Instead of typing serve details manually, you can now upload your documents and let Proof Autofill do the work for you.
It completes most of the job form automatically—saving you 10+ minutes per serve—while still giving you full control to review and edit before submitting. Below, we’ll walk you through how to create a serve using Autofill.
Please click below to access a demonstration walkthrough video. 🎥
Step 1: Upload Documents 📄
Step 1: Upload Documents 📄
To get started, page one:
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.
Step 2: Review Defendants 🔍
Step 2: Review Defendants 🔍
On page two, you may:
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.
Please Note: If there is more than one service going to the same address, click below for the steps for linking jobs.
Step 3: Servee and Court Details ℹ️
Step 3: Servee and Court Details ℹ️
On page three, you can:
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.
Click below to access the steps for selecting the "Servee Type."
Step 4: Serve Speed and Add-ons 🚗
Step 4: Serve Speed and Add-ons 🚗
When you get to page four, you will:
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.
* Please be advised that pricing and service speed options may vary depending on the location. To obtain a quote, click here.
Step 5: Specifications and Payment 💳
Step 5: Specifications and Payment 💳
On this final step, page five, you will:
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!
Adding Extra Job Details ➕
Adding Extra Job Details ➕
After the submission of the job, a pop-up box will appear, providing you with the option to:
"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.
If you are currently unable to provide additional details, you may select the option labeled "I'll Finish Later" and revisit the task through your account portal. However, if you "X" out of the box, you will be unable to retrieve it.
We are readily available to offer assistance and support regarding inquiries pertaining to job creation. Please do not hesitate to contact us at support@proofserve.com for additional aid; it would be our pleasure to assist you!
* To ensure that your documents are served correctly, we would like to direct you to your court clerk. They are the best authority on the proper procedures for submission. We truly care about your success and want to ensure everything is handled accurately. ✔️