Document Filer window

• Title

  By default, document titles are created automatically by the strings of indexes provided under Document records. To create titles manually, clear the Enable automatic title updating from index values check box and type a custom title name in a Title field. You can see this title in the Document list using the Tungsten PSIsafe Desktop browser.

• Folder

  Specify the folder to place your document. By default, if you initiate the Filer window by dragging the document directly to the appropriate tab for the respective folder, the corresponding information is automatically filled out in Filer. To select a folder, click the ellipsis button to the right of the Folder field. A folder selection window appears. Select the preferred folder and click OK.

  Alternatively, select New to create a new folder. It requires you to fill out the initial folder indexes specified in your cabinet configuration (see Cabinets in the Tungsten PSIsafe Administrator Help).

• Tabs

  If not automatically selected through your import or capture method, you can select a tab manually from the list. To configure a tab, go to Management > Cabinets > Tabs. You can see Tabs in the Document list of PSIsafe Desktop browser.

• Template

  Templates determine the file types (document managers), preconfigured document indexes (records), and workflow options for a document, and can be restricted to repositories, cabinets, users, groups, and tabs. For more information, see Configure Templates in the Tungsten PSIsafeAdministrator Help.

• Document records

  Formerly called "Naming Segments," this function is used to attach a new level of metadata directly to documents. You can search and use indexes on documents to synchronize and manage relevant information in a variety of ways. You can add multiple records to each file stored securely in PSIsafe Desktop. The "Document Records" function includes:

  • Continuous add

    Select this check box to automatically create a new record attached to the file after you complete the initial record, and click Add.

  • Asterisk (*)

    You must fill out required fields indicated by an asterisk (*) to complete the record through the Add button.

  • Pick list

    Some fields are configured with pick lists. Pick a selection from the list. If the setting Allow clients to manually update the list is enabled in the Pick List options of the template within PSIsafe Desktop Management, manually add a new option to the list.

  • Check box (Boolean)

    Some fields merely indicate a true or false statement through a check box.

  • Currency and Decimal

    Fields with currency set as data type indicate a monetary value for the field. Some non-monetary values are indicated with a decimal field that can be easily spotted with the addition of a period (.) after the initial input value.

  • Autonumber

    Fields with this option enabled are automatically filled out based on certain variables defined in PSIsafe Desktop Management.

• Additional options in the Details tab
  • File only

    File content without further configuration.

  • File/Route

    You can specify workflow rules and routing to specific PSIsafe Desktop users or groups.

  • File all documents

    File multiple documents that you dragged or placed into the Filer monitored directory. Each document is filed to the same location specified continuously until the queue is empty. To apply automatic naming, select the Enable automatic title updating from index values check box. Records are disabled for this feature, and typically the document title defaults to the first original file name of the imported content.

  • Preview On/Off

    To preview content when the filer opens, click the Preview On button.

After you specify the essential details on the Details tab, you can extend the content options.

The rest of the information needed to store a document in PSIsafe Desktop using Filer has to do with a variety of location and security information, as well as some miscellaneous options.

• Repository

  The designated repository for filing, set as a setup in Management > File Structure > Repositories.

• Cabinet

  The designated cabinet for filing, set as a setup in Management > File Structure > Cabinets.

• Sensitivity

  To set a document security class as a setup, go to PSIsafe Desktop Management.

• Retention

  Set a document's retention (how long the system keeps it) in PSIsafe Desktop Management.

• Manager (Ext)

  Set a specific document manager (program that will open the document) as a setup in Management > Managers.

• Primary Sort Index

  When you pick a folder on the Details tab, the Folder Picker window displays your chosen primary index in the columns. To change it, click the ellipsis button to the left of the search image.

• Reference Index

  This is the reference index used for searching and reference when you browse the Folder Browser section of PSIsafe Desktop.

• Attachment

  Attach the specific document to another document in the child-parent document hierarchy of PSIsafe Desktop.

• Keywords

  Specify keywords to use for enhanced search functionality.

• Schedule

  Specify a date for scheduling. To further define it, select File only or File/Route.

• Delete files from drive

  Once filed, the source files are removed from the Windows storage location. Use this option with caution.

• Show restricted templates

  Filter the template list to options restricted to that user or location.

• Convert document to PDF

  Convert non-PDF source documents to PDF format on filing.