Docs - View, Download, and Move

Docs - View, Download, and Move

Overview

Within Safari, you can view documents uploaded to the system in PDF or image format.  You can download and open documents on your computer that you can't view with your browser.  Problems viewing a PDF in Safari?  See the Documents FAQ page.

You can also download and move documents to other folders within the same matter by 1) using the ellipsis (...) to the right of the document or 2)  using the bulk move functionality.

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

View

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



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), 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.

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 four 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 documents in the Response folder when the SecureShare portal is open for delivery.
  3. You cannot move templates that are saved as a Draft.
  4. 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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