Import window

PSIsafe Websupports the ability to import content via the Import window. This window appears when users select the Import option while browsing a folder in the Cabinets browser area. The following is a breakdown of the Import Document window:

Import pane

Documents can be dragged into the Drop files here to import section, or you can select the Pick files to Import button and browse to the files. Content imported to PSIsafe Web is added to a list below these windows on the left-hand side.

To begin an import, browse to a folder within the Cabinets browser by clicking the folder icon in the upper-left.

Then, click the down arrow icon and select Import. The Import document screen appears.

To Import content by manually browsing via Windows File Explorer, see Manually import Content to PSIsafe Web.

To Drag and Drop content to PSIsafe Web, see Drag content through Windows File Explorer.

Multiple files can be selected for import at once. However, only one file can be filed each time the File button is clicked. After each filing, the template and metadata can be changed for each subsequent file as needed.

Title pane

The title pane contains the Tab, Template, Title, Sensitivity, and Retention settings.

Tab

Tabs are configured in the Cabinet configuration of PSIsafe Desktop Management. Tab configuration applies across all folders within that cabinet.

Template

Templates are configured in the Templates are of PSIsafe Desktop Management. Note that templates will restrict the type of files that can be imported, as the manager associated with the filetype must also be associated with a given template.

Title

Titles can be input manually, or, by checking the box Enable automatic title updating from index values the user can simply input indexes and the title will form accordingly. Naming parameters can be altered in PSIsafe Desktop Management in the Document Title Editor section.

Sensitivity

Sensitivity determines the document's security class and which users or groups of users can access the document based on this classification. Security Classes and corresponding access can be configured in the Access section of PSIsafe Desktop Management.

Retention

Retention determines how long a document must be stored within the system to maintain company compliance policies. Retention settings are configured in PSIsafe Desktop Management.

Document Indexes and Line Items Panes

Document Records are configured by Data Type in PSIsafe Desktop Management. This Data Type determines the type of field in which metadata can be populated as content is imported or created in PSIsafe Web.

For more information on the Document Indexes and Line Items panes, see Document records.