PCI Compliance – Redacting Credit Card information

View the latest video for redacting Credit Card Information in PSIGEN, PSICapture.

A perfect option when dealing with large volumes of redactions within different forms types. PSIcapture can automate the process and get you PCI Compliant in no time!

Contact us to find out how you can benefit from this automation today.


PSIGEN Acquires Content Management and Workflow Firm

Market News


(Boca Raton, FL)—(1/18/2017) PSIGEN Software, Inc., the leader in advanced document capture and scanning solutions, today announced that it has acquired Cabinet Document Management Solutions, an Alabama-based provider of content management, workflow and business process automation solutions.

PSIGEN will continue to develop and support Cabinet’s flagship product, SAFE. PSIGEN will offer SAFE as both on-premise and cloud offerings through many of its 500-plus authorized resellers worldwide, in addition to Cabinet’s existing VAR and integrator channel.

“This acquisition allows PSIGEN to significantly increase the breadth of our product offerings and provide a remarkably full-featured, end-to-end document capture and workflow solution for any company, on almost any platform. PSIGEN and Cabinet distributors, VARs and clients will realize significant benefits, not only with the ability to add workflow, robust search, and data analytics capabilities to just about any Enterprise Content Management (ECM) platform; but to pair it with the most Advanced Document Capture solution in the world. Creating a truly integrated, proven suite of software solutions will empower clients to transform the way they manage mission-critical documents, processes and business information,” said Bruce Hensley, PSIGEN’s CEO.

“It is exciting to see PSIGEN expanding its capabilities and software products that will be available via this acquisition.”  said Steven Chenery, UpFlow CEO. “The SAFE Document management and workflow solution from Cabinet with the PSIcapture and PSIfusion solutions will be a powerful package working together to deliver an end to end business process automation solution.”

While the union of PSIGEN and Cabinet is new, the partnership between the companies is not. This acquisition is borne out of a 17-year partnership between PSIGEN and Cabinet, poising the blended company for a successful new life as the premier provider of advanced document capture and workflow solutions.

Demonstrations Masters Event

Over the last couple of days, Lee Bourke (CEO – FileBound Australia) and Steven Chenery (CEO – UpFlow) led our Demonstrations Masters Event. With their vast experience and knowledge of software solution demonstrations, the Sales and PreSales Techs demonstration-mastersundertook a demonstrations transformation. Everything the attendees knew about how to perform a solution demonstration was thrown up in the air and by the end of the day using the key discovery and delivery techniques they had learned, all delivered amazing demonstrations. Well done! We look forward to seeing your many successful demonstrations in the future.

“It was extremely valuable… not just from content you provided, but the logic around shifting your mindset and approach to demonstrations” – Robby

“took away some valuable tools to help our colleagues and us construct and deliver targeted dems” – Brett

Expansion into New Zealand and the South Pacific Islands

UpFlow is delighted to announce the extension of its distribution rights for PSIGEN’s world class capture solutions [PSIcapture and PSIfusion] into New Zealand and the South Pacific Islands from the 1st of August 2016.

UpFlow has been delivering these solutions, through our valued channel partners, throughout Asia and Australia since 2011 and was recently named PSIGEN’s International Partner of the Year.

All current New Zealand partners [resellers] will transition to UpFlow on 1 August 2016 and will be able to continue to provide PSIGEN products and Professional Services to support their customers in driving efficiency and productivity into their businesses.

Chris Manning is joining UpFlow and will remain a local presence in New Zealand. Chris has a long history with PSIGEN products and brings a wealth of knowledge to the team. This is great news for our incoming New Zealand partners as they will join UpFlow’s existing partner network with local support and will now be able to receive the following benefits;

  • Access to the UpFlow’s Partner Portal [http://support.upflow.co.nz] which includes the following functionality;
    The UpFlow knowledge base which contains hundreds of articles including issue resolution, scripting examples, guides and recommendations.
  • A fully featured support ticketing system with a dedicated support department that is open for 12 hours each business day.
  • Access to an 0800 number that will allow for priority escalation of level 1 product issues.
  • Access to a large base of solution consultants and engineers to assist with all your pre-sale and post-sale professional service needs.
  • Access to a new partner price book which includes discounted prices across most product lines.
  • Access to a range of additional product lines [document management, workflow and integration] to assist with their solution building.
  • Access to New Zealand cloud hosted versions of the UpFlow solutions.
  • Scheduled classroom training programs that are delivered at least 4 times a year – http://www.upflow.co.nz/training/
  • For the advanced partners they will get access to our program of fee-free Masters events for extending your solutions building capability.

We are looking forward to working with our new partners and delivering outstanding service to our partners in New Zealand and the South Pacific Islands.

For more information contact info@upflow.com.au

Three Way

PSIGEN Releases PSIcapture 6.0

psicapture6_flysheet_imagePSIcapture 6.0.

(Boca Raton, FL)–(May 16, 2016) PSIGEN Software, Inc., the leader in advanced capture and scanning solutions, is delighted to announce the release of PSIcapture 6.0. The newest version of PSIGEN’s flagship advanced capture product offers not only significant feature enhancements, but also a brand-new user interface.

The new UI is a sleek, user-friendly upgrade that allows for a more intuitive user experience, without compromising the robust functionality of the program. Users are able to customise the UI to suit their needs, like choosing an application theme and deciding whether or not to display the module icons and enable certain toolbars. The result is a modernised UI that is suited to the user’s specific needs.

“It’s fantastic to see the new user interface for the PSIGEN product over laying the amazing feature set the product already has at it’s core.” said Steven Chenery, CEO of UpFlow Pty Ltd. “It’s engaging and will provide users and administrators a whole new user experience to drive efficiency’s into their day to day environment.”

The capture profile configuration has been simplified, which will help reduce the time it takes users to set up the capture workflow. A notable component of this simplification is the removal of the “next” button, which allows users to go back and forth between configuration steps as needed. We have also replaced the application toolbar with a ribbon containing easily identifiable icons and command descriptions. Selecting a tab summons the ribbon drop down for that item, and the user can choose to permanently expand the ribbon should they need to access those items frequently. A customisable quick access toolbar can be added to the interface to make any ribbon item easily accessible.

“For the past 20 years, PSIGEN has worked tirelessly to create the most robust advanced capture product on the market. With our latest endeavor, PSIcapture 6.0, the expansive features of the product coalesce with a fresh, clean user interface to give our users a superior experience,” said Bruce Hensley, CEO of PSIGEN Software, Inc.

The goal of redesigning the PSIcapture UI was to make the product more user-friendly and to provide a high level of customization and efficiency during the configuration process. PSIcapture 6.0 accomplishes this through its myriad enhancements, and users can expect an overall improved experience. PSIcapture 6.0 is now available for existing users to upgrade. For more information on PSIcapture 6.0 or other PSIGEN products, contact UpFlow.

About UpFlow
UpFlow Pty Ltd is PSIGEN’s distributor across the Asia Pacific region and is focused on the delivery of Software in the Document Management and Workflow Automation space. Our focus is on providing software solutions to improve processes and workflow automation to businesses through our value added reseller network. For more information on the product or becoming a partner, visit upflow.com.au

PSIGEN Software is the innovative leader in document scanning and capture software. For nearly 20 years, PSIGEN has provided software to help organisations convert content into managed digital assets. The solutions focus on cost reduction, flexibility, standardisation and improved efficiency. For more information, visit www.psigen.com.

“PSIGEN” is a registered trademark in the US, the EU and other countries. All other trademarks and registered trademarks belong to their respective owners.

PSIGEN Resonance 2016

Its here #PSIres16 – The PSIGEN Resonance conference has just kicked off. PSIcapture

Over the next few days we will be tantalised with the latest version of PSIcapture 6.0 which is a complete new UI for the product. A focus on PSI fusion 3.0, Mobile Capture, Email Capture, Panel integration and PSI Certifications are all on the agenda.

Want to find out more? Follow the UpFlow Linkedin page and we will post updates directly from the conference: UpFlow’s Linkedin 

PSIcapture 6.0

Ready for #PSIres16? We are!capture

Be among the first to see PSIcapture 6.0. The newest version of PSIcapture will debut at Resonance in Las Vegas on the 24th April, and you will not want to miss it. 6.0 isn’t just an upgrade to PSIGEN’s current program – it’s a totally revamped product, complete with a brand new user interface, tons of incredible new features and much, much more.

Want to find out more? Follow the UpFlow Linkedin page and we will post updates directly from the conference: UpFlow’s Linkedin 

Masters – Advanced Workflows designs

The next scheduled Masters Workshop event will be Thursday April 7, 2016. This Masters_Excellence_Program_icon_001SMasters Workshop will be themed on Accounts Payable (Financial Solutions) and will be focused on developing Advanced Workflows designs which will employ a raft of scripting methods with both VB and PowerShell to efficiently process inbound Invoices and Line Items metadata.  These scheduled Masters events are by invitation only and will have limited seats made available, this is to ensure the all Masters attendees get maximum value in progressing intimate knowledge with new concepts and approaches presented.

Should you be successful in receiving a Masters invitation to this workshop, please have your applicable approvals for attendance / travel processed as soon as possible. The first eight (8) respondents to reply to the invitations will secure their position and this will be conveyed in an email.

If you are interested in any of our Master events and feel you have the prerequisites to handle the advanced content please let us know so we can make sure you are reviewed as a potential invitee to these fantastic events.

PSImaster Training

PSImasterUpFlow is running the first master class in PSIcapture focusing on AP Invoices and the newer Accelerated Classification Features.

The workshop topics that will covered are:
1. Standardisations – Naming conventions for index fields and Classifications
2. ACE – How to build with the latest features (Auto Zone Creation, Classification
Validations and Accelerated Zone Profile Configuration)
3. Line Item configurations (Including the new features that are about to be released)
4. MYOB Configurations
5. QuickBooks Configurations
6. XERO Configurations

This session was fully booked in less than 24 hours. Don’t miss the next master class, Follow our Linkedin company page to find out when the next Master session will be run: https://www.linkedin.com/company/upflow

Just when you thought it couldn’t get any better…

pushtostartPSIGEN has released PSI:Capture Version 5.4.1. The new version contains an array of useful updates to improve the user experience and reduce the time it takes to perform functions like Classification and Data Extraction.


Expanding ACE functionality

In April, PSIGEN released the Accelerated Classification Engine (ACE), which allows users to classify new document types in the middle of a batch, without having to stop the workflow. In the new version, ACE becomes even faster and more efficient than ever. With ACE’s improved functionality, it won’t matter whether you are doing the very first setup of your documents or if it is your one millionth run—if ACE has never seen a certain document before, the document will be classified with the information ACE has accessed, and the user will simply verify that ACE is correct.

“The new features in ACE have just changed the game again!” said Steven Chenery, CEO of UpFlow Pty Ltd. “ACE was a significant step out within the Capture software industry last April. These new features have now cemented a significant strategic advantage over other capture providers in the market today. It also shows PSIGEN’S continued commitment to deliver innovate product solutions in this space. Although we cannot disclose the next round of updates yet, we are already looking forward to the next release and the benefits it will bring our resellers and end customers.”

Taking a closer look at the New ACE features:

  • Auto Generate Forms from a Database. With the 5.4.1 release, ACE will be able to connect to the user’s database and preconfigure Classification Forms and rules using already existing data. The end-user’s only job will be to validate the information the first time a new form is classified. With the ability to use existing data to create Classification Forms, ACE will make the process of setting up an organisation with PSI:Capture faster than ever. So fast, in fact, that users will be able to easily configure the classification of a document in less than a minuteOther document capture companies might be able to perform this function—but can they do it this accurately and this fast?
  • Auto Zone Creation: This feature provides a turbo booster to your capture solution. It expands ACE’s functionality into the indexing/data extraction process, greatly reducing the time it takes to extract data from your documents. By utilising information about what index data you want to collect, PSI:Capture will look throughout the document at configuration time and auto-place smart zones when it finds the information needed for extraction. Just like with ACE’s database classification function, all the user will have to do to index the data is validate the placement of the smart zones one time for each document/record set combination.
  • Accelerated Zone Profile Configuration: If Zone Data Extraction fails on a document due to either misplaced zones or the absence of a matching Zone Profile, the end user can now edit the assigned profile, create an entirely new profile, or manually select an existing profile to assign to the document. This brings the power of ACE and Classification Forms to the Index module and Zone Definition Profiles.

There’s never been a better time to see what PSI:Capture has to offer your business. With an incomparable level of automation and flexibility, PSI:Capture is the key to unlocking your organisation’s potential.

To learn more, contact an UpFlow representative via info@upflow.com.au

About UpFlow
UpFlow Pty Ltd is PSIGEN’s distributor across Asia Pacific region and is focused on the delivery of Software in the Document Management and Workflow Automation space. Our focus is on providing software solutions to improve processes and workflow automation to businesses through our value added reseller network. For more information, visit upflow.com.au

PSIGEN Software is the innovative leader in document scanning and capture software. For nearly 20 years, PSIGEN has provided software to help organisations convert content into managed digital assets. The solutions focus on cost reduction, flexibility, standardisation and improved efficiency. For more information, visit www.psigen.com