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Document sets

With document sets, you can create a collection of documents in PSIsafe Desktop without having to complete the creation process multiple times. If groups of documents are commonly used together, you can group them into a document set, so that PSIsafe Desktop users can create them all at the same time. In short, multiple templates can be associated with a cabinet's document set, and regardless of the managers/extensions associated with those templates, the creation of the document set can be configured to suit your business needs.

Document set criteria for eligibility

To see if a template is eligible to be a document set, click the template and click Document Set Validity at the bottom of the screen.

The following message may appear: Template not eligible to be used in a document set for the selected cabinet "[Cabinet]."

Criteria for eligibility:

  • Only one tab for this cabinet must be defined in restrict appearance selection.
  • Only one manager must be set.
  • Only one extension must be set.
  • Defined extension must have a valid document file associated with it.
  • Document-level indexes must not have "Is Required" attribute set.
  • Extension must not be XFM for fillable forms. Only PDF Forms are supported.
  • Extension must not be DOC for Word Merge. Only DOCX Word Merge Forms are supported.
  • Post Template action (Workflow & Export) must be fully defined (if applicable).

Understanding document sets

To maintain compatibility with a document set, while a single template must have only one manager and extension associated, and also must have a valid document "picked" and associated in the template setup process, a document set can be created for any cabinet and be modified to allow for subsequent workflow processing.

A document set is primarily used for a set of documents that the PSIsafe Desktop user wishes to create in a single filing process. A good example is onboarding documents. Most organizations typically have an established onboarding process, with multiple documents that may span multiple file types (for example, PDF, DOCX, and so on.). Bundling these documents together into a defined document set will allow PSIsafe Desktop users to create the documents based on their business needs. Forms, either PDF or Word merge, have the ability to pull in folder index data and simplify the process further.