Proof of Service: Print and Copy Proof

Proof of Service: Print and Copy Proof

Summary: Print the final proof and copy a prior proof (and diligence) to speed same‑case workflows.

Quick answer

Use Print to generate the proof. To replicate a similar serve, use **Copy Proof** from Initialize to pull prior proof values (optionally including diligence).

What you need

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

Steps

  1. From the proof screen, use **Print** to generate the proof document (model specific to your jurisdiction).
    media/proof-of-service-print-and-copy-01.png

    [Insert screenshot for Step 1]

  2. To reuse a prior proof, click **Copy Proof** on the **Initialize Proof** screen and enter the source **Work Order Number**.
    media/proof-of-service-print-and-copy-02.png

    [Insert screenshot for Step 2]

  3. Check **Copy Diligence** if you want to copy attempts; servee/entity info and summons‑tab fields pull from the current order while other proof data come from the source proof.
    media/proof-of-service-print-and-copy-03.png

    [Insert screenshot for Step 3]

Confirm it worked

The printed proof shows updated values; copied proof populates fields correctly and, if selected, includes copied diligence attempts.

Troubleshooting

If copied servee details are incorrect, verify server options (copy servee) or reselect parties on the order before initializing.

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