ServPort - Portal Reminders & Monitoring
Once you've opened a portal, Safari takes care of everything for you, including reminders to the Issuer and alerts if something needs your attention. The system also updates the Matter status and monitors portal activity in the Delivery Details section for you.
Reminder Notices to Issuers
Automatic Reminders
If the Issuer hasn’t yet accessed the portal, ServePort reminds them five days before the portal expires, and then again three days and one day before. The audit history and Delivery Details reflect these reminders.
Manual Reminders
You can also send a manual reminder (not more than one per hour) by opening the Matter and clicking “Send Reminder.” The notice goes by the same method selected for the initial notification. The audit history and Delivery Details reflect these reminders.
Monitoring Issuer Activity in the Portal
The Matter Status and the Delivery Details section of the Matter reflect portal activity.
Matter Status
To view Matters with open portals, select “Assigned to Me” or “All Matters” on the home page, then change the view selector to Active - Portal.
Image of View Selector (click to expand)
These are the portal statuses:
Status | Description |
PORTAL Open (Unaccessed) | Portal is open and hasn't been accessed |
PORTAL Open (Accessed) | Portal is open and has been accessed by the Issuer |
PORTAL Expired (Unaccessed) | Portal is closed and was never accessed |
CLOSED Issuer Accessed | Portal is closed and was accessed (portal closed automatically after 14 days but the Issuer didn't click the button to close the portal) |
CLOSED Delivery Confirmed | Portal is closed and was specifically closed by the Issuer |
Note that the status Portal Expired (Unaccessed) triggers an Action Alert. To resolve the alert, either reopen the portal or manually change the Matter status to Closed - Issuer Abandoned. To learn more, see Workflow - Alerts & Warnings.
Delivery Details
The Delivery Details section displays once you open the portal for a Matter. It tracks communications about and activity in the portal.