Process Server's Toolbox - Type of Service Editor - Overview

In the field labeled "Type of Service", is the Title / Name of this Type of Service. This will appear in the drop-down list when you select your type of service for each job.
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The "Details of Service, Template" is where you will edit or add any text that you need in your type of service.
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The "Fields" section is used to select which field(s) from the Job you wish to insert into the Template for this type of service. When you select a "Field", the "Description" will let you know what data will be inserted. Then click "Insert" to insert the selected Field into the Template.
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The "Service Status" indicates whether this Type of Service is considered "Served", "Not Served", "Not Applicable", or "In Progress".

California & New Jersey have court mandated forms that are required to be used when serving process for these states. PST will print those mandatory forms, but you need to set up the "New Jersey Equivalent" & "California Equivalent" for these forms to be populated correctly. Use the drop-down list to set which equivalent is similar to this type of service.

The "Comments Required" checkbox, if checked, will require comments to be entered for this type of service before a job will be considered complete. Note: You do not need to check “comments required” to have your comments print on the forms.

The "Active" checkbox can be used to make a Type of Service "Active" or "Not Active". If a Type of Service is not active, it will not be available for selection when closing a job.

Next we will demonstrate how we setup a Type of Service.

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