1. When to generate
Affidavit generation is available once a job reaches Served or Non-Est status. For served jobs, the affidavit documents the successful service. For non-est jobs, it documents all failed attempts and the due diligence performed.
Do not generate an affidavit while service is still in progress — you can't add new attempts to an already-generated affidavit without re-generating. If additional attempts are needed after generation, see Re-generation below.
2. Opening the generation flow
From the job detail view, click the Affidavit(s) tab, then click "Generate Affidavit." A step-by-step generation panel opens — it does not navigate away from the job.
The generation flow has up to four steps depending on your template settings: photo selection, citation page attachment, template selection, and review.
3. Photo selection
Each affidavit template has a per-template photo rule. The rule determines what happens at this step:
Always include photos — all photos from the job are automatically added to the affidavit. You can deselect individual photos but cannot skip this step.
Never include photos — the photo step is skipped entirely. No photos are attached regardless of what's on the job.
Ask each time — a photo selection screen appears, showing all photos logged on the job. Select which ones to include (or include none).
For served jobs, the template default typically includes serve-confirmation photos. For non-est jobs, door/property photos may be included to document conditions.
4. Citation page attachment
Some courts require the original citation (summons front page) to be attached to the affidavit as a combined PDF. If your template has this requirement enabled, a page selector appears.
You'll see thumbnail previews of all documents uploaded to the job. Select the specific pages from the service documents that should be appended after the affidavit. The final PDF will be: [affidavit pages] + [selected citation pages].
5. Template selection
The template selection step shows all available affidavit templates. Firm templates appear above the separator — these are your custom templates. Platform templates appear below — these are state-standard starters.
The default template for the job's type is pre-selected. To use a different template (for a specific court, client, or document type), click it to select. Each template shows a preview thumbnail and the state/jurisdiction it was built for.
6. Review and generate
The review screen shows a summary of all generation choices before producing the PDF: template, photos included (count), citation pages (if any), server name, and attempt summary.
Click "Generate" — the PDF is produced in seconds and opens in an inline viewer. From there you can download the PDF, share it via link, or send directly to your client from the job's billing/documents tab.
7. Re-generation
Re-generation is always allowed. If you need to update photos, switch templates, or add a missed attempt, click "Re-generate Affidavit" from the Affidavit(s) tab.
All previous versions are stored and accessible in the version history. The most recently generated version is marked "Active" and is what downloads when a client or contact clicks the share link.
8. eService affidavit
For jobs served electronically (eService), Proxiant generates a separate eService affidavit automatically when the recipient accepts the electronic service in the client portal. This affidavit records the service timestamp, recipient acceptance confirmation, and IP address.
The eService affidavit is locked immediately on generation — it cannot be modified or re-generated. It's stored on the job under the Affidavit(s) tab alongside any standard affidavits.