PSIsafe 12 End User On-demand Training

In this section we will cover:

• Dashboard - Getting started --what are all of those panels and features on the PSIsafe 12 Dashboard?
• Structure - Let's dive in to see how PSIsafe is organized.
• Working with Folders - What do I need to know about folders in PSIsafe?
• Intro & Drag-Drop Filing – What?!? You mean there's more than one way to bring documents into PSIsafe? For starters, how do I drag-drop documents directly into PSIsafe?
• Filing (Scan to PSIsafe) - How do I scan directly into PSIsafe?
• Filing (Print to PSIsafe) - How do I print from an outside application into PSIsafe?
• Filing (Send to PSIsafe) - How do I use an outside application's Send To feature to import documents into PSIsafe?
• Working with Documents - How do I use the different document tools and functions within PSIsafe?
• Batch Capture Filing - How do I use the Manual Filing feature in Batch Capture to import images into PSIsafe?
• Workflow - I'm ready to collaborate! How do I route documents and document bundles through PSIsafe Workflow?
• Advanced Searches - Now that I have everything in PSIsafe, how do I find specific data within the system?
• Last Few Things - How do I manage the Recycle Bin and user Options in my PSIsafe profile?

Our Life Hack videos are designed to teach you quick and easy ways to do common actions in PSIsafe 12 as an End User. Topics include: 

• ALT Doc Export - Here's a helpful shortcut for exporting documents from PSIsafe.
• Bookmarks - How to create and manage Bookmarks for quick navigation in PSIsafe.
• Check-Out & Check-In - How PSIsafe's Check-Out feature optimizes document editing.
• Combine Images - A Speedbar shortcut to combine multiple images into one document in PSIsafe.
• Custom Columns - Here's a quick way to customize additional Column Headers in your PSIsafe profile.
• Export Folder Indexes to CSV - Reporting Tool -- how to run an Advanced query in the open cabinet to export folder index data.
• Group by Column Header - Organize your Share and Workflow screens by engaging the Group by Column Header
• Merge Folders - A quick and easy method to merge multiple folders' index fields and documents into one folder.
• Originator Recalls Workflow – Oooooops! When the Workflow Originator misroutes an item, or needs to Recall it for any reason, he can remove the item from Workflow to file it back to PSIsafe by following these steps.
• Quick Filer - This tool simplifies drag-drop filing of documents into PSIsafe, bypassing the required Templates, using the external documents' file name.
• Scheduling - An efficient way to calendar follow up reminders on items on the PSIsafe Dashboard -- for yourself and/or other PSIsafe Users. This feature integrates with Outlook and PSIsafe Workflow.
• Add to Existing Workflow Bundle - Need to add/remove documents from a Workflow Bundle in your Workflow inbox? Follow these easy steps.