PSIsafe Document Management software does ALL that and a lot more. Simply tell PSIsafe what kinds of files you want to keep track of (.docx, .pdf, .xlsx, .jpeg, etc.,) what program to use when opening it, and what parts of that document are the important bits (Document Indexing) and then we take care of the rest. Backing up is easy whether you’re On-Premise (PSIsafe on your servers) or Cloud (PSIsafe on our servers.)
True Business Automation
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.
PSIsafe allows users to connect to their own DocuSign account to process documents all within the app. Whether it’s an individual document or package, our DocuSign integration lets you store and sign documents with ease.
Integrates with your systems
PSIsafe’s open API gives clients and partners the ability to safely and confidently integrate third-party applications to create interoperable document management workflows