How to edit auto statuses in Winserve Plus
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How to Configure an Auto Email Template
https://youtu.be/cx5Y27Pe8PQ The auto email template is a way to have the system send information via email to your customers at certain critical times in the life of an order: The key milestones on a job are shown above. You will need to setup each ...
Steps to Submit an eRecording in WinServe
1. First create a Recorder Job All you need to do is put in the information for the requesting customer and the recorders office. When this is done click “OK”. 2. Attach the documents you would like to eRecord to the work order. When finished click ...
How to Create/Edit models
"Models" are what we call the templates that format the documents our customers print. When you print a proof of service, the system takes a model which is written in code, and adds the information from your order. For example, when you print a ...
Missing Diligence on Your Non-serve or Proof of Service
WinServe Plus' diligence entry system is designed to allow entry of both diligent attempts and comments about your diligent efforts. If you mark the comment checkbox, the information will not be included on the report or on the website. If you don't ...
How to Import Jobs from Excel to WinServe
For those firms that receive orders from their clients in CSV files or excel files, we have a solution to quickly import those orders into our system. With a basic level of knowledge of microsoft Excel and your system, you can save hours of input ...