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PSIsafe (formerly Cabinet)

  • Change Default Sort Index in SAFE's Folder View

    Issue:  I've sorted all folders by a specific index value. Is there a way to save this as my default folder organization so I don't have to sort each time I open the cabinet?   Solution: Yes. Cabinet ...

  • Creating Custom Column Labels in Cabinet

    Issue:   Is it possible to add more columns to the folder list view? Solution: Yes. Use the following steps to create and apply columns to the folder list. 1. From SAFE, open the "Options" Menu from t...

  • Version Control in Cabinet SAFE

    Issue:  Does Cabinet SAFE offer document versioning and version control?   Solution: Yes. SAFE allows for maintaining mutliple versions of a document. Versioning can be enabled in two ways:  Cabinet L...

  • Setup Document Load Template in Batch

    1. Login to SAFE and navigate to Batch. 2. Select the "Options" menu from the Batch Toolbar. The Batch Options Window will appear. 3. Select the Load" tab to enter the Batch Load Template area. 4. Cli...

  • Make Annotations Permanent on a Tiff in Cabinet SAFE

    By default annotations that are applied to a Tiff in Cabinet SAFE are modifiable. Annotations that have been made permanent, cannot be modified or removed from the document. Use the following steps in...

  • Performing a Folder Import in SAFE

    Use the following guide to import new folders or to update the indexe values of folders existing in SAFE. Note: this process requires an import file in ".txt" or ".csv" format containing columns that ...

  • Merging Folders in Cabinet SAFE

    1. From SAFE's folder view, select two or more folders to merge (CTRL + Left Mouse Button). 2. Right Click and select "Merge" from the menu. The "Folder Merge" window will appear.   3. Select the fold...

  • QuickBooks Integration with SAFE's Books Module

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  • Cabinet SAFE Filing System Structure Overview

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  • Using Structural Search in Cabinet SAFE

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