Education LoginCourse/Exam Description
WHO: For PSIsafe Administrators and/or the System Administrator.
WHAT: This Learning Path covers all sections of the PSIsafe Management console.
WHY: As PSIsafe or System Administrator, you will make a difference for your organization to move to greater efficiencies, making the most of everyone's investment.
You will be responsible for configuring PSIsafe to maximize your internal processes, making internal process improvements through the platform, onboarding new Users in the system, and much more.
That is why learning this content is so important for you and your teams. Once you ace each quiz, you unlock the next video resource. These videos are great to keep handy for refresher when needed. So, dive right in and learn as much as you can!
WHEN/WHERE: Take this Course in small chunks as you have the time. With your login credentials, you can get to the Course from any computer with internet access.
HOW: To get the most out of your learning experience, we recommend you use two screens while learning. On one screen, work through the videos and quizzes at your own pace, pausing and repeating as needed.
On the second screen, have your PSIsafe Management application open and familiarize yourself with the Management matrix and its functions as you are learning. Try it for yourself in tandem with the video presentations.
Training Components
Click on the course topics below to learn more.In this section we will cover:
- Intro - As a System/PSIsafe Administrator, you will learn the ins and outs of the PSIsafe 12 Management Console.
NOTE:
System Administrator -- has access to the server and all sections of the PSIsafe Management matrix. (PSIGEN is System Administrator for all Cloud Clients).
PSIsafe Administrators -- may be granted access to most sections of the PSIsafe Management matrix -- excluding Repositories & System Settings. - Users - How to create and edit User profiles.
- Groups - How to create and edit PSIsafe Groups owned by your profile.
- Repositories - How to create and manage Repositories in PSIsafe Management.
- Cabinets - How to create and manage cabinets' structures in PSIsafe.
- Copy (Cabinets) - How to copy existing cabinets to ensure compatibility.
- Managers - How PSIsafe utilizes Document Managers from your system.
- Classes - How to create and/or name Folder and Document Security Classes and Retention Settings.
- Templates - How to create and edit Naming Templates to auto-apply document-level indexes and other PSIsafe features.
- Access Rights - How to delineate Access Rights to certain Users, Groups and Document Security Classes.
- Workflow Rules - How to create and edit Workflow Rules.
- Workflow Management - How to manage items currently in Workflow; and how to run reports on Workflow items.
- Tracking Active Users - Follow user activity in PSIsafe and Management.
- DocuSign Configuration - Overview of DocuSign configuration for your system. (NOTE: separate DocuSign subscription must be purchased to integrate with this feature)
- System Settings - For Installed customers only. Myriad options for global settings at the server level -- accessible to System Administrators only. (NOTE: If you are a Cloud customer, we are your System Admin)
- Help - What you need to know about: your system's license distribution, how to access Support resources, your current version of PSIsafe.
Training component modules and exams
01-Introduction- 02 - Users
- 03 - Groups
- 04 - Repositories
- 05 - Cabinets
- 06 - Copy Cabinet
- 07 - Managers
- 08 - Classes
- 09 - Templates
- 10 - Access Rights
- 11 - Workflow Rules
- 12 - Workflow Management
- 13 - DocuSign Configuration
- 14 - Tracking
- 15 - System Settings
- 16 - Help
User Settings Quiz- Filing Structure Quiz
- Document Settings Quiz
- Access Rights Quiz
- Workflow Quiz
- Tracking Quiz
- System Settings Quiz
Our Life Hack videos are designed to teach you quick and easy ways to do common actions in PSIsafe 12 as a PSIsafe Administrator. Topics include:
- PDF Form Template Field Mapping - This video short shows you how to map existing PDF Form fields to folder index values during Template creation in Management. Once completed, the PDF Form created in PSIsafe has pre-filled data, based on mapping set up in Management.
- Word Merge Template Field Mapping - Word documents can be loaded into PSIsafe Templates, changed into Word Merge docs, and folder fields mapped for automatic data input in the doc. This process takes place in the Template Section of PSIsafe Management.
- Document Sets - Check out how to create and manage Document Sets by using existing doc-creation Templates. This is a multi-step process -- but the time-savings in the long run is worth the investment!
Training component modules and exams
- 17 - PSIsafe Management LIFE HACKS - PDF Form Field Mapping
- 18 - PSIsafe Management LIFE HACKS - Word Merge Field Mapping
- 19 - PSIsafe Management LIFE HACKS - Document Sets
Enrollment Options
| Name | Duration/Dates | Price | Link |
|---|---|---|---|
| PSIsafe 12 Management On-Demand Training | Perpetual | FREE |
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