ServePort - Add Recipients / Payers

ServePort - Add Recipients / Payers

Overview

When you open a ServePort delivery portal, or even after the portal is already open, you can grant access to:
  1. Serving Party Contact (required, unless delivery is to a Different Party)
  2. Up to 5 Additional Emails
  3. When the Recipient is a Different Party, the Recipient's email and up to 5 Additional Emails of its own. See ServePort - Delivery to a Different Party .
If an email address is incorrect, you can now edit it while the portal is open, with the exception of the Serving Party Contact’s email, which requires the portal to be closed first before changes can be made.

Each person has one of two roles:
  1. Full Access , who can pay the invoice and download the documents
  2. Payment Only , who can pay the invoice but cannot view or download the documents.
In addition, anyone with Full Access can add up to five more people from the portal, including people with Payment Only access, who are authorized to complete the credit card payment but cannot view or download the response documents.   
Idea
NO MORE CHECK PAYMENTS FROM RECEIVING PARTIES!
This feature ensures that customers no longer need to accept check payments, even when the document downloader doesn’t have access to a company credit card. Instead, the person downloading can delegate payment to someone in their organization, such as someone from Accounts Payable, by adding them with Payment Only access.
Finally, ServePort has a well-designed email notification system for everyone with portal access -- see the section titled "Recipient Email Notification in ServePort - Recipient Experience .

Adding Emails

When Opening a Delivery Portal

In "Delivery Setup - Step 2 Serving Party Contact Information,"  click the '+ Add Email' button to add up to five more email addresses. When the Recipient is a Different Party, Step 2 is split into "2A. Serving Party Contact Info (Payment Only)" and "2B. Recipient Contact Info (Full Access)," and each has its own '+ Add Email' button. When the portal is opened, each email address will receive login credentials via email.

Alert
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 Emails  do  not  trigger alerts .  See  Workflow - Alerts & Warnings  for full details.
Editing Email Addresses:
  1. Additional Emails can be modified while the portal remains open.
  2. To update the Serving Party's primary contact email, you must first close the delivery portal. After editing the email, then reopen the portal.

After a Delivery Portal is Open

Additional individuals can be granted access in two ways:
  1. Company user adds emails.   Open the matter, go to the 'Portal Options' section (on the left), and click '+ Add Email'. You can add up to five Additional Emails in total.
  2. Self-Addition.   Anyone with Full Access can add people with Full Access or Payment Only access directly from the portal. Their additions will be visible in the Delivery Details section of the matter.

Editing Emails

Below are the capabilities of company users to edit emails while a portal is open:
  1. Additional Emails (whether added by your company or from the portal) can be removed by clicking the "X" to the right of their name and clicking   SAVE  .
  2. Additional Emails can be modified while the portal remains open (a new portal notification email will automatically be sent with the login credentials).  However, to update the Serving Party's primary contact email, you must first close the delivery portal. After correcting the email address, then reopen the portal.
Notes
PORTAL USERS CANNOT REMOVE INDIVIDUALS ADDED BY YOUR COMPANY.  People using the portal cannot remove individuals added by your company. However, they can remove people that others added from the portal.

When the Recipient Is a Different Party

When Deliver Documents To is set to Different Party in the matter's Recipient section, access is split by party:
  1. Serving Party and its Additional Emails: Payment Only. They can pay the invoice, but cannot download the documents. The Serving Party section header shows a Payment Only label, and Additional Emails in that section show Payment Only as their role.
  2. Recipient and its Additional Emails: Full Access. They can pay the invoice and download the documents. Additional Emails in the Recipient section always have Full Access.
Once the portal is open, the matter shows the Serving Party contact email with Payment Only next to it, followed by a Doc Recipient Contact field with the Recipient's email.

The Serving Party is notified when the invoice is due and when the Different Party downloads the documents. Whichever party pays, everyone receives the payment notification. For the full picture, see ServePort - Delivery to a Different Party .

Self-Addition

Anyone with Full Access can add up to 5 more people, with Full Access or Payment Only access.  When they add someone, you will see that in the "Delivery Details" section in the matter on the left side.  For more information about how people add others from the portal, see  ServePort - Recipient Experience .

Payment Only Access for Credit Card Paywall

Why This Feature Matters

Some individuals downloading documents may claim they cannot pay by credit card, often because they do not have access to one themselves. This often resulted in manual check payments and invoice tracking, adding operational burden.

Now, instead of disabling the Paywall, the person downloading can add someone with  Payment Only access: someone in their organization (e.g., Accounts Payable) who has access to a company credit card.  That person can log in and complete payment but will not see or download the response documents.

How to Add Payment Only Access (Portal Instructions)

Only people with Full Access can add someone with Payment Only access from the portal. Company users cannot choose the role. However, when the Recipient is a Different Party, emails your company adds in the Serving Party section are automatically Payment Only.

For more information on what a Payment Only user sees, including email notifications, refer to ServePort - Recipient Experience .

Removing Payment Only Access

To remove someone with Payment Only access, either a person with Full Access or a company user can click the X to the right of their name.

Payment Notification

Once the invoice has been paid, everyone with portal access will receive an email notification confirming the payment, including both the Serving Party and the Recipient when they are different parties. People with Full Access can then download the documents.


Is there a question we haven't answered?  Please send it to us at support@safarilaw.com.