Bulk Upload Tempalte
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Overview of Required Fields
Required | System Field Name | Expected Format | Definition | Additional Information |
✅ Yes | firm_billing_number | Text input | Internal billing reference (Matter Number) | Billing number must match the PDF file name |
| case_number | Text input | Case number assigned by the court | If applicable. Leave blank if unavailable. |
✅ Yes | servee_name | Text input | Full name of the individual, registered agent, or business being served | Required for job submission |
| same_address_index | Text input | Include the billing number of the same-address job to link to | The primary address must match exactly for same-address jobs |
✅ Yes | documents_name | Text input | Name your PDF document | Please name your documents exactly as you want them to appear on the affidavit |
✅ Yes | court_state | State abbreviation | State where the documents originated | Please use a state abbreviation only (e.g., TX or CA) |
✅ Yes | plaintiffs | Text input | Plaintiffs as listed on your documents | For property management, list the HOA or management company |
✅ Yes | defendants | Text input | Full name, business name, or list of defendants | For property management, list the occupant(s) |
| court_name | Text input | Full name of the court | If applicable |
| court_date | Text input | Court date assigned by the court | If applicable |
| court_address | Text input | Full address of the court (street address, city, state, zip) | If applicable. If you opt instead to use the court_address_street, court_city, court_zip fields you will not need to fill in this field. |
| court_address_street | Text input | Street address of the court | Not required, but if used, this will concatenate into the court_address. The field will also |
| court_address_city | Text input | City of the court | Not required, but if used, this will concatenate into the court_address. |
| court_address_zip | Text input | Zip code of the court | Not required, but if used, this will concatenate into the court_address. |
| servee_is_entity | Numeric (0, 1) | Indicate if servee is an entity | 1 for YES, 0 for NO |
| servee_registered_agent_name | Text input | Name of registered agent | Required for entity serves |
✅ Yes | address_1_type | Text input | Options: HOME, BUSINESS, REGISTERED_AGENT, ENTITY, OTHER | Select one. Required for job submission |
| address_1_business_name | Text input | Business name if address is a business | Recommended to encourage service attempts during business hours |
✅ Yes | address_1_street | Text input | Street address for primary job address | Important: Exclude apartment, unit, etc. |
| address_1_suite | Text input | Apartment, Unit, etc., for primary job address | Important: Add unit details here for proper address verification |
✅ Yes | address_1_city | Text input | City name for primary job address |
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✅ Yes | address_1_state | Text input | State name or abbreviation for primary job address |
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✅ Yes | address_1_zip | Text input | Zip code for primary job address |
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| address_2_type | Text input | Options: HOME, BUSINESS, REGISTERED_AGENT, ENTITY, OTHER | Select one. Required for job submission |
| address_2_business_name | Text input | Business name if address is a business | Recommended to encourage service attempts during business hours |
| address_2_street | Text input | Business name if address is a business | Recommended to encourage service attempts during business hours |
| address_2_suite | Text input | Street address for secondary job address | Important: Exclude apartment, unit, etc. |
| address_2_city | Text input | Apartment, Unit, etc., for secondary job address | Important: Add unit details here for proper address verification |
| address_2_state | Text input | City name for secondary job address |
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| address_2_zip | Text input | State name or abbreviation for secondary job address |
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✅ Yes | serve_speed | Text input | Options: STANDARD, EXPEDITED, SAME_DAY, GARNISHMENT, 2 DAY POST, HYBRID | Required for job submission. See Pricing or contact Customer Experience at support@proofserve.com for questions. |
| authorize_skiptrace | Numeric (0, 1) | Enable skip trace for address verification |
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| subpoena | Numeric (0, 1) | Indicate if the serve includes a subpoena | 1 for YES, 0 for NO |
| protective_order | Numeric (0, 1) | Indicate if the serve includes a protective order or temporary restraining order | 1 for YES, 0 for NO |
| witness_fee | Numeric | Dollar amount for the witness fee check | Enter amount over 1 or type "Calculate it for me" |
| disclosure_fee | Numeric | Dollar amount for the disclosure fee check | Can only be added to GARNISHMENT job type only |
| force_certify | Numeric (0, 1) | Override state rules to issue a certified affidavit instead of notarized | 1 for YES, 0 for NO |
| court_type | Text input | Type of court where documents originated or must be filed | Recommended if e-filing or motion & order is required (e.g., Judicial, County, District) |
| court_county | Text input | County where the documents originated or must be filed | Recommended if e-filing or motion & order is required (e.g., El Paso County, Miami-Dade County) |
| court_number | Text input | Court number where documents originated or must be filed | Recommended if e-filing (e.g., Precinct 5 Place 1, At Law No. 3) |
| notes | Text input | Additional job details for the server (Servee age or best time to find the servee at home) | Do not use this field for job or affidavit requirements. |
| mail_trigger | Numeric (0, 1, 2, 3) | Engage Proof’s mailing feature | 0 = No mailing, 1 = Always mail, 2 = Mail if successful, 3 = Mail if unsuccessful |
| mail_tier | Text input | Add extra diligence to your serve by mailing your documents to the servee after the job is complete. | Enter “FIRST_CLASS” for first class mail and “CERTIFIED” for certified mail. |
| file_case | Numeric (0, 1, 2) | Indicate if the case should be filed. Please contact Proof Customer Experience or your Account Manager for setup if you have not e-filed with us before. | 0 = No, 1 = Yes, 2 = File an Amended Petition |
| file_affidavit | Numeric (0, 1, 2) | Indicate if the affidavit should be filed. Please contact Proof Customer Experience or your Account Manager for setup if you have not e-filed with us before. | 0 = No, 1 = Yes |
| special_req | Numeric (0, 1, 2) | This field allows you to override or manually set your special requirements. Enter the ID of each special requirement separated by a comma to set specific non-default requirements in this field. | 56, 246, 32 |
| pre_skip_1 | Numeric (0, 1, 2) | Use if you requested a pre-skip of the primary address in the spreadsheet | 1 if address_1 was preskipped, BLANK if not. |
| pre_skip_2 | Numeric (0, 1, 2) | Use if you requested a pre-skip of the secondary address in the spreadsheet | 1 if address_2 was preskipped, BLANK if not. |
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