Setup / Intake - ServePort

Setup / Intake - ServePort

Overview

If your company is setting up Safari's ServePort product, your Customer Success Manager will give you specific forms to complete.  For each portal setup, you'll need to fill out two separate documents:
  1. (Your company) ServePort Portal # - Text.docx
  2. (Your company) ServePort Portal # - Fields.xlsx
This help page gives you more information about these forms.

Text Setup

In the text form, you'll see several sections highlighted in yellow for you to complete.  Below is more information about each of the sections. 

Portal Address

Safari creates a unique portal address for each portal.  Part of the portal address includes text that identifies your company's portal.  We recommend that you use your email domain.  If you're setting up an internal domain, use your email domain followed by "-internal" as shown below:
https://app.serveport.com/serve/[email domain]-internal/intake

Portal Title

The top of the portal page shows your company's logo and the title of the portal.  See the image below for an example of a portal titled, "Law Enforcement Portal."

Portal Description Text

This text appears on the right side of the portal home page (i.e., before the Issuing Party has obtained an access PIN):


And it displays again after you've received a PIN, and appears at the top of the intake form (see orange circle):


Form Instructions

This text displays after you have received a PIN and appears at the top of the intake form that the Issuing/Requesting Party will complete (see purple circle).  Note: this text applies to all intake forms (i.e., there is not separate text for each intake form).


Authorized Domains - Internal Portals Only

For internal portals, Safari can limit access exclusively to users with email addresses from your authorized domains.  Safari does this by only sending the access PIN to email addresses matching these approved domains.

Acknowledgment of Receipt

Each intake form made available to the Issuing/Requesting Party supplies an Acknowledgment of Receipt.  This is a “template,” which means that you can incorporate variables into the text.  Below is a list of the variables you can use.  Note you can use a variable only if it's required for the applicable intake form.
  1. [[Company Full Name]]
  2. [[Company Short Name]]
  3. [[Entity Served Name]] (usable only if required available in form)
  4. [[Date-Time Created]]
  5. [[Submitted By]]
  6. [[Submitted By Email]]
  7. [[Served Document File Name]]
  8. [[Served Document File Size]]
  9. [[Type of Document]] (this will be the Subtype Name)
  10. [[Document Title]] (usable only if required available in form)
  11. [[Subject Names]] (usable only if required available in form)
  12. [[Case No. / Internal Reference No.]] (usable only if required available in form)
  13. [[Requested Return Date]] (usable only if required available in form)
  14. [[Safari ID]]
  15. Issuing Party fields (usable only if required available in form):
o [[Organization Name]]
o [[Organization Type]]
o [[Organization Address - Street]]
o [[Organization Address - City]]
o [[Organization Address - State]]
o [[Organization Address - Zip]]
o [[Organization Address - Country]]
o [[Contact Person]]
o [[Contact Email]]
o [[Contact Phone]]
o [[Contact Mobile]]
o [[Contact Fax]]
o [[Additional Email Contact]]

Field Setup

(Information to be completed)

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

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