Capture and import content using PSIsafe Desktop Filer

This topic covers various methods of capturing or importing content to the PSIsafe Desktop client. Incoming documents are filed into PSIsafe Desktop through the Filer application, which runs independently of the desktop client. PSIsafe Desktop Filer can help you organize your documents with a variety of index, storage, and security options. This feature also supports virtually any document type, from PDF to DOCX and TIFF, as well as unique or custom extensions for diverse applications. The platform can also connect to a wide range of third-party software solutions (many EXE Windows-based programs can be assigned as content managers, though connected functionality may vary).

PSIsafe Desktop Filer offers a variety of import and capture methods throughout PSIsafe Desktop. To interact with Filer, import your files through one of the many methods in the following sections. After you initiate a valid document intake method, use the Filer window to fill out the corresponding metadata before filing. While there are many ways to access a Filer window, the window contents, fields, and functions remain the same across each import method.