version 12.1.x | Download Pending |
Overview
PSIsafe 12 offers a host of new features aimed at expanding the core functionality and overall usability of the Windows Desktop Application (Thick Client), while setting the framework in place for a whole new generation of Browser-Based (Thin Client) PSIsafe products on the horizon. Three major areas are explored in this article, which aims to educate and inform users of changes by comparing PSIsafe 12 to the previous generation, PSIsafe 11. Those areas are:
PSIsafe Records (Document-level Indexes)
PSIsafe Search
PSIsafe DocuSign
PSIsafe Records (Document-level Indexes)
Document records are index data attached at the document-level and line level, and are a new feature to the PSIsafe 12 generation.
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As seen here, the differences between the Filer windows primarily center around the addition of Document Records (Document-level Indexes) from their previous "Document Segments" terminology, which mostly revolved around the configuration of a naming scheme within PSIsafe Management.
Additional changes include:
- Document Import field moved from Top to Left-hand Side
- File All Documents moved to bottom-left corner from Options tab
- Title and Folder Position Switched
- Automatic Titling from Document Records
Learn more about Document Records:
PSIsafe User Guide: Capture/Import via Filer
PSIsafe User Guide: Document Records (Document-level Indexes)
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As seen here, the differences between the Batch Capture windows, once again, revolves primarily around the addition of Document Records (Document-level Indexes) from their previous "Document Segments" terminology, which mostly revolved around the configuration of a naming scheme within PSIsafe Management.
Additional changes include:
- Document Icons in Import Tray (Left-Hand side) are smaller to accommodate more documents at once
- Document Records section nearly identical to Filer window
- File & Route changed to File/Route and button positions switched
- Automatic Titling from Document Records enabled
- NEW: Imageman Annotations for TIFF/TIF images built directly into the Toolbar allowing quick annotations directly on the preview window. (NOTE: Make sure to select "Make Annotations Permanent" before filing the content to ensure your changes are saved).
Learn more about Batch Capture and Annotations
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As seen here, the differences between the Filer windows primarily center around the addition of Document Records (Document-level Indexes), which appear in their own editable window within the Lower-Right section of the window pane.
Additional changes include:
- "Edit Document Manager" has been changed to "Allow Manager Changes".
- Tab, Title, Security and Retention have been moved to the top of the window.
- "Enable automatic title updating from index values (manual updates will be lost)" added to accommodate easier titling of content through the Data Edit screen based on document records.
- Document Record fields can be edited via selecting the field and select "Edit" or by simply left-clicking into the field as displayed within the Document Records pane.
Learn more about Document Records:
PSIsafe User Guide: Document Records (Document-level Indexes)
The addition of Document Records (Document-level indexes) opens up PSIsafe's metadata storage capabilities to allow for a variety of options unavailable until now, including:
- Document Records can be migrated to and from PSIcapture, as well as Third-Party solutions.
- Document Records can be edited during the filing process, Batch Capture process, or after filing is complete via the "Data Edit" window.
- Document Records have replaced Naming Segments, a former system of titling documents based on specific fields.
- Document Record fields have a variety of DataTypes that can suit your unique metadata needs.
Learn more about Document Records:
PSIsafe User Guide: Document Records (Document-level Indexes)
PSIsafe Search
PSIsafe Search has been updated and optimized to take advantage of improved Search algorithms as well as expanded search query and filtering options, as well as interface changes to make the entire experience easier for the user. Below is a comparison of the PSIsafe 11 Search windows compared to the PSIsafe 12 search windows, highlighting their differences and informing users on how the updates will affect their search experience.
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As seen here, the differences between the Search interfaces is the removal of the quick search functionality, which often caused more problems than it solved, and the consolidation of the Advanced Search interface into a series of simple tabs. Several other elements of the interface have been relocated for better ease of use, including:
- Cabinet Selection moved from hidden "Cabinets" button, that expands on click, to full Cabinets Selection Pane in upper-left of Search window.
- Document Search, Full Text Search, and Folder Search tabs moved to left-hand side to expand the usable area of the Search Window, while more clearly differentiating the search areas.
- Documents can now be searched via Folder Criteria by clicking the "Folder Criteria" tab. This allows users to search for content based on Folder indexes.
- With the addition of Document Records (Document-level indexes) users can now search for documents based on attached Document Record metadata.
- Save/Load Query moved to bottom-left to highlight the functionality.
- The Filter List now has right-click functionality to allow for better functionality when adding, removing, and grouping Queries for a specific search:
- Display SQL function added.
- Search Results window moved to separate next-step interface that renders when the "Search for Documents" button is pressed and the search is completed.
- Layout button removed.
Learn more about PSIsafe Search and Document Records:
PSIsafe User Guide: Document Records (Document-level Indexes)
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As seen here, the differences between the Full Text Search windows are mostly in the layout of the interface, which has been condensed and simplified in the following ways:
- The same as the Document Search window, Cabinet Selection has been moved from hidden "Cabinets" button, that expands on click, to full Cabinets Selection Pane in upper-left of Search window.
- Search Criteria for Full Text searches moved to upper-right pane, alongside search options.
Learn more about Full Text Search
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As seen here, the differences between the Folder Search windows is very similar to the Document Search window above, including the removal of the quick search functionality and the consolidation of the Advanced Search interface, alongside several layout and quality-of-life improvements including:
- Cabinet Selection moved from hidden "Cabinets" button, that expands on click, to full Cabinets Selection Pane in upper-left of Search window.
- Search Criteria Operator, Items, and Conditions expanded.
- The Filter List now has right-click functionality to allow for better functionality when adding, removing, and grouping Queries for a specific search:
- Save/Load Query moved to bottom-left to highlight the functionality.
- Display SQL function added.
- Search Results window moved to separate next-step interface that renders when the "Search for Documents" button is pressed and the search is completed.
- Layout button removed.
Learn more about PSIsafe Search
The addition of Document Records (Document-level indexes) opens up PSIsafe's Search functionality, and overall interface improvements enhance the user experience. Document Records also allow users to take advantage of fine-tuned searches to expedite and improve workflows. Additionally:
- Document Records searches are restricted to template for ease of use.
- Interface changes make specific searches easier to identify.
- Search functionality and buttons have been relocated for ease of use.
- Search Items and additional Filters have been expanded to offer comprehensive search criteria.
- Document and Folder search results moved to separate second-step window for better user experience.
Learn more about Folder Search
PSIsafe DocuSign
PSIsafe DocuSign is a modern and robust replacement for the legacy PSIsafe eSIGN system, letting users take advantage of the incredible tools and functionality of the DocuSign Web interface. Users can send envelopes to be signed directly from PSIsafe, complete Drafts in the DocuSign Web Interface, and monitor completed signatures directly in the PSIsafe Desktop Client.
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The differences between the eSIGN and DocuSign interfaces are numerous, but overall the simplification of the process lends to an all-around better user experience. Essentially, instead of trying to configure document signatures in a small window within PSIsafe, users get to use the advanced functionality of the DocuSign web interface instead. This applies both to the sending of content and the configuration of the signature page templates for signed content. Below is a brief list of differences a user would experience between the two modules:
- Assigned email addresses for signers moved to DocuSign Web interface.
- Documents are condensed into Envelopes during the submission process, and the completion of the process takes place in the DocuSign Web interface.
- Advanced functionality of the DocuSign Web interface allows for on-the-fly configuration of signature fields, initial fields, and much more.
- Envelopes can be pre-configured with certain criteria within the DocuSign Web interface.
Learn more about DocuSign:
PSIsafe Management Administrator Guide: DocuSign Configuration and Setup
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As seen here, the entire configuration process for signature pages, called Envelopes, is moved to the DocuSign Web interface, opening up a massive list of functionality changes simply too large to contain here. A brief explanation of several key feature changes includes:
- Document Envelopes in eSIGN were configured via PDF form elements and within the Adobe PDF interface. While some of this functionality can be imported to DocuSign, users will find it even easier to use the DocuSign interface by default.
- PSIsafe's eSIGN module required configuration within the PSIsafe Management application, and required the Administrator account to access the System area in which these signature pages were configured. DocuSign allows users to configure their own envelopes based on their DocuSign user profile, within the DocuSign web interface.
- Users upload signature pages within Templates to the DocuSign Web interface, also specifying user types and even allowing for signer email insertion within a Template.
Learn more about DocuSign:
PSIsafe Management Administrator Guide: DocuSign Configuration and Setup
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DocuSign's Web interface offers a large degree of new functionality, some of which is briefly discussed here, including:
- Envelopes and Templates for envelopes are configured entirely within the DocuSign Web interface.
- When sending documents out for signatures, Envelopes are sent to the "Drafts" section of DocuSign Web, allowing users to complete the process online through this robust interface.
- Users can configure more than just Signature fields as well, taking advantage of all the advanced functionality available in DocuSign, including the following field options:
- Once completed, users can monitor the progress of an envelope either through PSIsafe's DocuSign interface (DocuSign > Envelope Status) or through the DocuSign Web interface.
Learn more about DocuSign's web interface directly from DocuSign:
DocuSign User Guide: Add Fields
The addition of DocuSign to PSIsafe 12 as a replacement for eSIGN not only opens up a host of new functionality within the DocuSign Web interface, but allows users to quickly and easily send content out for signatures in a robust, modern fashion. Key takeaways from the replacement of eSIGN with DocuSign include:
- DocuSign can be configured on a per-user basis, allowing specific users to determine their own Envelope and Template configuration.
- eSIGN required assistance from PSIsafe Administrators via PSIsafe Management, as well as a working knowledge of Adobe PDF forms to configure, whereas the entire DocuSign process can be completed by a user within the PSIsafe and DocuSign Web interfaces.
- DocuSign envelopes are sent to the DocuSign Web interface as drafts to complete the signature request process, whereas eSIGN remained within the PSIsafe interface, offering limited functionality.
- Future improvements will keep DocuSign robust for years to come, whereas eSIGN has been deprecated.
Learn more about DocuSign:
PSIsafe Management Administrator Guide: DocuSign Configuration and Setup
Keywords: PSIsafe 12 changes, PSIsafe 11 to 12, PSIsafe 12 new features, Move from PSIsafe 11 to 12, Learning PSIsafe 12, PSIsafe 12 transition, Transition from PSIsafe 11
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