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Customizing Document Names

Label the documents as you would like them to appear on the affidavit.

Written by Lisha

After submitting the job, you will be presented with a pop-up box where you can label your documents as you would like them to appear on the affidavit.


Just click "Customize Document Names Listed on the Affidavit." Upon proceeding, you will be directed to a screen where you may input the desired document labels.

Once you have added the desired labels, click on "Save." You will then be directed back to the pop-up box.

* Please note that how these documents are named in this field is how they will appear on the Affidavit of Service.


If you are currently unable to provide additional details, you may select the option labeled "I'll Finish Later" and revisit the serve through your account portal.


While you will be unable to re-enter this screen later, if you need to change any document names on the active serve, you can do so through the Document Center.

The Document Center is a tab located near the top of the active serve. Please access the appropriate serve first from the Serves table. The active serve will default to the Overview tab.


All of the documents already submitted for service will appear here. If a name needs to be changed, please use the pencil icon to edit the name. If you need to download or delete any files, please click the three dots next to the pencil icon and select the appropriate action.


For additional features of the Document Center, such as uploading new documents that may need to replace, or add to the serve, please refer to this article:


We are available to help and answer your questions about job creation. Please do not hesitate to contact us at support@proofserve.com for additional aid; it would be our pleasure to assist you!

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