Document Management

PSIsafe is a complete document management software and business process automation solution. Increase efficiency. Tighten security. Improve focus on core competencies. PSIsafe makes it all possible.

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Centralized Repository

PSIsafe is an advanced content management and business process automation solution that offers a place 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.

Effortless Document Management.

Accounts Payable

Automate accounts payable processing and similar document-intensive tasks.

Simplify data entry
Significantly improve data accuracy and process controls
Reduce the costs with manual data entry, filing & retrieval
Boost operational efficiencies
Seamlessly integrates with Intuit QuickBooks

eSignature Capture

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


Mobile Access

Access client information 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 Process.

Secure Document Sharing

PSIsafe makes it easy to securely exchange documents and information with clients, patients, colleagues and more.

Remote Document Filing

A safe and secure document filing tool that simplifies document management for remote workers.

Browser 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.

Synchronized Documentation

Automatically keeps your PSIsafe document repositories in sync with your systems of record.

Third-Party Integration

PSIsafe’s OpenAPI gives clients, partners and OEMs the ability to safely and confidently integrate third-party applications to create firm-wide interoperable document management workflows.

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.

Case Studies

Real life examples of how companies have used PSIGEN's solutions to improve their processes. See what kinds of business challenges they can tackle, learn more about creative configurations and implementation tips, and see the ROI proof.

System Requirements

On-Premise & Cloud

OS: Windows 7 - Windows 10 (x86/64)
4GB+ Available RAM
1GB+ of space HDD
1280x1024 Video
Framework: Microsoft .NET Framework Version 4.6.1 or later

LAN/WAN Connectivity Recommendations

LAN speeds of 100 MB minimum with Gigabyte connection to the server
WAN connectivity of 512 KB minimum upload and download
Secure connection with firewall/VPN

Server Requirements

OS: Windows Server 2008 R2 – Windows Server 2016
SQL Server System: Microsoft SQL Server 2008 R2 or later, SQL Server 2008 R2 Express or later
SCSI Raid 5 or Raid 10 HDD
Framework: Microsoft .NET Framework Version 4.6 or later

Web Requirements

OS: Windows 7 – Windows 10 (all 32 or 64-bit)
3GB+ Available RAM
1GB+ of space HDD
1280x1024 Video
Framework: Microsoft .NET Framework Version 4.6 or later
Internet Browser: Internet Explorer 11+, Firefox 50+, Safari 10.0+, Chrome 50+

Web Server Requirements

Server OS: Microsoft Windows Server 2008 R2 SP1 – Windows Server 2012 R2 or later
PSIsafe Version 9.0 or later
Framework: Microsoft .NET Framework Version 4.6 or later
SSL Certificate

Work The Way You Want.