Create a Process Work Order: General & Parties

Create a Process Work Order: General & Parties

Summary: Enter customer, matter, priority, and party details before addresses and documents.

Quick answer

Select customer/attorneys quickly by code or use **Update** with wildcards; set priority and bill‑to as needed.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Open **New Work Order** (Process). For **Customer**, select from the list and type the customer number to auto‑fill; use **Update** and **%** wildcards if unsure.
    media/process-order-general-01.png

    [Insert screenshot for Step 1]

  2. Select **Bill To** if billing differs. Choose **Attorney** (multiple supported) and **Server** (optional; final status server flows to proof).
    media/process-order-general-02.png

    [Insert screenshot for Step 2]

  3. On **Statutory Service**, enter agent for service and relationship (for entity serves).
    media/process-order-general-03.png

    [Insert screenshot for Step 3]

Confirm it worked

Customer, bill‑to, attorneys, and optional server appear on the header; statutory details are saved.

Troubleshooting

If you cannot locate a customer, right‑click **Edit** from search to verify; create a new record if missing.

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