Documents & Templates
Docs - Network Error Troubleshooting
Sometimes users will experience an error uploading a file similar to the image above. If that occurs, please do the following to troubleshoot: Whitelist Safarilaw.com, Safarisop.com, secure-share.com, and serveport.com. Download the instruction guide ...
Docs - Uploader and Collections Workflow
Overview Safari simplifies the workflow when gathering documents or categories of documents in response to subpoenas or document requests (called "collections"). The system initially stores documents in the Collections folder. Once there, you can ...
Docs - Bulk Actions
Overview Within each folder, you can select multiple documents and then choose one of the following bulk actions: download, move, or delete. For any bulk action, you must click SAVE to complete the action. You can also complete for an individual ...
Docs - Folders and Subfolders
This help page contains information about folders, subfolders, subfolder groups, and folder alerts. Overview Safari's view of a matter allows you to see data on the left while also viewing documents on the right. Safari organizes documents for you ...
Docs - Create Document from Template
Overview VIDEO TUTORIAL (3 mins) - Create PDFs and send Correspondence from Templates Templates are a powerful automation tool to create standard form documents. Templates use "variables" (i.e., field values), which automatically populate with the ...
Docs - FAQs
Does Safari support drag-and-drop upload of files? Yes. Within each folder, the table header and immediately below it is a drop zone. You can drag one or multiple documents directly into this zone and Safari uploads it for you. Are there any file ...
Docs - View, Download, and Move
Overview Within Safari, you can view documents uploaded to the system in PDF or image format. You can download and open documents on your computer that you can't view with your browser. Problems viewing a PDF in Safari? See the Documents FAQ page. ...
Docs - Upload, Edit and Delete
Overview Safari is easy to use for uploading documents: Very large file size: You can upload documents as large as 50GB. No limit on number (but max of 5,000 in a matter): You can upload and store an unlimited number of documents at no extra cost, ...