Using Response Portal: Instructions

Tom

This help page offers screenshots and explains each step for the Serving Party / Requester.  

Overview

ServePort's delivery portal is designed specifically for serving parties to securely and conveniently receive responsive documents from companies.  Here's an outline of the process:

1. Serving Party receives login credentials:  ServePort generates login credentials and sends them via email (from no-reply@serveport.com).

2. Serving Party logs in:  The notification guides the serving party to a unique login page where they enter the provided credentials, request a one-time PIN, and input the PIN.

3. Serving Party pays invoice (if applicable):  If the company responded has generated an invoice for its costs, the serving party is presented with a credit card form.  You can view the uploaded document list but must pay the invoice with a credit card before downloading the response documents.

4. Serving Party downloads responsive documents:  The serving party can choose to download a zip file containing all the responsive documents or access and download each document individually.

1. Serving Party Receives a Portal Notification with Login Credentials

Below is an example of the portal notification email from no-reply@serveport.com.  

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2. Serving Party Logs In 

The SecureShare URL link takes the user to the login page with the Response ID prefilled: 

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When is a PIN required?   ServePort automatically requires a PIN for security.  

How does the Serving Party receive the PIN?  The PIN is always sent to the email in which the serving party received the portal email instructions.  

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3. Serving Party Pays Invoice (if applicable)

If the company has generated and presented an invoice, the serving party sees a list of the 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 the 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 they have been entered by the responding company. 

4. Serving Party Downloads Responsive Documents

The document download page displays after the serving party pays (or immediately on login if there is no invoice). The serving party can download either a zip or individual files.
  

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Once the serving party downloads the documents, they click to confirm receipt and close the portal.  

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