For court documents that arrive at your office by mail or are hand-delivered, SOP Manager lets you create an SOP record manually. After you create a record manually, and then save it, it is in Pending status, Intake phase and can be processed normally.

You can edit any fields in a SOP record that is created manually.

If there are documents that you want to attach to this SOP record, you can upload them manually to the Documents tab. See Uploading Documents to an SOP Record for more information.

To create an SOP record manually

1. Click the All tab, and then click the appropriate RA.
2. Click New, and then click New Service of Process - <RA name>. The new record opens to the General page.
3. On the General page, enter the appropriate information. See Viewing or Editing SOP General Information for more information.
   On the General page, Name is a required field. You do not have to complete any other fields or additional pages before you save this record, but as you receive more information, you should complete all of the fields.
4. Use the links in the left pane to enter additional information:
   • Click the Details link to enter detailed SOP information. See Viewing or Editing SOP Details for more information.
   • Click the Documents link to manually upload documents to this record. See Uploading Documents to an SOP Record for more information.
5. Select a save option. See Saving SOP Records for more information.
   Once the record is saved, you can view it by clicking its SOP link. The new record is listed in the Pending SOPs pane in the Title of Action column.