Set a Default Server on New Jobs

When creating a new job, you can choose to have a default employee assigned as the process server.

Go to My Account -> Settings -> Jobs -> Default Server for New Jobs.

Click Same as Job Creator and the system will automatically set the job creator as the process server when creating a new job.

Click Default Employee if you want your default employee to be set as the process server when creating a new job.

You can set a default employee by going to My Account -> Employees.

Click the process server and then press Edit.

Check the box next to Set as default server on new jobs.

Press Save.

If a job is shared with you by a collaborator, the default server will automatically be assigned to the job.

Share This Article