Getting Started Guides & Videos

Getting Started Guides & Videos

Quick Reference Guides

We've prepared the following Safari Quick Reference Guides (QRGs) for you to speed your workflow (links to download the guides are at the bottom of this page):
  1. Getting Started QRG
  2. Subpoena Response QRG
  3. Levy / Garnishments QRG
  4. Uploader QRG*
*Uploaders are a special type of user in Safari whose only role is to retrieve and upload documents to the Collections folder.  To learn more, see Docs - Uploader and Collections Workflow. 

User Profile Settings

Make sure to review your User Profile settings, including your notification settings (i.e., whether you want to receive email notifications, in-app alerts, or both).

Library in Safari

Your company can store policy documents, reference materials, and other resources in the "Library."  Access the Library on the left side of the main page.

Training Videos

USERS
  1. Matter List Views (4 mins)
  2. Matter Creation, Reviewers, and Duplicate Alerts (4 mins)
  3. Documents and Folders (6 mins)
  4. Notes (3 mins)
  5. Templates: Create PDFs and Send Correspondence (3 mins)
  6. User Notification Preferences (2 mins)
UPLOADERS
  1. Uploader Training (3 mins)

Videos - Advanced Topics

MATTERS AND WORKFLOWS
  1. Collections Workflow / Uploaders (5 mins) 
  2. Transfer Served Documents (8 mins)
  3. Levy Automation Overview  (8 mins)
  4. Levy Processing:  AI Data Extraction (2 mins)
  5. Levy Processing:  Auto-Answer (2 mins)
  6. Safari-ISRN Automation_Existing Customers (2 mins)
DOCUMENTS, FOLDERS, TEMPLATES AND CORRESPONDENCE
  1. Subfolders (3 mins)
  2. Obtain an in-house attorney's signature on a template PDF or correspondence when the attorney is a Safari user:  Attorney Signature PDF (4 mins)
  3. View Doc in Browser (1 min)

    Is there a guide or video you'd like to see added?  Please send it to us at support@safarilaw.com.

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