Introduction

This help system is intended for administrators who are responsible for using the PSIsafe Management application to configure, customize and manage the PSIsafe Desktop product environment to suit the filing structure and compliance policies of their business.

PSIsafe Management is the central configuration, customization, and administration application for the PSIsafe product family. In this application, you can create and define Repositories, Cabinet structure, users, access rights, and document templates. You can also configure and define workflow rules, send and sign documents, and even share content externally as needed.

The topics in this help system are designed to mirror the PSIsafe Management interface, and is organized to match the navigation menu on the left-hand side of the application.