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Advanced Document Management

Streamline operations, increase security, improve compliance, use physical space more efficiently and save. PSIsafe advanced document management software makes it all possible.

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How PSIsafe Works

PSIsafe is a complete document management software and business process automation solution. Increased efficiency. Tightened security. Improved focus on core competencies. PSIsafe makes it all possible.

PSIsafe can be deployed on-premise or hosted in our secure, private cloud. Either version is configured with each installation, creating a tailored solution for any organization. It’s your office, your workflows, your processes and your culture – you can go paperless.

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Why Choose PSIsafe?

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.

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Access any document, anywhere, anytime with PSIsafe.

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How PSIsafe Helps You

Integrated Accounts Payable Automation

Automate accounts payable processing and similar document-intensive tasks.

  • Simplify data entry
  • Significantly improve data accuracy and process controls
  • Reduce the costs associated with manual data entry, filing and retrieval
  • Boost operational efficiencies
  • Seamlessly integrate PSIsafe with Intuit QuickBooks

Secure, Integrated Electronic Signatures

Send critical documents out for electronic signatures – and instantly route and archive them when they return.

  • Automatically append pre-built signature pages to documents
  • Define and enforce signature orders
  • Reduce error prone processes
  • Simplify the creation and management of electronic forms

Anytime Mobile Access to Documents

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

  • Mark folders and documents as favorites for instant access.
  • Instantly send documents and copied text to third-party apps.
  • Create new documents using your device’s camera.
  • Accept digital signatures from clients and prospects.

Your Office. Your Workflows. Your Processes. Your PSIsafe.

PSIsafe's rich features are configurable, flexible and scalable, allowing it to work in parallel with existing workflows, processes and company culture. No steep learning curve or an initial drain on productivity. Additional modules and integration tools offer functionality for mobile document access, accounts payable automation, secure information sharing, third-party integration, advanced capture and more. Available in the cloud or on-premise, PSIsafe offers enterprise-level document management and workflow capabilities for: