Cabinets interface

The navigation menu on the left-hand side of the PSIsafe Desktop interface serves as the selection tool to determine the Repository and Cabinet, and all the folders stored within.

• File - Change User, Access PSIsafe Management, or Exit.

• Layout - Each user has options of setting up their layout according to their unique needs.

• Search - Allows search over all repositories and cabinets. Type in the field and hit the "Search" button to perform a quick search with that term.

• Options - A Host of Theme, Appearance, and other organization elements of the PSIsafe Desktop client.

• Help - Displays a list of help menu options.

• Open - Opens the folder currently selected.

• New - Create a new folder - (rights driven).

• Edit - Edit current folder - (rights driven).

• Delete - Delete current folder - (rights driven).

• Tools - Route folder, mark folder to move with documents to a compatible cabinet, select all in list, unselect all, and using the folder actions, populate folders from excel spreadsheet, import or export indices.

PSIsafe Desktop supports a variety of shortcut keys that are operational in most areas of the product. Shortcuts are performed by holding the Ctrl key and pressing the desired letter.

Supported Shortcuts:

• A = Select all (Folder/Document)

• B = Back (Document)

• C = Copy Folder Indexes (Folder)

• D = Bookmark (Folder/Document)

• E = Edit (Folder/Document)

• F = Find/Search (Folder/Document)

• H = Refresh (Document)

• I = Check-in (Document)

• K = Check-out (Folder – Open, Document - Check out)

• L = Schedule (Folder/Document)

• M = email (Document)

• N = New (Folder/Document)

• O = Open (Folder/Document)

• P = Print List (Folder/Document)

• R = Route (Folder/Document)

• S = Scan (Document)

• T = Toggle Hide Tab if Empty (Document)

• V = View (Document)

• X = Export (Document)

The Cabinets interface in the upper-left of PSIsafe Desktop allows you to quickly select the appropriate Repository and Cabinet that you wish to browse. When you open a Cabinet, it is displayed as a Tab just below the main navigation menu at the top.

• Repository: Select the appropriate Repository you wish to browse from this dropdown menu.
• Cabinet search: Click this field to type in a search term to filter the currently selected Cabinetlist.
• Cabinet select: Click to select the appropriate Cabinet.

The PSIsafe Desktop Explorer is based off the File Explorer interface, and displays the currently accessible files within your workstation. Use this window to quickly move content into PSIsafe Desktop by dragging and dropping a document into the Folders or Document List panes.

The side navigation menu in the bottom-left has four tabs:

• Cabinets: Opens the Cabinets browser to navigate all the folders and documents within your PSIsafe Desktop installation. This is where you can view, edit, and create the content stored according to your company's unique organization scheme.
• Batch Capture: Opens the Batch Capture module to allow easier import of multiple documents with a streamlined template selection column and corresponding preview pane.
• Workflow: Opens the Workflow module to allow distribution and routing of content stored within PSIsafe Desktop.
• Recycle Bin: Opens the Recycle Bin module to allow permanent deletion or restoration of deleted content within PSIsafe Desktop.

The Dashboard tab will always open by default after logging into PSIsafe Desktop. This acts similarly to a "homepage" for the product. The dashboard is broken up into a few simple panes to allow easy navigation to different Cabinets and pending action items.

• Previously Viewed Cabinets: Displays your most recently viewed Cabinets.
• Workflow Counts: Displays a list of preconfigured Workflow types with unread and total values across your organization.
• Bookmarks: Displays your bookmarked folders and Cabinets.
• Assigned Content: Displays Assigned Content that has been routed to you through Workflow.

  The Active and History tabs display current and past Assigned Content respectively.