Category: Review

Collaborate with clients

Learn how to invite your clients into ServeManager to view job updates in real time.

Collaborate with contract process servers

  Collaboration invitations are sent from the Companies menu. Select the process serving company you’d like to invite (note: make sure the contractor is assigned to at least one job). Click the Invite & Collaborate button. ServeManager will ask if you want to invite the company as either a law firm or as a process server (read more about […]

Contractors Can’t Upload Miscellaneous Attachments

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

Collaborators can’t see miscellaneous attachments

Collaborators unable to view miscellaneous attachments? Learn how to fix this problem.