Process server / Join and get ready

Connect to a company

Use your personal connection code to receive an invitation from the office.

01

Share your connection code

On My companies, find Your connection code and share it with the administrator you want to work with. They use Manage connections to invite you as a Process server.

Look for: Your connection code

02

Accept the correct invitation

Return to Company invitations on My companies. Check the company and Process server role, then select Accept invitation.

Look for: Accept invitation

03

Open the company workspace

Select Open company under the Process server entry. If you serve several companies, choose the relevant company before reviewing its assignments.

Look for: Open company

If you already have a company login, Connect an existing company account links that existing access to your shared account.