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Document Center: Upload and Manage Documents

One location for all documents in your serve.

Scott avatar
Written by Scott
Updated over a week ago

Overview

The Document Center provides a centralized location for all serve-related documents, including serve documents, due diligence reports, identification documents, and more. Upload files directly to serves and control who can see them—no more email attachments or scattered files.

Why it matters: When serves require alternate or substitute service, courts need documentation showing due diligence efforts. The Document Center gives you instant access to investigation reports, property records, identification documents, and service paperwork.


How to Upload Documents

  1. Navigate to the serve and click the Documents tab

  2. Click Upload in either the “Documents to be served” container or the “Additional documents” container

  3. Select your file (PDF, PNG, or JPEG up to 50 MB)

  4. Choose the Document Type from the dropdown (optional)

  5. Add a custom document name (optional)

  6. Set visibility options (see below)

  7. Click Upload



Visibility Settings

  • Visible to Server: Toggle on/off to control whether the assigned server can view the document

  • All documents to be served will be visible to servers and this visibility cannot be changed

  • All documents (to be served and additional documents) will be visible to Proof and this visibility cannot be changed

Document Types

  • Police Report

  • Driver's License

  • Photo of Servee

  • Court Order

  • Other


Notifications

  • When a new document is uploaded, you will get an email


FAQ

What file types and sizes are supported?
PDF, PNG, and JPEG files up to 50MB.

What happens to documents when a serve is reassigned?
Visibility settings persist. Documents marked "Visible to Server" remain visible to the newly assigned server.

Can I preview documents?
Yes, all documents support preview functionality.


Need help? Contact support@proofserve.com or reach out to your ops specialist.

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