Recent Articles
Levies - Auto-Answer for Agencies
Overview VIDEO: Levies Auto-Answer Safari's Levy Manager product offers an automated answer capability for government agency levies. By simply changing the matter status, Safari will automatically generate the appropriate response and send it. This ...
Levies - ServePort Agency Portal
ServePort Agency Portal Safari has developed a dedicated portal for government agencies to serve electronic levies in PDF format. Key features of this portal include: access control for registered agencies only, service limitations based on ...
Setup / Intake: Intake Email
Safari Intake Emails INTAKE EMAIL FEATURE: IMPORTANT SECURITY CONSIDERATIONS Understanding the Security of the Intake Email Feature. While our Intake Email feature is designed to use Transport Layer Security (TLS) to encrypt emails during transit, ...
Levies - Agency Electronic Levies
Electronic Levies: A Game-Changer for Financial Institutions VIDEO (8 mins) - Levy Manager Automation Safari's Levy Manager transforms the levy process. Our system can receive any form of electronic levy from agencies, automatically extract the ...
Reports - Export CSV Data
Overview Safari enables you to view and export a CSV (Comma-Separated Values) file to keep tabs on when, how much, and by whom the system is being used. Such data exports are useful for recordkeeping review and for assessing security risks from ...
Popular Articles
ServePort - Serving Party Support
Overview Safari's delivery portal support requests can be categorized into four types: Serving Party did not receive the email with login credentials Serving Party believes the delivery portal is down Serving Party cannot download your responsive ...
Workflow - Add / Close / Delete Matters
ADD MATTERS VIDEO (4 min) - Matter Creation, Reviewers, and Duplicate Alerts Overview There are three ways in which new matters can be created in Safari from served documents: Registered Agent Feed - The served document will be saved in the Served ...
WHAT'S GNU (Release History)
General information About Major and Minor Releases Safari issues major upgrades (e.g., v1.4) every 2 to 4 months, with annual version sequences (v1.x for 2020, v2.x for 2021, and so on). Minor updates (e.g., v1.4.2), including bug fixes and small ...
Reports - Standard Reports & Fields
Standard Reports and Use Cases Below is a list of the standard reports in Safari, the source of the data for each report, and common use cases. Report Data Set Matter Types Included Description / Use Case All Data Matters All Types DESCRIPTION: This ...
Setup - Subtypes
Overview NOTE: Only system Owners can edit Subtypes. For more information see Setup - Users. Safari requires a Subtype field in every matter. You can use and configure Subtypes for several purposes, including matter assignment, workflows, transfers ...