SecureShare - Opening a Portal
Overview
For general information about Safari's delivery portal, see the Overview page.
To deliver response documents using the SecureShare portal, change the Status to TO DO: Delivery. The left side gives you a step-by-step wizard for how to set up the delivery via the portal. Once the portal is open, Safari makes any documents in the Response folder available to the party you identify in the delivery setup.
No limit on file type or number of files you can deliver. The advantage of Safari's delivery portal is there's no limit on the type or number of the documents you can deliver. For example, you can deliver movie files, audio files, spreadsheet files, zip files, and so on. The maximum size of any one file is 50GB. Delivery Instructions
STEP 1 – DELIVERY MESSAGE & RESPONSE: Select an option to deliver portal login credentials. (Note: the method you select delivers no documents—only login credentials.)
- SecureShare: Standard (Email)
- When to use this option: This is the default selection, used for over 97 percent of SecureShare deliveries.
- What is sent: SecureShare sends the Serving Party an email with login credentials (portal URL, Response ID, and Passcode). For details about this email, see SecureShare - Serving Party Experience.
- SecureShare: Standard (Fax)
- When to use this option: Use if the Serving Party can’t receive the credentials via email.
- What is sent: SecureShare sends the Serving Party a fax with login credentials (portal URL, Response ID, and Passcode).
- SecureShare: Two-Factor (Email & Fax)
- When to use this option: This option provides the highest level of security and requires that the Serving Party has access to both email and fax.
- What is sent: SecureShare sends the Serving Party an email with partial login credentials (portal URL and Response ID) and a fax with the Passcode.
Note about one-time PINs. Under Safari’s default setting, after the Serving Party enters the Response ID and Passcode, they are also prompted to request a PIN (to be sent by email, fax, or mobile, depending on the information available in Safari). The Serving Party must then enter the PIN within 20 minutes. If it expires, they can obtain a new PIN for as long as the portal is active. System Admins can make the PIN step optional, but Safari does not generally recommend that approach since the PIN supplies an extra layer of security. Learn more at SecureShare - Serving Party Experience.
STEP 2 – SERVING PARTY CONTACT INFORMATION: According to what you select in Step 1, the email or fax fields will display.
- Additional Email: Sometimes a Serving Party may request that you give a second person access to the portal. If you deliver portal login credentials via email, you can enter an email address for an additional recipient. That person receives the same login credentials as the primary contact.
- If you edit any Serving Party contact information on the Delivery Setup page, those edits also appear elsewhere in Safari.
STEP 3 - COST RECOVERY & FINANCIALS: Select an invoice type or chose "No Inv / No Cost Recovery." Selecting either a “Safari Generated” or “Uploaded” invoice activates the paywall.
- Invoice preview: To preview a Safari-generated invoice, select the invoice, save your selection, click the Financial folder, and open the invoice.
- No-paywall delivery options:
- Manually Send Invoice: Select this option if you intend to invoice the Serving Party, but don’t want to use the paywall. After you receive payment, manually enter the information in the financial section.
- No Inv / No Cost Recovery: Select this option if you are not invoicing the Serving Party.
STEP 4 - PORTAL OPTIONS:
- Confirm or edit the portal expiration date. Video tutorial (1+ min)
- Rolling Production designation -- see Instructions to Serving Party
STEP 5 - INSTRUCTIONS: See Instructions to Serving Party
FINAL STEP - the portal does not open until the user checks Delivery Setup Complete and clicks SAVE .
What Happens When I Open the Portal?
Safari sends the Serving Party login credentials by email or fax as you’ve selected. The Serving Party, once they access the portal, can download any document that you've saved in the Response folder. Once you’ve opened the portal, you’ll see a Delivery Details section that tracks all portal activity. Learn more at the delivery portal Overview page.
What do the Email and Fax sent to the Serving look like?
See the Serving Party Experience help page for screenshots of the communications and portal UIs.
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