Category: Process Servers

Log a Service Attempt

Log a service attempt from your desktop or mobile device.

Use An Electronic Signature

Enable the electronic signature account setting, so employees can save and apply their own signatures.

Add A Note To Multiple Jobs

Learn how to use our mass note feature.

Contractors Can’t Upload Miscellaneous Attachments

Guide for contractors/employee servers on adding misc. attachments to jobs.

Save An Attempt To Multiple Jobs

Learn how to use our mass attempt feature to save an attempt for multiple jobs at once.

Job Sorting Options

These new sorting options will help you format and arrange your jobs based on your preferred method. To start sorting, go to your Jobs Index. In the right corner above the list, you will see a new box for Sorting Options. Select the Sorting option you would prefer. Clicking the option twice will reverse the sorting order […]

ServeManager Glossary

Terms you will see around ServeManager and what they mean

Job Filters

Use filters to locate/isolate/group together jobs in your account based on various criteria

Create an Affidavit

Steps on how to create an Affidavit in a Job.

Adding a Company Contact

Company contacts allow you to email updates to an individual that is not a member of your company. So if you would like to send someone that is not your employee an update about a note, attempt or affidavit, you can add them as a contact. To Add a contact, select companies from the left […]

Collaboration Visibility

Modify visibility options for job updates.