Use notes on folders
With notes you can convey important information on a specific folder to others within the organization. You can also create notes using Index Snapshots, which can help you transition from one set of index values to another, or to keep old index values on file for reference.
You can add notes with an alert on the folder screen. To do so, click New Note.
When the note is added, select the Alert button.
The flag will flash red to inform users to check the note.
To remove the flashing red flag, clear the Alert box.
A note indicates the date and time and the user who added the note.
You can delete, print, or email notes.
Index snapshot as note
Folder indexes are routinely updated in the course of business. However, there are times when a snapshot of the current indexes can come in handy for future reference. You can save index snapshots as a folder note. You can do so on a case-by-case basis (at the folder level) using the PSIsafe Desktop Client, or in bulk (at the cabinet level) using PSIsafe Desktop Management.
Through PSIsafe Desktop Client
To add indexes snapshot using the Client, select the folder, right-click the indexes, and click Add All Indexes Snapshot As Note.
The new note is automatically titled as "Indexes Snapshot: <date>" and contains index description and value.
Through PSIsafe Desktop Management (administrator)
Log in to PSIsafe Desktop Management as the administrator or another authorized user.
- Click .
- Select the cabinet with the index values to include in the snapshot.
- Select a user who will create the snapshot attached to the folders as notes.
- Click Apply to complete the process.