Process Server

Server Based System - please perform the following configuration:

Kindly have your IT Professional create an FTP/SFTP site. Here are some instructions we found on the internet: https://www.windowscentral.com/how-set-and-manage-ftp-server-windows-10

Once you have created your FTP/SFTP site, provide your process server provider with the following information:

FTP Host
FTP User
FTP Password
FTP Folder Name
FTP Port
FTP Protocol (Implicit FTP over TLS or Explicit FTP over TLS)
Local or UNC Path for FTP

Please forward the above responses to your process server provider. Your process server provider will configure their portion and advise SmartAdvocate to configure ours. Testing will be done and once testing is completed SmartAdvocate will advise you to begin using the integration.

SaaS Cloud System - we will be configuring your system for you directly and advise you once completed. We will forward the FTP information to you to submit to process server provider.

Your process server provider will advise and confirm with you locations for file delivery.

Your process server provider has the ability to import the following items to your cases:

a. Invoice;

b. PDF Affidavit of Service;

c. PDF Summons & Complaint;

d. PDF Summons & Complaint stamped copy with file # and Docket/Index#;

Document Screen Upload:

Disbursement Screen Upload: