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
 › System settings

System settings

The PSIsafe Desktop Management system settings section is the core of many advanced features to PSIsafe Desktop, and includes options to modify many of the backend areas of the product architecture.

The system settings include the following major sections:

  • Database connections\registration
  • System passwords
  • Notifications and alerts
  • Options
  • Tools
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