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How to Create a Service in a Case

Open the window for creating a new Service

  1. View the Legal Case.

  2. Click on the + Service button and then From our Office button.

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Complete the Documents that will be Served

  1. Click on the + Document button and select the Actions with the documents that need to be served.

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  2. If the required actions are not listed under the Recommended Actions then select All Actions.

  3. Select the required actions and click Add.

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  1. Click on the + Recipient button, select the recipients and click Add.

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  2. Add the Recipient Address either by selecting it from those registered in the system (+ Add from Recipients) or by adding it manually (+ Add New).

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Complete the Service Details

  1. If the Service is Within Jurisdiction, complete the fields:

    1. Service: Within Jurisdiction

    2. Bailiff: Select the bailiff name.

    3. Service Location: Select the service location.

    4. Service Due Date: The service due date

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  1. If the Service is Outside Jurisdiction, complete the fields:

    1. Service: Outside Jurisdiction

    2. Country: the country where the document will be served.

    3. Service Authority: the country authority that will handle the service of the document.
      Note: Service Authority field will be visible only when choosing to serve a document to countries with known authorities.

    4. Service Due Date: the deadline for the completion of the service.

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  2. If the Service is Substituted, complete the fields:

    1. Service: Substituted

    2. Service Method: the substituted service method you will use, e.g., Viber.

    3. Bailiff: the person to whom the service of the document will be assigned.

    4. Service Location: the area in which the bailiff will go to serve the document to the recipient(s).

    5. Service Due Date: the deadline for the completion of the service.

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Note: Bailiff and Service Location fields will be visible only when choosing a substituted service method which requires to be assigned to a bailiff.

How to Define which Documents Need to be Served to a Contact

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