PSIsafe Management Administrator Guide: Defining Filing Structure


Cabinets are built into repositories. As many cabinets as necessary can be added to a single repository (no limit). Cabinets contain folders and each cabinet has a defined set of data for each folder called “folder indexes”. The following steps explain how to setup the repository and cabinet structure. In addition to the “folder indexes”, a set of document tabs are created which are displayed in each folder. These are used to categorize documents making it easier to sort and find them. For instance, an insurance agency could have “Correspondence, Policy, Claim and Miscellaneous” tabs. These are all customizable and can be matched to how documents are currently filed.

Tabs are same for folders in a cabinet.


Keywords: PSIsafe Management Filing Structure, How to Create Cabinets PSIsafe


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