Proof of Service: Complete Documents, Parties, Mailing, and Description tabs

Proof of Service: Complete Documents, Parties, Mailing, and Description tabs

Summary: Review and update the proof tabs: Documents, Not Served reasons, Mailing, Physical Description, and Diligence.

Quick answer

After initialization, verify the Documents and Parties pulled from the order; add non‑serve reasons when applicable; update physical descriptions and additional mailing recipients as needed.

What you need

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

Steps

  1. On **Documents**, confirm the served documents (preloaded from the order) and add or edit if required.
    media/proof-of-service-complete-tabs-01.png

    [Insert screenshot for Step 1]

  2. If **Was Not Served** is the manner, select the appropriate reason (e.g., **Bad Address**, **Unable to Locate**, **Cancelled**).
    media/proof-of-service-complete-tabs-02.png

    [Insert screenshot for Step 2]

  3. On **Mailing**, verify the mail‑serve fields (from initialization) or click **Load Address** to pull the service address if you missed mail‑serve in initialize.
    media/proof-of-service-complete-tabs-03.png

    [Insert screenshot for Step 3]

  4. On **Physical Description**, enter or update descriptors (also editable from initialize in newer versions).
    media/proof-of-service-complete-tabs-04.png

    [Insert screenshot for Step 4]

  5. Use **Additional Mailing** to add recipients (e.g., spouse at same address) and the **Add with info** button (v9.0x) to pull in the service address.
    media/proof-of-service-complete-tabs-05.png

    [Insert screenshot for Step 5]

Confirm it worked

Tabs save without losing values when switching; document, mailing, and description sections reflect your changes on the final proof output.

Troubleshooting

If California models lack a field you need (e.g., additional mailing model), contact Tristar for model updates noted in the manual.

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