Administrator / Create and prepare a job

Assign and dispatch the job

Once the job and proof setup are ready, hand the assignment to the correct server.

01

Open Assign & Dispatch Job

From the approved proof plan, choose Assign & Dispatch Job. Verify the client, assignment and current instructions.

Look for: Assign & Dispatch Job

02

Select the server and review readiness

Choose the intended process server. Complete any missing server profile, jurisdiction, document or proof requirements reported by the dispatch screen.

Look for: Assigned server

03

Dispatch and watch for acceptance

Save the dispatch using the form's action. Check New Jobs for the pending assignment. The server must confirm receipt before recording attempts; respond to a rejection if one is returned.

Look for: New Jobs