Workflow - FAQs

Workflow - FAQs

Can I customize the columns in a page that lists Matters?

Not currently, but that is a feature we plan to add in an upcoming release.  If this feature is important to you, please send us a feature request email to support@safarilaw.com.

What should I enter if there is no Case No. on the served document?

If there's no case number, enter an identifier (e.g., Serving Party's internal ID or Safari Response ID). Avoid using "None" or "N/A".

How many subjects are accepted per matter?

Safar allows 100 matters per matter.

Our company has created a “user” with an email address that's a distribution email to a team, so we can add the “distribution user” to a matter as a Participant and send a note to everyone on the distribution list.  However, some or all users in the list aren't receiving the email from Safari with the Note/New Participant email.  How can we fix that?

Please confirm the distribution list user is active.  Then, that some users DO receive the emails and others do NOT.  For anyone that doesn’t receive them, ask them to check their SPAM folder.  (Although we have no control over this, a distribution list won't selectively choose to include some people and exclude others.  Most likely the emails are ending up in SPAM/JUNK and users don’t realize it.)  If NOBODY gets the email, it's being blocked and they should check with IT.

Also, they should check to make sure their distribution list is allowed to be called externally.  Many times, a distribution list requires the sender to have the same domain.  If that's the case, it won’t work since our emails will come from no-reply@safarisop.com.

Can I see the full middle name in a Subject Name?

Safari now displays individual subject names with more detail beyond one field, including First, Middle, Last names and Suffix.
Note: If the number of characters in each field exceeds the box, simply expand the divider to the right to show all of the characters in each field as shown below. 



Is there a question that we haven't answered?  Please send it to support@safarilaw.com and we'll add it to this FAQ.

 





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