Start a conversation

PSIsafe (formerly Cabinet)

  • How to Define Password Reset Questions in SAFE

    *Note: the Password Reset and Enable Security Challenge features must first be enabled by a Cabinet Administrator.   Issue: How do I setup my password reset questions in SAFE? Solution: 1. Select "Opt...

  • Reset Forgotten Password for SAFE

    *Note: the Password Reset and Enable Security Challenge features must first be enabled by a Cabinet Administrator.   Issue: I forgot my SAFE password. Is there a way to reset it? Solution: To reset yo...

  • Change User Password in Cabinet SAFE

    Issue: Is there a way for end users to change their passwords in SAFE? Solution: Yes. From the login window, click the ellipsis button ("...") to change your password. The password window will appear....

  • SAFE Prompts to Save PDF Form to External Location

    Issue: When I modify a PDF form within SAFE, I'm prompted to save the PDF to an external location. Did I do something wrong? Should I proceed to save to the "Desk" folder? Solution: This save window a...

  • Sync Cabinet Batch Images With Server

    Issue: User needs to have their images in Cabinet Batch 'follow' them around.  If a user scans in documents into Cabinet Batch there may be a need to stop the filing and pick it back up at a later tim...

  • How to split a PDF that is already in Cabinet

    Issue: Is there a way to split a multipage PDF into separate documents in Cabinet SAFE?   Solution Yes. There are two ways to split a PDF and refile it to Cabinet SAFE.  Split a PDF using Adobe Acroba...

  • How to OCR PDF's Already in Cabinet

    Issue: Is there a way to OCR PDFs that have already been filed in SAFE? Solution: Yes. Use the follow setups to OCR all previously filed PDFs. 1. Select "Search" from the SAFE Toolbar. 2. From the "Ca...

  • Users Receive Different Search Results in Workflow Management

    Issue:  Users with access to Workflow Management cannot see the same search results as the Administrator user. Solution: Workflow managers should have rights to manage other users' workflow items. Set...