Process Server's Toolbox provides the user with the standard Types of Service used in the industry, however you may need to adjust or add to this list for your area.

1. Go to Setup>Affidavits>Type of Service and select Add New. This provides you with a blank screen so you can add your new Type of Service.
2. All Types of Service need a title so you can pick them off the list while editing a job. The "Title" is the top text box on the window named "Type of Service". Make it meaningful! For our example, I'll call it "Law EO-Orange County".
3. Now TAB down to the next text box. Every Type of Service has to have the first two text boxes filled in. PST inserts the Type of Writ for the paper in between text box one and text box two. Since PST puts the Type of Writ in between what ever you type in the 1st and 2nd text box, you have to lead in and out of them with the appropriate verbiage. A good line for the 1st text box might be "Served the" which would lead nicely to the Type of Writ. The 2nd text box must continue the sentence. Perhaps the 2nd text box should read: "to the Orange County Sheriff's Liaison who identified him/herself as". Notice how I left the sentence hanging in midair. If I want to make the user fill in a blank (in this case the recipient's name) on a certain Type of Service I have to down to the next text box at the appropriate spot. In the 3rd text box I can continue my sentence with "and stated that they were authorized to accept for the officer."
4. If the Type of Writ for a given paper was a "Witness Subpoena" and the recipient's name was Angela Appleby, then our final paragraph would read (on paper after PST assembled it): "Served the Witness Subpoena to the Orange County Sheriff's Liaison who identified him/herself as Angela Appleby and stated they were authorized to accept for the officer". Of course, you can add to this Type of Service setup to make it more detailed. (note: to edit a Type of Service that is already setup, go to Setup>Affidavits>Type of Service and left click once on the Type of Service you need to change and click accept. This will bring you into the Edit Type of Service screen where you can make your changes and click accept again to save any changes.