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.

  • X

    • Related Articles

    • Quick Order Entry (Process, Court, Messenger)

      Summary: Create fast orders for process, court, or messenger; optionally dispatch on close. Quick answer Use Quick Order to capture essentials by job type; enable the **Dispatch** checkbox to send the job to a server when you close. What you need ...

    • Create a Process Work Order: Addresses & Servers

      Summary: Add home/business addresses, assign servers per address, and use mapping/history tools. Quick answer Enter each address; assign a server per address if needed; use mapping and address history to improve accuracy. What you need WinServe+ ...

    • Create a Messenger Work Order

      Summary: Set up pickup/delivery legs (pairs) with optional multiple drivers and prebill items. Quick answer Add one or more pickup/delivery pairs; assign a driver per leg; add prebill items for extras. What you need WinServe+ access Appropriate ...

    • Create a Process Work Order: Documents

      Summary: Add the documents you are serving using lists or free text. Quick answer Double‑click documents to select from a maintained list, or type a short list. Use codes if you enabled document abbreviations. What you need WinServe+ access ...

    • Batch Close and Generate Recurring Jobs

      Summary: Finalize many similar jobs at once and auto‑create new daily/periodic orders. Quick answer Use **Batch Close** to clone a baseline job’s proof/invoice onto a set of jobs; use **Generate Recurring Jobs** to create pre‑defined customer jobs ...