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 up to six Recipients:
- Serving Party Contact (always required)
- Up to 5 additional Recipients
If a Recipient's email 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.
In addition, Recipients can also add up to five additional Recipients, including "Payers," who are authorized to complete the credit card payment but cannot view or download the response documents.
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 Recipient can delegate payment to someone in their organization—such as someone from Accounts Payable—by adding them as a Payer.
Finally, ServePort has a well-designed email notification system for all Recipients -- see the section titled "Recipient Email Notification in ServePort - Recipient Experience.
Adding Recipients
When Opening a Delivery Portal
In "Delivery Setup - Step 2 Serving Party Contact Information," click the '+Add Recipient' button to add up to five more email addresses. When the portal is opened, each Recipient will receive login credentials via email.
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.
After a Delivery Portal is Open
Additional individuals can be granted access in two ways:
- Company user adds Recipients. Open the matter, go to the 'Portal Options' section (on the left), and click '+Add Recipient'. You can add up to five additional Recipients in total.
- Recipient Self-Addition. Recipients can add Recipients or Payers directly from the portal. Their additions will be visible in the Delivery Details section of the matter.
Editing Recipients
Below are the capabilities of company users to edit Recipients while a portal is open:
- Additional Recipients (whether added by your company or by a Recipient) can be removed by clicking the "X" to the right of their name and clicking SAVE .
- Additional Recipient addresses 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.
RECIPIENTS CANNOT REMOVE INDIVIDUALS ADDED BY YOUR COMPANY. Recipients cannot remove individuals added by your company. However, Recipients can remove other Recipients or Payers added by fellow Recipients.
Recipient Self-Addition
Recipients have the ability to add up to 5 additional Recipients and/or Payers. When they add a Recipient or Payer, you will see that in the "Delivery Details" section in the matter on the left side. For more information about how Recipients can add Recipients and Payers, see ServePort - Recipient Experience.
Payers 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, Recipients can add a Payer—someone in their organization (e.g., Accounts Payable) who has access to a company credit card. The Payer can log in and complete payment but will not see or download the response documents.How to Add a Payer (Recipient Instructions)
Only Recipients with full access can add Payers. Company users cannot add Payers.
Steps:
Click the +Add button
Enter the Payer’s email address, and keep the Role as 'Payer'
Click Save
For more information on what the Payer sees, including email notifications, refer to ServePort – Recipient Experience.
Removing a Payer
To remove a Payer, either the Recipient or a company user can click the X to the right of the Payer’s name.
Payment Notification
Once the invoice has been paid by the Payer, all Recipients will receive an email notification confirming the payment and providing access to download the documents.
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