Filing structure

The PSIsafe Desktop filing structure is a folder-centric filing system. For example, a "Client" cabinet has a folder for each client, a "Vendor" cabinet has a folder for each vendor, and so on.

PSIsafe Desktop enables you to set up the following work objects.

  • Database

    A separate installation of PSIsafe Desktop with its own users, templates, and other configuration information.

  • Repository

    A group of cabinets to which a user can have access rights.

  • Cabinet

    A group of folders with common folder index and tab structures to which a user can have access rights.

    You can add as many cabinets as necessary to a single repository.

  • Folder

    A group of documents with unique indexes filed under tabs, such as a client folder, a vendor folder, or a patient folder.

  • Tab

    Groups the documents within each folder. This is consistent within each folder of a given cabinet.

  • Document

    An individual document of any format, with a description filed in PSIsafe Desktop.

Defining your filing structure

Your basic filing structure and the governing organization scheme of your Repositories, Cabinets, Folders, and Tabs are all configured as a part of the onboarding process. Administrators continue this organization structure and implement changes and updates as needed.