Proof of Service: Initialize and Select Manner of Service

Proof of Service: Initialize and Select Manner of Service

Summary: Open the Proof of Service dialog, choose manner of service, set date/time, servers, and mailing details.

Quick answer

From the order, launch Proof of Service and select the manner of service, serve date/time, address, server, and (if sub-serve) mailing information. This initializes all tabs so you only touch specific fields if needed later.

What you need

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

Steps

  1. From the order (or right‑click list), choose **Proof of Service** (Ctrl+Shift+S).
    media/proof-of-service-initialize-01.png

    [Insert screenshot for Step 1]

  2. On **Initialize Proof**, select **Manner of Service** (e.g., personal service, sub‑serve, was not served) and enter **Date** and **Time** of service.
    media/proof-of-service-initialize-02.png

    [Insert screenshot for Step 2]

  3. Pick the **Service Address** and **Server** (the server defaults from the order’s final status if set).
    media/proof-of-service-initialize-03.png

    [Insert screenshot for Step 3]

  4. If **Sub‑serve**, enter **Declaration of Mailing** person, **Date of Mailing**, and **Mailing From** location (the dialog remembers your last entries).
    media/proof-of-service-initialize-04.png

    [Insert screenshot for Step 4]

  5. Use **Route** (v9.05+) to preview Google route; use the **G** button fields (v9.0x) to pull fee advance/weight/miles when available.
    media/proof-of-service-initialize-05.png

    [Insert screenshot for Step 5]

Confirm it worked

Click **OK** to open the full Proof of Service screen; fields are populated as per initialization. The proof can now be edited across tabs without losing data.

Troubleshooting

If information is incorrect after initialization, **remove the proof and start over** (the manual notes this is the safest approach when initialize values were wrong). If the server/mailing options don’t appear, confirm the selected manner of service matches the requirement.

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