Import, create, and edit documents

New vs. Import

PSIsafe Web has two major ways of storing content. The first is to use the Import function to import existing content created in a third-party program for storage or editing within PSIsafe Web. The second is to create a new document within the interface that is checked out automatically to begin editing. Explore the topics below to learn more about these methods.

Import content to PSIsafe Web

With PSIsafe Web, users can import content exclusively through their web browser. The PSIsafe Web browser-based client offers a filing method through the Import Document window, which can be used to organize documents with a variety of indexing options. PSIsafe Web supports diverse document types from PDF, DOCX and TIFF to video files and proprietary design software source files.

PSIsafe Web supports two distinct file import options. Click a topic below to learn more:

Understanding the Import window: Learn about the different sections of the Import Window and how they may affect your import and workflow process.

Manually import content to PSIsafe Web: Browse via Windows File Explorer and select the content to upload.

Drag content through Windows File Explorer: Drag and drop the content to upload into the Import Document window.

Create new documents in PSIsafe Web

To create a new document, first select and open the preferred repository and cabinet via the menu in the upper-left selection menus of the interface. Then browse to a folder where you'd like to create a new document, or simply click the Import icon.

Additionally, you can hover on the down arrow and click New.

When the Import Document window appears, manually enter the following information.

Tab

Tabs are configured in the Cabinet configuration of PSIsafe Management. Tab configuration applies across all folders within that cabinet.

Template

Templates are configured in the Templates area of PSIsafe Management.

Templates restrict the type of files that can be imported, as the manager associated with the File Type must also be associated with a given template.

By selecting Show only Templates with restrictions, the user can narrow down the list of templates to those with restrictions. Templates can have several kinds of restrictions, from the location (Repository, Cabinet, and Tab) to the users or user groups allowed to create them. Only select this option if you are sure that the template you wish to use is restricted to the location you've selected, your user, or your group.

Managers

Managers are configured in the Document Settings area of PSIsafe Management. Note that templates restrict the type of files that can be imported, as the manager associated with the File Type must also be associated with a given template.

File As

The File As menu gives you a list of available File Types by extension for the associated manager to the selected template. These File Types are configured in PSIsafe Management.

Title

Titles can be input manually, or by selecting Enable automatic title updating from index values, the user can simply input indexes and the title will form accordingly. Naming parameters are altered in PSIsafe Management in the Document Title Editor section.

Sensitivity

Sensitivity determines the document's security class and which users or groups of users can access the document based on this classification. Security Classes and corresponding access can be configured in the Access section of PSIsafe Management.

Retention

Retention determines how long a document must be stored within the system to maintain company compliance policies. Retention settings are configured in PSIsafe Management.

Once the associated metadata of the document is complete, Document Records can be completed. For more information, see Document Records.

Another way to populate folders is by using PSIsafe Synchronizer and PSIsafe Books to populate vendors and customers from QuickBooks by synchronizing folder index data from the main PSIsafe database.

"Do you want to Check Out document?" is a notice displayed after creating a new document. This expedites the process of beginning to edit your newly created document and ensuring no other users attempt to do so until you check the document back in.

To edit a document, left-click the folder, then select the document. Documents must be checked out to begin the editing process. After selecting the document, click the down arrow and click Checkout, or right-click the folder and click Checkout. For more information, see Checkout, Undo Checkout and Checkin. When you've completed editing the document, check it back in and upload the changed content during the checkin process.