, they can choose a free subscription on the registration page.
Immediately sign affidavits with a Digital Signature, at work or in the field. Email a signed affidavit to your client within minutes of serving the papers.
Save time by selecting a default template for new affidavits, under My Account > Settings.
A watermark has been added to Draft and Paid invoices, so you can quickly see the status.
Now you can edit the display name for each Misc Attachment, in case the filename is too long or nondescript.
Invoice filters are now consistent on both the Receivables tab and the Invoices tab for companies. The sorting for each filter has been updated as well to make it easier to view and find invoices.
The Process Server name has been added on the mobile site, so Owners and Admins can see who is responsible for each job.
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