Imports
Investigations: Import & Search Basics
Summary: Import investigations, avoid blank list lockups, and expose address data in WIP for investigations. Quick answer Use the investigations import to load cases; tests in the manual call out fixes for blank list lockups and improved WIP address ...
Tristar CRM Preorder → WinServe: Create, Enrich, and Import
Summary: Use preorders for research and data gathering, then import into Process/Court/Messenger/Investigations/Photocopy when complete. Quick answer Create a preorder with addresses, attachments, and notes; when complete, import the preorder to the ...
Import Court Jobs from Excel (File & Serve)
Summary: Use the Excel importer’s court mode to create filings from spreadsheets, including proof defaults and status-due logic. Quick answer Map columns, provide court codes, and set the importer’s court/file-and-serve options. Status due-by dates ...
Import Web Orders (Process/Court) with Attachments
Summary: Bring in customer‑submitted web orders, verify entities/courts, and attach documents. Quick answer Refresh the queue, open attachments, verify customer/attorney/court, correct fields, then finish to create the WinServe order. What you need ...
Load PDFs and Import Orders from Excel
Summary: Attach PDFs in bulk and import process/court/messenger orders from spreadsheets with mapping profiles. Quick answer Use **Load PDF Files** (or by barcode/filename/additional matter number) to publish documents; use **Import Orders from ...
Import Android Attempts and Final Status
Summary: Pull server‑entered attempts/finals from the field, including images and status text. Quick answer Use Import Attempts and Import Final Status queues; spell‑check entries, mark comments to keep internal, and finalize proofs as needed. What ...
eFiling Importer: Background Parameters and Auto‑Billing/Notifications
Summary: Configure the importer to auto‑create orders, proofs, invoices, document attachments, and notifications for concierge/self‑serve filings. Quick answer Use the Background Parameters to define import rules (status, category, OC court type, ...