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Keep document management simple

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

Overview

Small enterprise doesn't mean small problems

Tungsten 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.
Business woman dressed casual standing in office and looking at computer monitor.

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. 

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

Why customers choose PSIsafe

Easy-to-use interface

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

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.

Business Essentials

  • 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) ✗
Show more details

Professional

  • 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) ✗
Show more details

Corporate

  • 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 ✗
Show more details

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) ✓
Show more details
Support

Technical support

PSIGEN technical support

Partner portal

PSIGEN partner portal
Case studies

Hear from our satisfied customers.

We are honored to work closely with Tungsten Automation (Kofax) to provide support for an organization that gives so much to the community by helping at-risk youth and ensuring they have a safe home to learn and grow.
Carrie Fox
Director, Scanner Product Management Epson America
Read case study
Tungsten PSIsafe is almost like having a virtual filing cabinet. It has allowed us to centralize our contracts, display them in an easy-to-understand format, and access them remotely.
Ornge’s legal counsel
Read case study