KofaxPSIsafe Web User Help
  • Introduction
  • Log in to PSIsafe Web
  • Import and create content in PSIsafe Web
    • Content creation in PSIsafe Web
    • Create and edit folders
    • Import, create, and edit documents
    • Import window
    • Manually import content to PSIsafe Web
    • Drag content from Windows File Explorer
    • Import content externally
  • Document records
    • Types of document records
    • Create document data and records after import
    • Edit document data and records
  • Download content from PSIsafe Web
    • Download content to hard drive
  • Search
    • Create, Save, and Load Searches
    • Document search
    • Document search results screen and functions
    • Folder search
    • Folder search results screen and functions
  • Checkout, Undo Checkout, and Checkin
  • Preview pane
  • Lock and Unlock
  • Suspend and Unsuspend
  • Column chooser
  • Use notes on folders and documents
  • Information
  • Trace
  • Getting help with Kofax products
Introduction

Introduction

Use Kofax PSIsafe Web User Help for details about logging in and working with PSIsafe Web.

Quick links

To quickly locate details about Kofax PSIsafe Web, use the following links:

  • Log in to PSIsafe Web

  • Import and create content in PSIsafe Web

  • Document records

  • Download content from PSIsafe Web

  • Search

  • Checkout, Undo Checkout and Checkin

  • Preview

  • Lock and Unlock

  • Suspend and Unsuspend

  • Column chooser

  • Notes

  • Information

  • Trace

  • Getting help with Kofax products