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Keep Document Management Simple

Gain control over documents and files and better manage your business.

Overview
Overview

Small Enterprise Doesn't Mean Small Problems

PSIsafe Document Management solution makes keeping track of your files and documents simple. Tell PSIsafe what kinds of files you want to keep track of, what programs to open them with and which parts are important. PSIsafe takes care of the rest. Backing up is easy, whether on-premise or cloud.
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Document Level Indexing

PSIsafe retrieves documents based on external data such as filename or date created as well as data contained in the document, allowing retrievals at unheard-of levels of accuracy and speed. 

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No Steep Learning Curve

No initial drain on productivity. Additional modules and integration tools offer functionality for mobile document access, automation and secure information sharing.

Benefits
Benefits

Why Customers Choose PSIsafe

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Easy-to-use Interface

The interface mirrors real-life office constructs as "Cabinets." These Cabinets enable quick location-finding in nested hierarchies, with many fewer clicks.

True Business Automation

Do more with File Change Scheduling, Effortless Sharing of docs with non-users, Automated workflows and Forms Management.

Mobile Document Management

Access client information during an off-site meeting or collect a legal signature from your phone or tablet.

Third-party Integrations

An open API gives you the ability to safely integrate third-party applications to create interoperable document management workflows.

Features
Features

How PSIsafe Can Help

Browser-Based Content Management

Access and use any document in your PSIsafe repositories directly in your browser. There’s no software to install and no hoops to jump through.

Secure Document Sharing

PSIsafe makes it easy to securely exchange documents and information with clients, patients, colleagues and more.

Windows Document Retrieval

Make the mission-critical documents stored in PSIsafe accessible in nearly all Windows-based enterprise applications without losing security, audit trails and version controls.

Document Retention

PSIsafe’s document-retention feature ensures records such as I-9 and W-4 forms are retained for the required amount of time with an easy system for scheduling deletion when appropriate.

A Solution for Every Size

We created PSIsafe to get you back to work immediately.
Features Business Essentials Professional Corporate Enterprise
PSIsafe On-Premise
PSIsafe Cloud
Retriever
PSIsafe Share
Named Licensing
Concurrent Licensing
Batch Capture
Workflow & Routing
Mobile & Web Access
DocuSign Integration
PDF Forms Monitor
PSIsafe Synchronizer
PSIsafe Books
Larger Storage Options
Special PSIcapture Option
3 Available Tiers (within Enterprise solution)