PSIsafe Retriever

PSIsafe Retriever is used to connect the PSIsafe Desktop management software to external business data applications (for example, ACT!, Goldmine, QuickBooks, and so on). It provides access to documents stored in PSIsafe Desktop based on the information retrieved from the external business application.

After the connection to the business application is set, PSIsafe Retriever links the current business application's record to the associated folder in PSIsafe Desktop. This enables you to directly access relevant documents without switching applications and searching for relevant documents.

PSIsafe Retriever can be connected to more than one application. For example, it could be setup to connect to ACT! for contact management and MAS-90 for the accounting function. PSIsafe Retriever will follow the application that has the mouse focus.

This topic describes the installation process, user interface, navigation, and functionality of the PSIsafe Retriever module within PSIsafe Desktop. A valid PSIsafe Desktop installation is required to start retrieving documents.