DynaFile helps streamline your accounting department by providing an easy way to store, manage and keep track of Accounts Payable and Accounts Receivable documents. DynaFile's unique scan-to-cloud document management system allows for a quick transition to electronic documents and makes it simple to add miscellaneous paper files on an ongoing basis. Staff can also save or "virtually print" documentation directly into DynaFile from email attachments, websites, other applications and other systems.Your DynaFile cloud can be securely accessed from anywhere, making collaboration between team members, clients, vendors and other departments a breeze. To maintain security and compliance, admins have complete control over which users and groups of users can access specific types of documents in your online filing cabinet. Best of all, file audit reports can be used to ensure all folders are up to date with all required documents. Want to see how it works?
Go paperless fast! Barcode Recognition converts your existing paper files to electronic format quicker than you ever thought possible. However, you can only be as paperless as your coworkers, vendors, clients and partners are. So, moving forward, Batch Processing lets you easily handle the miscellaneous paper coming in to the department. With DynaFile's hybrid filing solution, dealing with paper is just as easy as managing electronic documents.
Stay connected! DynaFile's cloud file storage lets you consolidate your accounting files from emails, paper, websites and other systems into one secure location. Now team members and even external users can have access to the information they need regardless of their physical location. Admins have complete control over access permissions for individual users and groups of users. Want to make specific documents available to specific clients, vendors or employees? With DynaFile, it takes only a few clicks.
Rest easy! With DynaFile's powerful reporting options, you can be sure that your records are complete and up to date. Custom reports allow you to take an existing business rule and apply it to your file management process. In this way, you can receive email alerts that will let you know which folders are missing required documents and which folders have documentation that requires action, or just needs to be updated or renewed. Never worry about being unprepared for a file audit again!
Ditch the pen and paper! DynaFile has partnered with DocuSign to provide online form and esignature integration. Now you can have a completely paperless approval process complete with workflow routing and legally binding electronic signatures. Workflows can be set up as templates so they can be kicked off quickly and easily as needed. And, since your workflow is completely digital, you can get approvals in minutes, regardless of where your team members are located.
We are a non-profit organization that made the switch from paper files to electronic and utilized DynaFile for this transition. Our files are now accessible via the web, which allows our staff to access files securely from anywhere. This has helped us streamline our documentation and improved our staff's efficiency.
- Mary R. | DynaFile User
DynaFile system is a great way for our company to manage and store our documents. The system itself is very easy to use and doesn't require a lot of after install resolutions. I use it every day and run hundreds of documents through it with little to no effort.
- Greg K. | DynaFile User
Product is great, meets all our business needs and more. Highly recommend if you are tired of all the "piles"... DynaFile is a high quality, safe solution for any and all digital document storage.
- Terry H. | DynaFile User
Best organization to work with. I reviewed many many companies before deciding on DynaFile. What clinched the decision for our organization was the user friendly platform. We have been with DynaFile for 2 years and have never looked back. I would never use anyone else.
- Stephanie O. | DynaFile User
It is rare that you actually get the value you were sold out of a software product, however DynaFile is clearly the exception to this rule and has helped us to bridge the gap between a slow clunky paper file system into a modern, streamlined electronic system that is accessible with a few clicks of the mouse or via mobile devices while you are on the go.
- Levi K. | Unity Health
We love DynaFile! We have been using DynaFile for over 6 months and love it. Makes document filing and management so much easier than our previous system!
- Caty M. | Continuum Media