ServePort - Open a Delivery Portal
Overview
For general information about Safari's delivery portal, see the Delivery Overview page.
To deliver response documents using the ServePort delivery 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. You can open the portal right away, or schedule it to open automatically on a future date. 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 DOCUMENTS 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.ADDING ADDITIONAL DOCUMENTS AFTER A PORTAL IS OPEN. The ServePort delivery portal has special functionality to enable you to deliver additional documents to an ongoing production, and if needed keep a matter with an open portal on your Active - Unresolved list. For more information, see ServePort - Rolling Productions.
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.)
- Delivery Portal: Email Response ID
- When to use this option: This is the default selection, used for over 99 percent of ServePort deliveries.
- What is sent: ServePort sends the Recipient(s) an email with login credentials (portal URL, Response ID, and Passcode). Recipients must also then obtain a PIN for each login. For details, see ServePort - Recipient Experience.
- Manual: [Various options]
- When to use this option: Select this if you must send paper or physical materials.
- What is sent: Nothing -- all you do is log certain tracking information, and you are required to manually deliver the materials.
STEP 2 – SERVING PARTY CONTACT INFORMATION -- Login credentials sent via email.
- Add Recipient: If the receiving party requires access for additional individuals, use the '+Add Recipient' button to specify up to five more email addresses. When you open the delivery portal, each listed Recipient will be sent login credentials via email.
ADDING RECIPIENTS AFTER A DELIVERY PORTAL IS OPEN. After the delivery portal is already open, if the receiving party requests access for additional individuals, access can be granted in two ways:
- Recipient Self-Addition. For instructions, see ServePort - Recipient Experience.
- You can add Recipients. Open the matter, go to the 'Portal Options' section (on the left), and click '+Add Recipient'. You may add up to five additional recipients in total.
RECIPIENT EMAIL DELIVERY FAILURES. Safari monitors email delivery only for the Serving Party’s primary contact email. If that email fails, Safari will generate an Action Alert. However, delivery failures to additional Recipients do not trigger alerts. See Workflow - Alerts & Warnings for full details.Editing Email Addresses:
- Additional Recipient addresses can be modified while the portal remains open.
- To update the Serving Party's primary contact email, you must first close the delivery portal. After editing the email, then reopen the portal.
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 ServePort - Rolling Productions
STEP 5 - INSTRUCTIONS: See Instructions to Recipients
STEP 6 - DELIVERY TIMING
VIDEO: (2 MINS) - Scheduled Delivery
Some response documents can't legally be delivered before a specific date. Use Scheduled Delivery to set that date once and let the platform handle the rest, instead of holding the matter until the date arrives. For timing Safari provides two options:
- Immediately (default). Once you check Open Delivery Portal and select SAVE the portal opens immediately.
- Scheduled. Allows you to Schedule when the Delivery Portal opens
- Date: Select the delivery date using the calendar lookup
- Time: Select a delivery time, times are shown in half-hour increments.
- Time Zone: defaults to your browser's time zone
You can't select a date in the past or a date more than 365 days out.
What Happens With a Scheduled Delivery?
When you save a Scheduled Delivery, the matter status changes to PORTAL Delivery Scheduled. This status does not appear on the Active - Unresolved matter list, rather is it available as a filter option. You can still add or delete documents in the Response folder while delivery is scheduled, just note that whatever is in the Response folder at the time the portal opens is what gets delivered. On the scheduled date and time, the platform opens the portal automatically, and the matter status will change to Portal open (Unaccessed).
FINAL STEP - CHECK THE DELIVERY SETUP COMPLETE BOX
The portal will not open until you check the box labeled “Open Delivery Portal”, or if scheduled, "Delivery Setup Complete, open delivery portal on scheduled date", and click SAVE .
What Happens When I Open the Portal?
Safari sends the Recipient(s) login credentials by email. 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.
Example of the Email Sent to Recipients
See the ServePort - Recipient Experience for screenshots of the email and delivery portal.