Process server / Work the assignment
Review the prepared proof
The administrator prepares the proof setup; your recorded work fills it when the outcome is saved.
Record the actual facts
Enter your own observations, recipient details, outcome and photographs. Complete actual mailing when required.
Look for: Save Attempt
Review the populated document
Open the prepared proof and compare every detail with the papers and your recorded work. Contact the administrator about missing or conflicting information.
Look for: Review proof
Complete the required signing
Use the signing workflow shown for this job, or return a completed notarized PDF when required. Your review and consent are always required.
Look for: Submit to Administrator
Pizzazz AI is available to administrators and clients. Process servers use the prepared proof and field-work screens.