Templates

When you file content to PSIsafe Desktop, templates can help you quickly organize the incoming files according to set parameters, and can assist with the indexing and searchability of filed content. To set up templates, go to Document Settings > Templates in PSIsafe Desktop Management.

You must pre-configure content managers and classes before creating templates.

For more information, see Content managers and Sensitivity classes.

The template determines the following parameters for documents:

Document description
Document security
Document retention policy
Create/modify date
Document versioning
Document types to be filed (DOCX, XLSX, PDF, TIFF, and more)
Which document master template to use, and what automated processes the document takes after creation (workflow, email, printing, external saving, custom application)
Document sets