Create document set
After the setup process is complete, multiple ways are available to create your document set as needed.
- If you selected Create W/New Folder, creating a new folder reveals the document set already present in the newly created folder. If applicable, merged form data from folder indexes is also present.
- To manually create a
document set, click
A subsequent window appears in which you can select the appropriate document set for creation.
Once selected, the document set is automatically created and placed within the active folder. As stated previously, any PDF form or Word merge field data that has been linked to folder indexes is automatically populated within the created documents, saving PSIsafe Desktop users significant time during the import and filing process.