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Safari Tutorial Library

Click on the link below to start the download of your Tutorial. Choose "save to my PC" and save it in a folder of your choice. To play, double-click on the Tutorial title you would like to see.
Bookmark this page! You may want to return to this webpage and download or view again.

CLICK HERE FIRST: How to use the Safari Training Videos

BEGINNER'S BASICS

Logging On and Off Safari
Applicant Overview
Client Overview
Adding Applicants Into Safari
Adding Documents To Existing Files
Attaching Images to the Applicant File
Adding Data Using Quick
Adding a Company and a Contact
Adding a Contact to an Existing Company
Adding Documents to the Contact File
Copying Text Into/From Documents
Adding a Job Order
The "Who Is" Look Up
Making a note of your conversation in Tracking
Making a Match and Placement
Map It!
Setting your Employee Preferences
Change Your Password

HOW TO SET UP A NEW WORKSTATION

Setup and connect from a new PC
Setting AntiVirus Exclusions
Switching Video Modes

DAILY PLANNER AND TRACKING SYSTEM

Daily Planner Overview
Making a reminder to call someone at a later time
Making a note of your conversation in Tracking
Sending a message to another person
Scheduling an appointment
Conferencing a message to several employees
Searching the tracking system

EXPORTING

How to setup an Export Table - Delimited
How to setup an Export Table - Tag & Value
How to use an Export Table that you have set up

IMPORTING

Outlook® Email Importing
Set up to Import Data
Importing Applicants from a Website
Importing Scanned Resumes
Importing Resumes Submitted in Word
Importing E-Mails
Importing just one at a time

 MANAGEMENT REPORTS

Where to find all the report functions in Safari
How to customize your Activity Reports
How to view your Activity Reports

MASKS and SCREENS

All about Masks & How to make your own Custom Forms
Custom screen (Mask) ideas

PRINTING/FAXING/EMAILNG

PRINTING
Printing and Preparing a Packet
How to setup multiple Local Printers
How to setup Printer Codes for fancy fonts
How to check your Safari Print Spooler
 
FAXING
Faxing - locally with WinFax PRO
Faxing thru the network thru a WinFax PRO host
 
EMAILING
Writing a letter and emailing it
Emailing with the F10 "Instant Email" key

PUTTING IT ALL TOGETHER

Run a search, prepare a packet, and then create a match
Entering Tracking activities and Reporting on them

SEARCHING BASICS

From the Main Menu
            -   Search Applicants
            -   Search Companies
From an Applicant File
From a Job Order
Applicant or Contact Names
Searching the Tracking System

SEARCHING SETUP

Synonyms, dos and don'ts
Groups
Implications (Advanced)

TIME AVAILABILITY

Time Availability

UTILITIES and ADMINISTRATION

Set Up Firm Preferences
Set Up a New Employee and Employee Security
Safari Security Settings
Logging off a Port
Logging on and off SYSPROG
Setup and connect from a new PC
Testing for Graphics and Icons
Mapping image and document folders in Safari

BILLING

Billing Files and Features

ADVANCED TRICKS and APPLICATIONS

Recording .wav and sound files with Safari (like an interview)
Recording .avi and video files with Safari
Using 2 Safari Sessions (or more) at once

REPORTS

Reports from the Safari System

 

 

 
 

Phone: (920) 485-4100
Email: info@safarisoftproducts.com

2006 Safari Software Products - All Rights Reserved
Horicon, Wisconsin USA