SDM - Document Viewer

SDM - Document Viewer

Served Document Manager™ - Document Viewer

The Document Viewer is where you review, classify, and route the documents inside an Intake Event. The full Intake Event file appears on the right, and a panel on the left lets you navigate between documents, manage the reviewer assignment, and track the routing actions you've applied. This is the screen you'll open whenever an Intake Event needs a closer look before it goes out.

Document Viewer: Header Buttons

Three buttons sit at the top left of the page:

  1. Finalize: routes every document in the Intake Event. You can only click this once every document has an action assigned.
  2. Save Draft: saves your in-progress changes without routing anything, so you can come back later.
  3. Close: exits the viewer and returns you to the Intake Events page.

Document Viewer: Left Panel

The top of the left panel shows the key details for the Intake Event:

  1. Intake Event ID, total document count, and document breakdown.
  2. A download icon to save the full Intake Event as a single PDF.
  3. The reviewer's name, plus a Reassign link to hand it to someone else if needed.
  4. Date and time received.
  5. Source and source details.

Below that, the panel has two tabs: Table of Contents and Thumbnails.

Table of Contents

The Table of Contents lists every document the system identified within the Intake Event file. Each row shows:

  1.  A document icon, click it to open that document in the right-side viewer
  2. The page range.
  3. The document type and subtype.
  4. A color bar on the left; each document has its own color, and that color carries through to the Thumbnails and the right-side viewer so you can tell documents apart at a glance.
  5. An action badge, once you've assigned an action.

If the Intake Event has supporting documents attached, a Supporting Documents section appears below the main list, separated by a divider. Each one shows as a link that opens the file in the right-side viewer. This section only appears when supporting documents exist.

Info
After you select Finalize, a download button appears next to each individual document in the Table of Contents, letting you save any one of them as a standalone PDF.

Thumbnails

The Thumbnails tab shows a page-level preview of every page in the Intake Event file, grouped by document. Click any thumbnail to jump straight to that page in the right-side viewer — the page you're currently viewing is outlined in green. You can also split documents from this view; see SDM - Document Viewer Actions for more information.

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

    • Related Articles

    • SDM - Document Viewer Actions

      Served Document Manager™ - Document Viewer Actions In the Document Viewer, every document in an Intake Event needs an action assigned before you can finalize and route the event. An action is simply your decision about what should happen to that ...

    • SDM - Overview

      Served Document Manager™ - Overview Legal documents arrive from all directions — registered agents, headquarters or branch offices, mailrooms, uploaded by hand, or through ServePort, Safari's portal for voluntary service of process. Each channel ...

    • SDM - External Subtypes

      Served Document Manager™ - External Subtypes External Subtypes let system admins define Subtypes for documents that route somewhere other than Safari's fulfillment systems — most commonly Non-Served Documents (NSDs). An NSD is any document that ...

    • SDM - Documents: Matter Uploads

      Served Document Manager™ - Documents: Matter Uploads When creating a new matter from the matter list page, you can upload on Served Document and any number of Supporting Documents to the matter. Depending on your company's AI settings, once a Served ...

    • SDM - Intake Events

      Served Document Manager™ - Intake Events The Intake Events page is the main workspace in Served Document Manager™ (SDM). Every legal document that comes into SDM shows up here as an Intake Event, whether someone uploaded it by hand or it was pulled ...