What’s New in WinServe+ 9.0x (Customer Highlights)

What’s New in WinServe+ 9.0x (Customer Highlights)

Summary: A curated list of visible improvements relevant to everyday users in the 9.0x releases.

Quick answer

Key improvements include multiple proofs of service, unified power dispatch, auto-dispatch with attachment flags, improved eFiling importer with background parameters, rate validation, and resend, plus mileage/route verification tools and expanded email template capabilities.

What you need

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

Steps

  1. **Multiple Proofs of Service**: select manner of service and maintain more than one proof per order (v8.97+).
    media/whats-new-9-0x-01.png

    [Insert screenshot for Step 1]

  2. **Unified Power Dispatch**: one board for all job types; filter by type and use routing pins and mass milestone set (v9.0x).
    media/whats-new-9-0x-02.png

    [Insert screenshot for Step 2]

  3. **Auto‑Dispatch from Order Entry**: check **Dispatch** on Process/Court/Messenger and Quick Order; attachments flagged **Dispatch Attachment** are included automatically.
    media/whats-new-9-0x-03.png

    [Insert screenshot for Step 3]

  4. **eFiling Importer Enhancements**: background parameters to automate import → proof → invoice → email; **Validate Rates** and **Resend Documents** buttons; OC/Tyler/JournalTech coverage (v9.0x).
    media/whats-new-9-0x-04.png

    [Insert screenshot for Step 4]

  5. **Copy Work Order Enhancements**: Use Job Number to append a letter; **Skip Trace** copies with an “S” suffix; Copy Diligence option.
    media/whats-new-9-0x-05.png

    [Insert screenshot for Step 5]

  6. **Route/Mileage Tools**: **G** button for miles with **Route** preview to verify or hand‑enter; improved error messaging (v9.0x).
    media/whats-new-9-0x-06.png

    [Insert screenshot for Step 6]

  7. **Email Templates & Logs**: expanded merge fields (e.g., process images, filing status, served address), enhanced consolidated email configuration, and automatic logging of outbound emails (v9.0x).
    media/whats-new-9-0x-07.png

    [Insert screenshot for Step 7]

Confirm it worked

Users can see the features in their UI (dispatch board, order entry checkboxes, importer options, proof selector) and benefit without admin intervention.

Troubleshooting

If a feature is missing, it may be customer‑specific or require an updated build or server options; contact Tristar Support for enablement.

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