What are shortcut keys & how do they work?
	What are Wildcard Characters & how do they work?
	It is a new year, but I still have jobs to enter for the previous year. How do I continue with my job numbers from last year?
	I accidentally added a misspelled word to my spell check dictionary. How do I edit my spell check dictionary?
	I didn't know you had spell check, how do you use it?
	Is it possible to insert the State Statute Symbol (§) into a Type of Service?
	I have a non-process service job, is there a way to print an invoice without having to add a job in PST?
	I see an option that says "Create PDF", where are the PDF files created?
	How do I attach a file to a job in PST?
	How do I print my logo on my invoice?
	What are Frequently Used Comments & how do they work?
	How do I print labels from Process Server's Toolbox?

What are shortcut keys & how do they work?
A Shortcut Key is a single key or combination of keys used to save keystrokes or mouse operations. Listed below are some of the several shortcut keys in Process Server's Toolbox:

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What are Wildcard Characters & how do they work?
A Wildcard Character is a symbol used to substitute for any other character or characters used in a search. The Wildcard Character in Process Server's Toolbox is the Asterisk (*). Here is an example of when a wildcard character could be used when searching for a previously served company:

In this example, the previously served company is named "John Sample and Son's Construction". If you search for "John Sample and Son's Construction", the name will come up only if it was typed that exact way. If the name was typed as "John Sample & Son's Construction", you may have trouble finding the record. If you place a wildcard character where the "and" would be, then it will not matter if you used the word "and" or the ampersand symbol.

So you would type "John Sample*Son's Construction".

By placing a wildcard character in our search, we are telling the program that it doesn't matter what other character's may be there.

You could do the same if you wanted to find all records with the word "Construction" anywhere in the Firm Name field. If you type "*Construction*", Process Server's Toolbox will return all records that have the word "Construction" in the firm name field.

Another example would be if you were looking for all serves on a particular street. In this example, we'll use "Elm Street" (which could be typed as "Elm St.", or "Elm St", or "Elm Street"). If you type "*Elm St*", PST will return any records that have "Elm St" anywhere in the address. So if the address was 1234 Elm Street, or 12 Elm St., PST will find it.
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It is a new year, but I still have jobs to enter for the previous year. How do I continue with my job numbers from last year?
PST has a feature that we call "TimeTravel". To use this feature, you will need to have Process Server's Toolbox closed. Next, right-click on your Shortcut for Process Server's Toolbox & select "Properties". The "Target" field should currently say "C:\dbs\pst\pst.exe". To enable the "TimeTravel" feature, simply type the word "timetravel" at the end of the target (there should be a space after the .exe). Your target should now look like this: C:\dbs\pst\pst.exe timetravel

Once this is done, click "ok". If you change your system date to any date last year, the next job you enter in PST will continue with that years job numbers. To change your system date, double-click on the Clock (typically located in the bottom right corner of your computer's Task Bar). Remember to change your computer date back after you are done entering jobs.
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I accidentally added a misspelled word to my spell check dictionary. How do I edit my spell check dictionary?
Your PST Dictionary is saved in a file on your computer. It can be opened with any text editor program (like notepad, or Wordpad). To edit your spell check dictionary, open "My Computer". Double-click on your C:\ drive. Double-Click your "DBS" folder, then double-click your "PST" folder. Locate the file "mydict.dct". Right-Click on this file, select "Open With..". If you receive a prompt that says "Windows cannot open this file.." select the option that says "Select the program from a list" & click "Ok". Next, choose either "Notepad" or "Wordpad" & click "Ok". The spell check dictionary file should now be open with a list of words you have added to the dictionary. Simply delete the misspelled words & save your changes.
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I didn't know you had spell check, how do you use it?
Spell check can be used by hitting your F7 key.
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Is it possible to insert the State Statute Symbol (§) into a Type of Service?
Yes. To insert the State Statute symbol, hold down your "ALT" key & type 0167 (ALT+0167), then release the "ALT" key.
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I have a non-process service job, is there a way to print an invoice without having to add a job in PST?
Yes. A non-process service job can be billed by using a Manual Invoice. A manual invoice can be added by going to Accounting>Add Manual Invoice.
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I see an option that says "Create PDF", where are the PDF files created?
Your PDF files will be created in a "PDF" folder located with your data (NOTE: You can see the location of your data by going to Utilities>Special Function & typing "Show Path"). If your data is located in c:\dbs\pst, your PDF files will be created in c:\dbs\pst\pdf.

You can also change the folder a particular client's PDF files are created in. To do this, go to Setup>Clients>Add/Edit Client. Type the name of your client & click "Accept". Go to "Options" & type the name of the folder in the "PDF Directory" field. If you just type a name, PST will create the folder for you (inside the PDF folder). So if you type "XYZ Client Folder" in the "PDF Directory" field, any PDFs that you create for this client will be created in "c:\dbs\pst\pdf\XYZ Client Folder". You can also specify a different location by typing the full path in the "PDF Directory" field. For example, you could type "c:\MyPDFs\XYZ Client" in the "PDF Directory" field (if you do this, you will need to manually create those folders before using this feature).
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How do I attach a file to a job in PST?
Process Server's Toolbox will store several different files in the database for you. Currently these are the supported file types: PDF, DOC, JPG, XLS, XLW, & TXT. To attach a file to a job in PST, simply bring up the "Edit Existing Job" window & click the "Attachments" button. Choose "Add". Navigate to the folder that the file you want to attach is stored. Once you locate the file, double-click on it (NOTE: Currently the "Type of File" is defaulted to PDF. You can change this by clicking on the drop-down list, labeled "Files of type", located at the bottom of the browse window). Once you have selected the file to attach, you will be given the opportunity to type a "Description" & select a "Purpose" for the attachment. If "Viewable by Client" is checked, your client will be able to view the attachment online (if you use the Web Services Package). If you have "Viewable by Server" checked, the affidavit will be sent to the Server (if you are using the "PST to PST Transfer" feature of the Web Services Package). After filling in the "Description" & selecting a "Purpose", click "Accept" on the "Add New Attachment" window, then click "Accept" on the Attachments window. Then "Accept" out of the job to save all of your changes.
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How do I print my logo on my invoice?
First you will need to place the image file for your logo in an "Images" folder (which is located in the same place that your data is stored). The image file would need to be in one of the following formats: JPG, GIF, or BMP. Once your file is in the "Images" folder, Open Process Server's Toolbox & go to "Setup>Invoices>Logo". Type the full file name for your logo (including the extension, for example: mylogo.jpg). Choose whether you want the logo to print in the "Top Left" or "Top Right" of the invoice, then click "Accept". NOTE: PST will not do any formatting to your image. If the image is large, it will print large on the invoice. If you have a square / circular logo, the recommended dimensions are 160x160 pixels. For a rectangular logo the recommended dimensions are no wider than 240 pixels & no higher than 160 pixels.
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What are Frequently Used Comments & how do they work?
Frequently Used Comments are pre-entered comments that you can select when adding a new comment to a job. You can edit your Frequently Used Comments list from any comments window in any job. From the "Edit Existing Job Window", select "Comments". Click "Add New" (or "Add New/No Date"). To the right of the "Comment Text" box you will see a drop-down button. Click the button to bring up your list of Frequently Used Comments. From this list you can "Accept" one of your pre-entered comments, or you can add/edit the comments that are already on the list (if you want to add multiple comments, use the "Accept/More" button).
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How do I print labels from Process Server's Toolbox?
To print labels from Process Server's Toolbox, go to "Utilities>Client Labels" & click "Continue". We recommend that you select "Print Test page" on a white piece of paper to see if the labels line up properly. If the labels do not line up properly, you will need to adjust the "Top Margin, "Left Margin", etc. You will also need to write down your current settings as these do not save. PST supports 1" x 2 5/8" Three-Across, or 1" x 4" Two-Across Labels (Avery 5160/5161).
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