PSIsafe: Advanced Document Management and Workflow
Business in the 21st century is a 24/7/365 proposition. For an organization to be efficient, nimble and agile, managers and employees must be able to work with mission-critical data anywhere; at home or on the road, at their desk or on vacation. And traditional filing systems – paper documents, shared drives, personal hard drives – are rife with hassles, headaches, risks and expense. PSIsafe offers a centralized repository where all documents are accessed and managed, eliminating the inefficiencies of filing cabinets, shared drives and local hard drives.
PSIsafe is an advanced content management and business process automation solution that offers a centralized repository where all documents are accessed and managed, eliminating the inefficiencies of filing cabinets, shared drives and local hard drives. Access – and use – any document, anywhere, anytime. Call up a file in a client meeting. Approve an invoice from the production floor. Review a proposal in the airport lounge. With PSIsafe, you’re always connected.
PSIsafe Business Uses
- Secure Document Sharing
PSIsafe makes it easy to securely exchange documents and information with clients, patients, colleagues and more.
- Customer Records Management
PSIsafe goes a step beyond CRM solutions, allowing organizations of all sizes to effortlessly store and access all of their customer records.
- Mobile Document Management
Access client information a during an off-site meeting or collect a legal signature from your phone or tablet.
- Electronic Signature Capture
Automatically append pre-built signature pages to documents. Define and enforce signature orders. Whatever you need, PSIsafe can provide it.
- Windows Document Retrieval
PMake the mission-critical documents stored in PSIsafe accessible in nearly all Windows-based enterprise applications without losing security, audit trails and version controls.
- Intuit QuickBooks Integration
PSIsafe lets you directly integrate your document management solutions with Intuit QuickBooks to create a seamless workflow for accounts payable, accounts receivable and other financial departments.
- Remote Document Filing
A safe and secure document filing tool that simplifies document management for remote workers.
- 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.
- Electronic Forms Creation
PSIsafe simplifies the creation and management of electronic forms, both on internal systems and online.
- Synchronize Documentation
Keep your PSIsafe document repositories in sync with your systems of record – automatically.
- Accounts Payable Automation
Automate document- and manual task-intensive AP workflows to improve data accuracy, reduce the costs and boost operational efficiencies.
- Third-party Integration
PSIsafe's open API gives clients, partners and OEMs the ability to safely and confidently integrate third-party applications to create firm-wide interoperable document management workflows.
"Rather than us changing how we worked to fit their software, they asked how we wanted to run our business and then configured features around that.”Jason Morris, Human Resources Director