Getting Started
What’s New in WinServe+ 9.0x — Addendum (Customer‑Visible)
Summary: Additional user‑visible changes not covered in the first highlights: task tab action calendar, claim number search, power dispatch switch job type, default email receipts, colorization, etc. Quick answer This addendum covers minor yet ...
Help Menu & Updater Tools (Models, Programs, Manuals, What’s New)
Summary: Use the Help menu to load models, update programs, open manuals/FAQs, view recent updates, and download the updater utility. Quick answer From **HELP**, you can **LOAD MODELS**, **UPDATE PROGRAMS**, open **Manual/FAQ**, **What’s New**, and ...
Dashboard Overview & Quick Search
Summary: Use the dashboard to monitor import queues, field agent queues, quick links, and calendar counts; perform quick searches by job/matter/case. Quick answer Enable the bottom dashboard in Orders; click counts to open corresponding queues; ...
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 ...
Update WinServe+ and Reload Models
Summary: Keep your installation current and refresh document models when they change. Quick answer Use the Help menu to update programs and reload models; always close other Tristar apps before updating. What you need WinServe+ access Appropriate ...
Training resources: videos, manuals, and help menu
Summary: Find videos, the in‑app manual, release notes, and support options. Quick answer Use the Help menu and the Tristar YouTube channel to learn features and follow updates. What you need WinServe+ access Appropriate role/permissions (as ...
WinServe+ Quick Start: First-time setup checklist
Summary: Complete these items before training or entering live work. Quick answer Set up core maintenance records, learn the workflow with a few test jobs, and align billing before going live. What you need WinServe+ access Appropriate ...
What is WinServe+? Overview & Workflows
Summary: Understand WinServe+ and how Process, Court, and Messenger jobs flow from order entry to proof and invoicing. Quick answer WinServe+ is an attorney‑services platform for process serving, court filings, and messenger work. It centralizes ...