Tungsten AutomationPSIsafe User Help
  • Introduction
  • PSIsafe Desktop
    • Log in to PSIsafe Desktop
    • Interface
      • Cabinets interface
      • Preview pane
      • Imageman interface
      • Custom stamps and annotations
      • Custom columns
    • Folders
      • Create and Edit Folders
      • Copy and move folders
      • Merge and mark folders
      • Export folder indexes
      • Use notes on folders
    • Documents
      • Document functions and features
      • Document records
        • Types of document records
        • Edit document data and records
      • Capture and import content using PSIsafe Desktop Filer
        • Document Filer window
        • Document Specifications box
        • Scan content to Filer
          • Edit and save in Imageman
        • Import content to Filer
        • Drag content to Filer
        • Drag emails from Microsoft Outlook
        • Drag content through Explorer
        • Send to PSIsafe Desktop option
          • Adjust Filer monitored directory
        • Print to PSIsafe Desktop option
      • Export content from PSIsafe Desktop
        • Export content to hard drive
        • Email content from within PSIsafe Desktop to Microsoft Outlook
          • Note on Email attachments
        • Email content through SHARE
      • Compare documents
    • Batch Capture
      • Batch Capture Read Location Setup
      • Batch Capture Load
      • Batch Capture Manual File Mode
      • Batch Capture Template File Mode
      • Batch Capture Auto File Mode
      • Batch Capture custom columns
    • Search
      • Document search
      • Document search results screen and functions
      • Full text document search
      • Folder search
      • Folder search results screen and functions
      • Advanced search options
    • PSIsafe DocuSign
    • PSIsafe Share
      • Add and edit the address book
      • Send and manage documents
      • Receive shared documents and use the Share portal
    • Workflow
      • Workflow rules
      • Additional points
      • Route items
      • Workflow toolbar
      • General workflow interface
      • Workflow settings
      • Recall workflow item
      • Bundled documents
    • Scheduler
      • Create a new scheduled item
      • Scheduled item status and history
      • Scheduler additional features
      • Right-click function in scheduler
      • Email notifications
    • Recycle bin
  • PSIsafe Books
    • Connect PSIsafe Books to Intuit QuickBooks
    • Import to PSIsafe Books
    • Use PSIsafe Books
  • PSIsafe PDF Forms Monitor
    • Create or edit a Table-Form pair
  • PSIsafe Retriever
    • PSIsafe Retriever installation
    • PSIsafe Retriever operations
  • PSIsafe Mobile
    • Log in to PSIsafe Mobile
    • Work with folders
    • Work with documents
Introduction

Introduction

Use this help to get online assistance for all PSIsafe Desktop components.

Quick Links

Use these links to quickly locate details about:

PSIsafe Desktop

  • Interface

  • Folders

  • Documents

  • Batch Capture

  • Search

  • PSIsafe DocuSign

  • PSIsafe Share

  • Workflow

  • Scheduler

  • Recycle Bin

PSIsafe Books

PSIsafe PDF Forms Monitor

PSIsafe Retriever

PSIsafe Mobile

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