PSIsafe Desktop The following topics detail the end-user interface and general experience with 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 Capture and import content using PSIsafe Desktop Filer Export content from PSIsafe Desktop 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 User HelpPSIsafe User Help