PSIsafe User Guide: Notes

Overview

 

Notes are a great way for employees within an organization to convey important information on a specific folder to others within the organization. Notes can also be created via Index Snapshots, which can help users transition from one set of index values to another, or to keep old index values on file for reference.

 

Notes


Notes may be added with an alert on the folder screen. Click on New Note, when note is added check the alert button, flag will flash red; this will inform staff to check the note. Remove the flashing red flag by unchecking the alert box. Note indicates date and time and the user who added the note. The note may be deleted, printed, or emailed without regard to rights:

 

1.png

 

Notes are a simple and effective way to attach simple text-based information to folders.


Index Snapshot as a Note


Folder indexes are routinely updated in the course of business. However, there are times when a snapshot of the current indexes can come in handy for future reference. Index snapshots can now be saved as a folder note. There are two ways to accomplish this. You can do it on a case-by-case basis (at the folder level) using the PSIsafe Client, or in bulk (at the cabinet level) via PSIsafe Management.

 

Via PSIsafe Client (User)

To add Indexes snapshot using the client, simply select the folder, right-click on indexes and select “Add All Indexes Snapshot As Note”:

 

2.png

 

The new note will automatically be titled as “Indexes Snapshot: <date>” and will contain index description and value:

 

3.png

 

Via PSIsafe Management (Administrator)

 

Log into PSIsafe Management with the appropriate Administrator or otherwise permission-granted account.

Select Filing Structure > Cabinets > Advanced > Index Values Snapshot:

 

4.png

 

First, select the cabinet whose index values you'd like to create a snapshot of. Then, select a user who will create the snapshot attached to the folders as notes. Finally, click the "Apply" button to complete the process.

 

Keywords: PSIsafe Notes, PSIsafe Notes as Snapshot, Snapshot of PSIsafe Notes, Index Values PSIsafe Notes

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.