ServePort - Recipient Experience
This help page offers screenshots and explains each step for the Recipients of response documents. To ensure security and an accurate audit history, your company's users won't have access to the Recipients' portal login credentials.
Recipient support questions about ServePort? See Recipient Support
Overview
Safari's ServePort delivery portal is designed to securely and conveniently deliver your response documents to Recipients. Below is a step-by-step overview of the process as experienced by the Recipient:
1. Receive login credentials: Safari generates login credentials and sends them via email from no-reply@serveport.com).2. Log in: The notification directs the Recipient to a unique login page. There, they enter the provided credentials, request a one-time PIN, and input the PIN to access the portal.3. Add a Payer or other Recipients (optional): The Recipient may add up to five additional people as either a Payer or a full Recipient (i.e., the can access and download documents). Company users can view all additions in the Delivery Details section and remove any Payer or Recipient added by a Recipient.4. Pay invoice (if applicable): If an invoice is required, the Recipient—or a designated Payer—must complete the credit card payment before documents can be downloaded. (Note: Payers cannot view or download documents.)5. Acknowledging Instructions (if applicable): If you've included delivery Instructions, they appear above the documents. If acknowledgment is required, at least one Recipient must enter their name and email before gaining download access.6. Download documents: Recipients may download a ZIP file of all response documents or download files individually.SOLVING CREDIT CARD PAYMENT OBSTACLES WITH THE PAYER CAPABILITY. If the document Recipient doesn’t have access to a credit card, no need to turn off the Paywall or switch to checks. They can simply login to ServePort and invite a Payer—such as someone in Accounts Payable—to complete the credit card payment. See #3 below for more details.
Note: Payers can’t see or download any documents—just pay.VIDEOS FOR SERVING PARTIES. ServePort offers short instructional videos for Recipients:
- Download Documents
- Paying Invoices and Adding Payers
Both videos are accessible on ServePort via the [?] icon at the top right, under 'Download Responsive Documents'.
1. Receive Login Credentials
Below is an example of the portal notification email sent from no-reply@serveport.com:
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IMPORTANT TIPS1. Recipient didn't receive the email? Refer to Recipient Support for troubleshooting steps.2. Matter doesn't have a case number? The email subject line begins with the case number provided in Safari to help Recipients recognize the notification as legitimate. If no case number is available, enter another meaningful identifier—such as the Serving Party’s internal ID or the Safari Response ID. Avoid using placeholders like “None” or “N/A”, which may reduce credibility.ADDITIONAL NOTES3. Additional Recipients. This section shows all individuals who received a portal notification with login instructions. Note that they are not cc recipients -- they each receive their own email.4. Questions about your response documents. The person designated for questions corresponds to how your response support has been setup in Safari (either by Team or by Entity). For more information, see Setup - Companies, Entities & Teams.
2. Log In
The ServePort URL in the notification email takes the user to the login page with the Response ID prefilled:
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To proceed, the user must click CONTINUE to confirm their email address and request a one-time PIN:
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After requesting the PIN, the user should check their email and enter the PIN on the screen provided. If they report not receiving a PIN, refer to Recipient Support for troubleshooting steps.
Once the Recipient has logged in, they can expand the Document Request Details and Support Resources sections on the right to view information about the response, the original request, and available support contacts:
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PAYER LIMITATIONS: If a Payer logs in, the right side details will not show any Subject information. Also, the Payer will not see any of the documents.
3. Add a Payer or other Recipients (optional)
At the top of the portal, the email addresses of Recipients initially specified by the responding company are displayed. After logging in, a Recipient can also add additional users as either Recipients or Payers by clicking the +ADD button.
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PAYER ATTRIBUTES. A Payer is a user who can login to the portal and view and pay the invoice using the credit card paywall. A Payer cannot view or download any response documents. They also cannot view Subject names on the right (in case that is sensitive PII).
4. Pay Invoice (if applicable)
If you’ve selected an invoice, the serving party sees a list of your responsive documents and instructions to pay the invoice before downloading. The screen displays the amount due and a link to the invoice.
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NOTES
A. Invoice. The serving party can click on the invoice link to view your invoice.
B. View of Documents. The documents listed (only the first five) are not yet available for download.
C. Information Request Details. The Doc Title and Subjects display only if you've entered that information in Safari.
5. Acknowledge Instructions (if applicable)
If you've provided Instructions, the Recipient will see them above the document download area. If you require acknowledgment, at least one Recipient must provide it (by entering their name and email) before downloading the documents.
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When acknowledged, Safari sends a confirming email to the person acknowledging (the email provides a copy of the Instructions as well as the name, date and time that the Instructions were acknowledged). The confirmation email also goes to the other Recipient email addresses if different than the email of the person acknowledging.
6. Download Documents
The document download page displays after the invoice has been paid (or immediately on login if there is no invoice). A Recipient can download either a zip or individual files:
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Once a Recipient downloads the documents, they can click to confirm receipt and close the portal. The matter status in Safari then changes to 'Closed - Delivery Confirmed'. If a Recipient doesn’t click to confirm, the portal automatically closes 14 days after it was opened. In that case, the matter status changes to 'Closed - Portal Accessed'.
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Other Delivery Portal Features
Automated Reminders 5, 3, and 1 day before Expiration
Every Recipient receives automatic reminders that the portal expires in five days, three days and one day if the documents haven't been downloaded yet.
Portal Revocation Notifications
If a company user closes the delivery portal before the expiration date, all of the portal Recipients and Payers will receive an email message notifying them that the delivery portal has been closed.
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