Tungsten AutomationPSIsafe Administrator Help
  • Introduction
    • Log in to PSIsafe Management
    • System passwords
  • Key concepts
    • Filing structure
    • Administrator role
  • User settings
    • Add and edit users
      • Profile basic information
      • Set up account permissions and settings
      • Assignments
    • Delete user
    • Windows Users
    • Microsoft Entra Users
    • Groups
  • File structure
    • Add or edit repository
    • Add or edit Cabinets
      • Set details
      • Add folder indexes
      • Define tabs
      • Set advanced options
    • Copy cabinets
  • Document settings overview
    • Content managers
      • Set up details
      • Set up local managers
    • Sensitivity classes
      • Folder sensitivity classes
      • Document sensitivity classes
      • Set up a Retention Class
    • Templates
      • Configure templates in PSIsafe Management
        • Template details
        • Associate managers, extensions, and forms
        • Set up document indexes
        • Set up template options
      • Set up template restrictions
      • PDF forms
        • Create form in Adobe Acrobat Pro
        • Associate PDF form with PSIsafe Management template
      • Word merge DOCX forms
        • Create Word merge DOCX form in Microsoft Word
        • Associate Word merge DOCX form with PSIsafe Management template
      • Document sets
        • Set up document set
        • Create document set
  • Access rights
    • Rights management
    • Add and edit access rights
      • Edit folder rights
      • Edit document rights
      • Advanced right commands
      • Least and most restrictive rights
  • Workflow management
    • Add and edit workflow rules
      • Configure business holidays
      • Print rules
      • Add rule
        • Fixed decision type
        • User decision type
        • Variable decision type
        • End decision type
    • Recall workflow items
  • DocuSign
    • Configure DocuSign
      • Enable DocuSign Integration
  • Tracking
    • Active users
    • Reports
    • Operations
    • Example Reports
    • Audit shared items
  • System settings
    • Database connections\registration
      • Add or edit databases
        • Delete database
    • Reset system passwords
    • Notifications and alerts
    • Options
      • General options
      • Paths
      • Filer
      • Masks
      • Categories
      • Custom status
      • Login
      • File size
      • SHARE
      • Password
    • Tools
      • Document size
      • Diagnostics
      • Database management
  • Microsoft Entra ID
    • Create a new tenant in Microsoft Entra
    • Register your PSIsafe application
    • Register PSIsafe with Microsoft Entra ID
  • Help
  • PSIsafe Synchronizer
    • PSIsafe Synchronizer prerequisites
    • PSIsafe Synchronizer configuration
 › Key concepts

Key concepts

To learn about the key concepts related to administering and managing Tungsten PSIsafe Desktop, see:

  • Filing structure
  • Administrator role
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