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Use PSIsafe Books

PSIsafe Desktop and PSIsafe Books share a number of functions, fields, and panel descriptions.

The panel input fields allow you to modify your document filing preferences before filing the content into PSIsafe Desktop. Reference the functions described below to determine how best to apply them to your unique filing process.

  • The Pages to File option is used to file a multipage document in PSIsafe Desktop. If you have scanned a multipage document, enter the number of pages in this window and a single document will be filed in PSIsafe Desktop with the correct number of pages.
  • The Tab list is used to select the PSIsafe Desktop folder tab under which to file the document. This defaults to the tab selected in the company setup.
  • The Sensitivity list is used to select the PSIsafe Desktop sensitivity of the document. In PSIsafe Desktop, sensitivity classes restrict the document to users or groups. The default sensitivity is selected in the company setup.
  • The Retention list is used to select the PSIsafe Desktop retention for the document. In PSIsafe Desktop, documents may be protected using a retention class. The retention class determines how long PSIsafe Desktop protects the document before it may be deleted. Retention is selected in the company setup.
  • The Route To list is used to select the PSIsafe Desktop Workflow rule or user for the document. Documents in PSIsafe Desktop may be sent through a Workflow or to a user directly. When the document is added to PSIsafe Desktop, selecting this option places the document into PSIsafe Desktop Workflow. The first PSIsafe Desktop user in the Workflow will be notified they have documents to view. There are no default Workflow routes built in to PSIsafe Books.
  • The Keywords field is used to enter additional keywords to be stored as metadata with the document. PSIsafe Desktop enables you to search on these keywords using the search feature in. This is another way to tag the document. For example, you can add job number, job type, or customer type. There are no default values for keywords, they must be entered for each individual document.
  • The Title Addition field is used to enter additional information for the document description when the document is added to PSIsafe Desktop. PSIsafe Desktop enables you to search on document descriptions using the search feature. This is another way to add descriptive information to the document. For example, you can add job number, job type, or customer type. There are no default values for the title additions, they must be entered for each individual document. This option is not available on all input panels.
  • The File Document as Attachment check box allows you to attach the current document to a parent document when it is filed in PSIsafe Desktop.

Browse and modify content in PSIsafe Books

Content in PSIsafe Books is straightforward and easy to browse. Much of the functionality, toolbars, and navigation menus are similar or identical to the PSIsafe Desktop client.

PSIsafe Books and PSIsafe Desktop share the same Imageman interface for browsing and editing imported content. See Imageman interface.

To select an imported document:

  1. Click the thumbnail of the content in the image list on the left side of the PSIsafe Books interface.
  2. Zoom in or out, rotate left or right, or flip the image on its axis. To do so, select an corresponding option in the main image toolbar.
  3. Move the selected content forward or backward through the list of images.
  4. You may also delete the current page if it does not need to be filed. For easier filing, you can scan a whole stack of documents and then delete the ones not needed instead of sorting the document prior to data entry. These functions are also available on the toolbar located above the full size page in the center of the screen in PSIsafe Books.

Annotations in PSIsafe Books

In PSIsafe Books, you can add annotations to an imported document as needed. Annotations may take the form of stamps or text. Just as in PSIsafe Desktop, you can also create custom annotations.

After you create an annotation, you can use it to stamp the document and automatically include data, such as date/time, user name and/or user initials.

Once an annotation is added to the document, mark it as permanent using the appropriate menu option from the Image > Make Annotations Permanent.

The annotations toolbar, functionality, and use is identical to PSIsafe Desktop. See Custom stamps and annotations.

Add and Modify Vendors and Customers

In the QuickBooks Entry menu, the standard transaction options that a user would typically find in the QuickBooks application are available.

To associate a customer or vendor from QuickBooks with PSIsafe Books, a brief setup process must be completed. To add or modify a new vendor or customer directly to QuickBooks without having to switch applications:

  1. Select QuickBooks Entry > Add a New Vendor.
    The Add a New Vendor window appears.
  2. To add a new vendor/customer, select Add.
    Alternatively, to modify a current vendor/customer, select them from the list and click Modify.
  3. Enter the appropriate changes and select the location in QuickBooks to add this new vendor or customer.
  4. When the add/modify function is complete, select Done to exit the window.