Administrator / Create and prepare a job
Review proof templates before dispatch
Prepare the approved proof structure first. The server's actual outcome is recorded later.
Open Prepare Proof
Check the court, case and exact document set. The built-in outcome plan currently supports the displayed California civil summons scope; read the scope shown for the job.
Look for: Prepare Proof
Review both outcomes
Open Review Service Template and Review Non-Service Template. Check names, case information, documents and wording. For another jurisdiction, document set or service method, use Advanced Proof Setup for individual review.
Look for: Review Service Template
Approve the appropriate setup
For a supported plan, confirm the scope and both previews, then select Approve Both Templates. Use the individually reviewed setup when the built-in plan does not cover the job.
Look for: Approve Both Templates
Do not invent dates, attempts or signatures in advance. Those fields come from the recorded work. The app does not guarantee one proof format for every job.