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PSIsafe (formerly Cabinet)

  • Sync QuickBooks Vendors and Customers with SAFE

    Issue:  How do I sync my QuickBooks Vendors and Customers with SAFE?   Solution: Note: In order to use this solution QuickBooks, Cabinet Books, and Cabinet SAFE must first be installed and properly co...

  • How to Configure Zonal OCR Assisted Indexing for SAFE Batch

    1. Open SAFE and select "Batch" from the button tile. 2. Select "Manual File Mode" from the Batch toolbar. 3. Define a Repository, Cabinet, Folder, and Tab from the Filer list. 4. From the "Managers a...

  • Create Folder in Cabinet Web

        To add a new folder to SAFE from Cabinet Web:  1. Click the "Cabinets" button from the navigation list at the top left of the browser window. 3. From the Cabinets view click the "Folder" menu to t...

  • Check Out/Check In Document for Editing in Cabinet Web

      To Edit a document in Cabinet Web, use the following Check Out/Check In feature: 1. From the document view in Cabinet Web, select the document that you wish to edit. 2. Right-click the highlighted d...

  • Import Document in Cabinet Web

         eBizDocs is an award-winning digital asset management solutions provider. Services include: process consultation, software solutions, mass scanning, and scanner sales and service. With a strong c...

  • Auto-Indexing (Assisted Indexing) in SAFE Batch

    Issue: Is it possible to autopopulate index fields from text on a document in SAFE's Batch module? Solution: Yes. Batch is equipped with a feature called Zonal OCR Assisted Indexing, which is used to ...

  • Uploading a Document to the SHARE Portal

    1. Navigate to the SHARE login using any internet browser or by clicking the link included in the document SHARE email. 2. Login to SHARE using the username and password that was setup during the init...

  • Adding Contacts to SHARE Address Book

     Note: SHARE is an optional, subscription based module offered by Cabinet. Enabling this module requires a SHARE license and configuration by an administrator.   New contacts to the SHARE Address Book...

  • Creating Custom Categories and Statuses for Scheduler

    Issue:  I am adding a document to Scheduler, but the "Intial Status" and "Category" menus are empty. How do I add a status and category to my scheduled item?  Solution: The "Status" and "Category" lab...

  • Refreshing SAFE's Explorer Window

    Issue:  I tried to use the drag-and-drop feature to file a document, but the document is not showing up in the SAFE Explorer window. Solution: Most likely, you need to refresh the SAFE Explorer window...