Administrator / Create and prepare a job

Enter or update a job manually

Use manual entry when the papers need individual handling or AI is unavailable.

01

Open the job form

Choose + Create Job for a new record, or open an existing editable job and choose Edit. Use the client-submitted record when reviewing an incoming request.

Look for: + Create Job

02

Enter the service information

Check the client, subject, address, deadline, document titles/categories, instructions and required court details. Add the actual documents to the job.

Look for: Document details

03

Resolve validation and prepare the proof

If the form reports missing information, correct it on the form and save again. Review the proof setup before dispatch. If the scope is unclear, use the advanced review path.

Look for: Prepare Proof