PSIsafe User Guides (Client)

PSIsafe User FAQs

• PSIsafe User Guide: Shortcuts, search, and general functions
• PSIsafe 12.2 Documentation Reference
• Transitioning PSIsafe Cloud from Azure to Kofax Cloud
• Setup a PSIsafe Desktop Server connection configuration
• PSIsafe User Guide: Pagination Updates
• PSIsafe User Guide: What's New in the PSIsafe 11.2+ Filer and Batch Capture User Experience

See all 7 articles

Cabinets (Browser)

• PSIsafe User Guide: Search
• PSIsafe User Guide: Capture/Import via Filer
• PSIsafe User Guide: Document Records (Document-level Indexes)
• PSIsafe User Guide: Preview Pane
• PSIsafe User Guide: Search: Advanced Search Options
• PSIsafe User Guide: Creating and Editing Folders

See all 14 articles

DocuSign

• PSIsafe User Guide: DocuSign

Share

• PSIsafe Share: Adding and Editing the Address Book
• PSIsafe Share Overview
• PSIsafe Share: Sending and Managing Documents
• PSIsafe Share: Receiving Shared Content & Using the Share Portal

Batch Capture

• PSIsafe User Guide: Capture/Import via Batch Capture

Workflow

• PSIsafe User Guide: Workflow
• PSIsafe User Guide: Workflow: Tracing Documents in Workflow
• PSIsafe User Guide: Workflow: Recall Workflow Item
• PSIsafe User Guide: Workflow: Bundled Documents

Recycle Bin

• PSIsafe User Guide: Recycle Bin

Retriever

• PSIsafe Retriever User Guide: Operations
• PSIsafe Retriever User Guide

Web

• PSIsafe Web Lite User Guide
• PSIsafe Web User Guide: Cabinets Tab
• PSIsafe Web User Guide: Workflow Tab
• PSIsafe Web User Guide: Search Tab
• PSIsafe Web User Guide: Dashboard Tab
• PSIsafe Web User Guide: Overview

Mobile

• PSIsafe Mobile User Guide
• PSIsafe Mobile User Guide: Logging In and Settings
• PSIsafe Mobile User Guide: Document Basics
• PSIsafe Mobile User Guide: Working with Folders
• PSIsafe Mobile User Guide: Searching for Documents
• PSIsafe Mobile User Guide: Previewing Documents

See all 9 articles

Books

• PSIsafe Books: Miscellaneous Functions
• PSIsafe Books: General Overview