Docs - View, Download, and Move

Docs - View, Download, and Move

Overview

Safari offers a variety of document tools to support efficient review and organization:
  1. View in Safari: View PDFs and images directly within Safari. 
    1. Having trouble viewing a PDF?  See the Documents FAQ page for troubleshooting tips.
  2. View Multiple Documents:  Use the 'View in Browser' option to view multiple documents. 
    1. Use either the ellipsis (...) to the right of a single document or the the bulk download/move functionality.
    2. Video (2 minutes): View Doc in Browser
  3. Download:  Download documents for editing or when viewing a file type isn't supported by your browser (e.g., MS Word documents). 
    1. Use either the ellipsis (...) to the right of the document or the download button when viewing a document.
  4. Move:  Use the ellipsis (...) menu to the right the document to move it to a new folder.
  5. Bulk Actions:  Use Bulk Actions to download, move, view, or delete multiple documents at once.

View

Single Document View

Click on the document name you want to view.  Some browsers also support rotating an image or printing directly from Safari.


View Multiple Documents in Separate Tabs / Browser Windows

Idea
VIDEO TUTORIAL (1 minute) - View Doc in Browser
You can now open up one or more documents in a separate tab, which allows you go quickly review documents, or move them to a new window to view them side-by-side if you have a large monitor or multiple monitors.

View a single document in new tab:  Use the ellipsis menu to the right of the document name to select 'View in Browser':


Move browser tab to a new window:  To turn a tab into a separate browser window, simply drag it outside your browser:

Multiple documents in multiple tabs:  Check the box to the left of each document you would like to open in a new tab, and then click the 'Bulk Actions' button and select 'View in Browser'.

Alert
ALLOWING POP-UPS FOR SAFARI.  If you’re using the View in Browser feature to open multiple documents, your browser’s pop-up blocker may prevent new tabs from opening. To avoid this, follow the instructions below to allow pop-ups specifically for safarilaw.com:
Google Chrome
  1. Click the three-dot menu (⋮) in the top-right corner of your browser.
  2. Go to Settings > Privacy and security > Site settings.
  3. Scroll down and click Pop-ups and redirects.
  4. Under Allowed to send pop-ups and use redirects, click Add.
  5. Enter: 'https://www.safarilaw.com' and click Add.
Microsoft Edge
  1. Click the three-dot menu (⋮) in the top-right corner.
  2. Go to Settings > Cookies and site permissions.
  3. Scroll down and click Pop-ups and redirects.
  4. Under Allow, click Add.
  5. Enter: https://www.safarilaw.com and click Add.
Mozilla Firefox
  1. Click the menu button (≡) in the top-right corner.
  2. Go to Settings > Privacy & Security.
  3. Scroll to the Permissions section.
  4. Next to Block pop-up windows, click Exceptions.
  5. Enter: https://www.safarilaw.com and click Allow.

Viewable Document Types

Web browsers have limits on what types of documents you can view directly in Safari.  Generally, you can view PDFs and image files (e.g., jpeg, tiff, png).  You can upload other file types such as email (.msg), Microsoft Word or Excel, movies, audio files, and zip files, but you can't view or listen to them directly in Safari, in which case you must download them for review.

Download

You can download a document in three ways:

  1. For an individual document, hover over the document row and then click on the ellipsis icon (...) in the far right column.  Then click Download.
  2. Open the document viewer, and click the download icon  in the upper right corner of the viewer.
  3. Bulk download multiple documents at once using the Bulk Actions functionality.

When you hover over a document row, you can then click on the ellipses.

Move

How to move a document

You can move a document in two ways:
  1. For an individual document, hover over the document row and then click on the ellipsis icon (...) in the far right column.  Then click Move, and then click on the folder name.
  2. Bulk move multiple documents at once using the Bulk Actions functionality.

Limitations

Here are three situations in which you're not allowed to move a document:
  1. You cannot move Safari-sent correspondence from the Correspondence folder.
  2. You cannot move templates that are saved as a Draft.
  3. Generally, when a matter is closed, you cannot move a document unless it's in the Correspondence folder or the Internal folder.
Also, you must have a system role of Editor or higher to be able to move a document.  If you have a system permission of Viewer or Uploader, you can't move documents.

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

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