Import Court Jobs from Excel (File & Serve)

Import Court Jobs from Excel (File & Serve)

Summary: Use the Excel importer’s court mode to create filings from spreadsheets, including proof defaults and status-due logic.

Quick answer

Map columns, provide court codes, and set the importer’s court/file-and-serve options. Status due-by dates can be set during import.

What you need

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

Steps

  1. Open **Import Orders from Excel** and choose the **Court**/File-and-Serve profile.
    media/import-court-jobs-from-excel-01.png

    [Insert screenshot for Step 1]

  2. Map spreadsheet columns (customer, court code, case number, hearing date/time, documents, etc.).
    media/import-court-jobs-from-excel-02.png

    [Insert screenshot for Step 2]

  3. Ensure **Court Code** is present; set **Status Due By** logic; run the import.
    media/import-court-jobs-from-excel-03.png

    [Insert screenshot for Step 3]

Confirm it worked

Court orders are created with the correct proof defaults and status due dates.

Troubleshooting

If the court code is missing, add it to the spreadsheet or update courts before retrying.

  • X

    • Related Articles

    • Load PDFs and Import Orders from Excel

      Summary: Attach PDFs in bulk and import process/court/messenger orders from spreadsheets with mapping profiles. Quick answer Use **Load PDF Files** (or by barcode/filename/additional matter number) to publish documents; use **Import Orders from ...

    • Import Web Orders (Process/Court) with Attachments

      Summary: Bring in customer‑submitted web orders, verify entities/courts, and attach documents. Quick answer Refresh the queue, open attachments, verify customer/attorney/court, correct fields, then finish to create the WinServe order. What you need ...

    • Job Types: presets for Process, Court, and Messenger

      Summary: Preset job style, titles, and special‑instruction starters for consistent order entry. Quick answer Create job types that set style, abbreviations, and default labels for plaintiff/defendant and special instructions. What you need WinServe+ ...

    • Court Web Visibility: “Not part of Court Search on Web”

      Summary: Control whether a court appears as a selectable option on your client web portal. Quick answer Check **Not part of Court Search on Web** to hide a court from clients on the web; uncheck to allow selection on the portal. What you need ...

    • Tristar CRM Preorder → WinServe: Create, Enrich, and Import

      Summary: Use preorders for research and data gathering, then import into Process/Court/Messenger/Investigations/Photocopy when complete. Quick answer Create a preorder with addresses, attachments, and notes; when complete, import the preorder to the ...