Creating Serves on the Proof Platform

Click on the button labeled "New Serve". This will direct you to the page where you can easily upload your documents.

You have two options for uploading your documents: you can simply click to upload them or easily drag and drop them. Just a friendly reminder: If you choose to drag the documents, please make sure to give them enough time to upload fully before adding the next one. This will ensure a smooth and successful upload process.

After the documents have been uploaded, click on the "Next" button. The platform will then commence analyzing the documents to automatically populate all necessary information. This process may vary in duration, depending on the quantity and size of the documents involved.

Review the populated servee name.

If the system fails to populate a name, you may manually add the servee's name by clicking "Add Servee."

A pop-up box will be displayed, providing a designated field for the input of the servee's name.

Choose the "Servee Type," indicating whether it's an individual or a business entity.

Enter the full name of the individual or business entity to be served. If the selection for business has been made, you will have the opportunity to designate a Registered Agent who will act as the authorized recipient of legal documents on behalf of the business and will be the individual we will serve.

Begin typing the address, and it will populate automatically. You can also click "Set Address Manually" to enter the address details for service.

Choose the documents that are to be served.

Choose the designated court state or, if applicable, provide a court date.

Select the appropriate service speed in which you would like the documents to be served.

Select an optional "Add-On" feature. You can display these by clicking on the "Add-Ons" dropdown.

Enter your payment details. Payment can be made using a debit card or through ACH.

Enter an "Invoice Reference Number" (AKA client billing number).

Apply any "Job Specifications," which are custom preferences.

Or provide any optional "Additional Notes" for the assigned specialist and process server.

Once all required information has been entered and all steps have been correctly completed, the job can be submitted on this final page!

"Share job updates with your team" by adding another user to the job so that they may also receive job updates and notifications.

"Add Photos or a Description of your servee(s)." Here, you can include a photograph and a physical depiction of the servee. The images must be in JPG or PNG format.

"Customize Document Names on the Affidavit." The labeling of the documents will determine their appearance on the affidavit. Here, you can modify the labeling to ensure their listing is accurate.