Announcing PSIsafe 12 with Advanced Indexing & Search Functionality

Announcing PSIsafe Document Managemetn Software

Accelerate Digital Transformation with Instant, Enterprise-Wide Document Searching

PSIGEN, provider of business automation and digital transformation technology that allows you to work the way you want, announced the release of PSIsafe 12.0 document management software featuring both document and folder-level indexes, advanced search, DocuSign eSignature integration and other new features for increased productivity, and agility.

Instant Document Search & Retrieval

With PSIsafe 12’s advanced search functionality, knowledge workers can instantly retrieve documents by searching multiple keywords as well as ranges of numbers and dates. Searches that were once difficult to perform now only take moments, so your employees spend more time working and less time searching.

For example, you can use advanced search to find:

  • Invoices between $1,000 and $10,000 or any other amount
  • Missing onboarding documents for all new employees
  • Claims submitted last March or any other timeframe
  • POs for a specific type of part or vendor
  • EOBs for a specific type of service or dollar amount range
  • Loan applications over $100,000 submitted last month

How PSIsafe 12 Advanced Search Works

Advanced search works based on document-level indexing: capturing all document information contained in its metadata, also called index data. This index data includes keywords, numbers and dates, and is either captured automatically with advanced capture software like PSIcapture or is manually entered.

Other document management software applications act like electronic filing cabinets and you can only search based on keywords located in document file names.

With advanced search, PSIsafe 12 acts more like a document database than a bucket full of documents, allowing you to search across all index data from your documents, which includes text, numbers and dates.

DocuSign Integration

PSIsafe 12 users can acquire digital signatures with DocuSign eSignature using their own DocuSign accounts.

DocuSign eSignature is the world’s #1 way to sign electronically on practically any device, from almost anywhere, at any time. Nearly 750,000 customers and hundreds of millions of users in over 180 countries use DocuSign to accelerate the process of doing business.

Increase Productivity & Agility

In addition to finding and sorting documents faster, PSIsafe 12 also includes the following new features:

  • View, add, edit, and delete document-level index data as needed
  • Automatically route documents based on document-level index data
  • Auto-generate file names from document metadata
  • Supports AP processing through both document and line item-level index types

With mobile document access, third-party integration and advanced capture, PSIsafe 12 offers enterprise-level document management and workflow capabilities for organizations of any size.

“The latest update for PSIsafe 12 focuses on speed and agility,” said Bruce Hensley, CEO of PSIGEN. “Our goal is to help clients end manual and repetitive tasks, quickly find the documents they need, and boost productivity.”

How to Learn More

Digital transformation should be an investment that pays off quickly. On average, PSIGEN clients have recouped their initial investments back in a little as 12-18 months. After that, some customers have seen up to 4 days a month in processing saved, or almost 25% savings!

With the additional time savings created by enhanced search capability, you are likely to gain more, sooner. Contact PSIGEN or an authorized integrator partner to see a personalized demo of PSIsafe 12.

Contact us for a demo, quote or to learn more about PSIsafe 12 document management software

The Digital Mailroom Made Easy

There you are again. Another day under those florescent lights in the basement room of some office building. The sound of the stamp machine pushing letter after letter through. There are buckets of mail piled high against every wall. The bustle of your fellow coworkers as they prepare their stations with rubber thumbs and that pink grease for your fingers. Looking around, you find yourself longing for that workday to be done. Unfortunately, you know it’ll be a late night. That morning mail drop-off all but assured you that you’ll miss that evening walk at right about dusk—that perfect moment when the sky is full of pinks, purples, oranges, and blues. It’s the fall so the temperature will be perfect. The changing leaves will look gorgeous against that dusk sky.

Or maybe you’re working from your new home office manually sorting through mail hoping your five-year-old won’t get their chocolate fingers on it. Either way, that walk is sounding pretty good right now, isn’t it? There has to be a solution that could make processing all that mail just a little easier and faster, something to reduce the paper cuts, aching hands and swollen feet. All this remote work has us thinking about digital processes and other ways we can implement them when we all finally get back into the office. A digital mailroom could cut processing time or errors in sorting. If you’re looking to “go digital” or even just improve on certain processes, here are a couple things we suggest.


How are you getting the mail from the envelope? A lot of mailrooms have sorting machines, but is it working the way you want it to? There’s a variety of “wrenches” that could be thrown into the works here including mail getting stuck frequently, mail not getting sorted properly, or the machine is down more often than it’s up. These are just a couple of things to think about when considering the efficiency of your sorting devices and workflows.

Now that we’ve sorted out that heap of paper, it’s time to get that mail out to all those waiting recipients. Given that America is the Land of Options, we have a few here, too. People place the mail in mailboxes, deliver by cart, or scan for digital distribution. Considering the increase of remote work as of late, let’s discuss that last one and focus on the digital solution options.


Do you have a digital system? Does it get scanned? Will you need capture software? It seems like the more we think about it, the longer the question list gets. Then, you reach out to your friends and colleagues to see what their opinion is, only to get so many answers you could fill an ocean. The most important thing is, you should always look at the way it works best for the company and the team. With a digital system in place, you’re going to want a great capture software.

It seems with everything being so digital nowadays we’d have this document capture thing figured out, that we would have evolved past the point of needing paper at all. Particularly with electronic mail and signatures, there’s probably a ton of us out there that need to look pretty hard for a piece of paper in our home. Mail is an important thing and helps us communicate with each other, so if you’re scanning mail, you want your capture software to get it right the first time.

Accuracy, Speed & Intelligence

You want your capture software smart enough to get it right the first time and route it where it needs to go quickly. There are times when you’ll need it to redact something from a document to protect it from prying eyes. Maybe you need it to read multiple lines of invoices or need your team to review before distribution. These are all things that should be considered when looking for the right capture software. It should be able to do all these things (hint: we do this exact thing over here with PSIcapture and PSIcapture Fusion).

With the right scanning devices, workflows, and capture software you could put together the digital mailroom of your dreams. You know the one, right? The one that comes with a fresh, crisp fall breeze because that morning drop-off didn’t give you a case of The Mondays.

If you’re interested in finding out more about our digital mailroom solution using PSIcapture and PSIcapture Fusion, let us know and we’ll give you a demo.