New File & Serve Order New Case#

a. Go to "Orders" and then "New Work Order" (this is actually creating a new file and serve order with a new case). You will see the screen above

b. Type in the customer number if you know it, if not click on the magnifying glass icon and search for customer number - The customer name will fill in automatically. Note: The customer must already exist in "Customer Maintenace" if not, you must first create the customer in "Customer Maintenance" before continueing.

c. Select the Job Type from the drop down list (choose file and serve)

d. Select the Service Level from the drop down list

e. Type in the case number if you know it or click on the icon (not assigned) to get a new case

f. Type in any important notes in the text box to the right of the screen

g. Click "Continue" - this brings up Work Order Details screen - from here you will enter your case and court information'''

a. Fill in the Court Code if known - It will fill in the information automatically, if unknown continue to the next boxes

b. Enter the Plaintiff (*)

c. Enter the Defendant (*)

d. Select Attorney - you can click on the + icon to look this up (*)

e. Select Represents(*)

f. Select Contact - you can click on the + icon to look this up (*)

g. Enter the client matter number (*)

h. Third party billing if any

i. Click '"Continue"'

a. Attach necessary files here

b. Type in the title, choose type, & sent via method

c. Browse to your document and click "Add"

a. From Special Details click on the "Add Serve" button

b. A new window will appear

c. Click on "Party to Serve" tab

d. Fill in the required information

e. If you have a description of the person to be served check the Yes box

f. Click "Next" to go to "Address to Serve"

g. Enter the address information and then select "Add"

h. Click on "Special Details" tab to enter Hearing date and time

i. Click "Complete Order" when you are finsihed