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. 

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

REGULAR USERS
  1. Matter List Views (4 mins)
  2. Matter Creation, Reviewers, and Duplicate Alerts (4 mins)
  3. Matter Workspace (coming soon)
  4. Documents and Folders (6 mins)
  5. Notes (3 mins)
  6. Templates: Create PDFs and Send Correspondence (3 mins)
  7. Subpoenas - Document Delivery (coming soon)
  8. Levies / Acct. Garnishments (coming soon)
  9. Top 5 Helpful Tips (coming soon)
UPLOADERS
  1. Uploader Training (3 mins)

Videos - Advanced Topics

MATTERS AND WORKFLOWS
  1. Collections Workflow / Uploaders (5 minutes) 
  2. Transfer Served Documents (8 minutes)
DOCUMENTS, FOLDERS, TEMPLATES AND CORRESPONDENCE
  1. Subfolders (3+ minutes)
  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 minutes)
    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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