• Skip to primary navigation
  • Skip to main content
  • Skip to footer

Top Header bar

(888) 510-3453 [email protected] DEMO DYNAFILE
DynaFIle

DynaFile

Scan to Cloud HR Document Management Solutions

  • Tour
  • Solutions
    • Human Resources
      • Electronic Employee Onboarding
      • Electronic Employee Files
      • HR Employee File Management
    • Education
      • Electronic Education Onboarding
      • Electronic Education Files
      • Education File Management
    • Healthcare
    • Accounting
    • Contract Management
    • Distribution
    • Real Estate
    • Staffing
    • Other Solutions
  • Features
    • Cloud Workflows
      • Electronic Signatures
      • Secure File Sharing
      • Version Control
    • Cloud Storage
      • Document Indexing
      • Document Retrieval
      • Segmented Access
      • Drag and Drop Drive
    • Scanning Automation
      • Barcode Recognition
      • Batch Processing
    • Automated Onboarding
    • Seamless Integrations
  • Resources
    • Press Releases
    • HR Guides
    • Blog
    • FAQs
  • Company
    • Advocacy Program
    • Customers
    • Partners
    • History
    • Careers
    • Contact Us
    • Compliance & Certifications

Andrew Roberts

Paperless Tickler File System Keeps Track of Time-Sensitive Documents

March 3, 2014 by Andrew Roberts

Keeping track of actionable documents and expiring forms across an organization can be tough. A tickler file system can help keep time-sensitive documents organized.


Upgrade your time-sensitive document management with DynaFile's Paperless Tickler File System. Get organized, receive timely reminders, and streamline daily tasks. Secure, efficient, and customizable, it's time-management evolved. Learn more about how DynaFile can redefine your operational efficiency!

Most productive businesses implement a tickler file system for keeping track of any actionable items, such as appointments, meetings, conferences, travel confirmations and pending activities. The traditional tickler file is arranged in a suspended file, accordion file or file folders. This tool is indispensable for keeping track of the things you need to do each day. Many businesses are investing in tickler file software to eliminate paper files and streamline their business.

Paperless Tickler File System
Tickler file software systematizes your time management by allowing you to check all your daily activities in one spot. You can keep track of due dates for contracts and invoices, expiration dates for important forms and anything else you need to run your office smoothly day to day. Unlike paper tickler files, you can find what you need immediately without sifting through a stack of paper, giving you more time to attend to business matters.

With an electronic tickler system, you can set up your file by day, week or month. Email reminders are sent directly to your Smartphone, so you’ll never miss an important due date. If you want to share your ticklers with team members or co-workers, you can even create shared files. You tickler file software also tracks task history and lets you create reports for time-sensitive documents.

Tickler software is secure and has privacy settings to ensure contact emails and phone numbers cannot be accessed. This is especially important for Human Resource Departments where all employees’ contact information is available.

Contact us at DynaFile for more information on implementing a tickler file system for your business. DynaFile is easily customizable to fit your business effectively, no matter the department or industry.

Filed Under: Electronic Filing

3 Ways to Automatically File Documents: Automatic Filing for the Paperless Office

May 9, 2013 by Andrew Roberts

A scan-to-cloud system can reduce the hassle and cost of managing paper documents with automatic filing.


Boost your office efficiency with DynaFile's scan-to-cloud solution. Discover 3 dynamic ways - Barcode Recognition, Text Recognition, and Email Attachment - to automatically file documents. Say goodbye to tedious paperwork and welcome streamlined, cost-effective operations. Dive into the future of filing with DynaFile!

Let’s face it, pushing paper is not most people’s idea of a good time. Dealing with paper forms and documents is messy and time consuming. While technology has already helped advance your business in other areas, traditional filing methods can often be the one of the last things to get replaced. This is a huge concern when you think about how much time is spent retrieving a file, locating the document you’re looking for, re-organizing the file folder and then re-filing it in the correct location – not to mention the supply and storage costs of paper.

Manila folders stored in giant filing cabinets leave a lot to be desired when it comes to speedy document storage and retrieval. With a scan-to-cloud filing system, you can actually file documents automatically and then retrieve them instantly by their properties. Take a look at 3 ways your business can use a scan-to-cloud system like DynaFile to auto-file documents:

Barcode Recognition
Barcode recognition is a fast and easy way to image, index and store an entire paper file folder electronically. Barcode cover sheets are used to organize files into their appropriate sections before they are scanned. The barcode on each cover sheet indicates which kinds of documents follow it in the file. Once the cover sheets are inserted into the file, the entire stack can be scanned at once and the documents within are filed in the correct digital location

Text Recognition
Text recognition is a great way to handle standardized forms and other common documents. Optical character recognition (OCR) is used to recognize text on the page and convert it to machine-encoded information as it is scanned. Zonal OCR can further be used to select specific regions of the page. The text found in these regions can be used as document properties to auto file your documents for you.

Email Attachment
Some cloud solutions even allow you to email documents directly into the system. This method is generally used as an internal workflow or as an integrated paperless delivery system between two companies. The filing system will parse the email for key identifiers which are used as document properties. The email attachment (or the entire email itself) can then be auto-filed in the system according to these properties.

Going paperless does not have to be a paper struggle. With automatic filing, your business can effectively manage both paper and electronic documents without the need for large, costly physical storage. Contact us today to learn more about how your business can auto file documents using DynaFile’s scan-to-cloud solution.

Filed Under: Cloud Storage, Electronic Filing, Scanning Automation

  • « Go to Previous Page
  • Go to page 1
  • Interim pages omitted …
  • Go to page 26
  • Go to page 27
  • Go to page 28

Footer

dynafile-footer

Dynafile gives your teams secure, immediate access to the documents they need, with automated scanning, effortless retrieval, refined segmentation, onboarding integrations, and customized compliance reporting in the cloud.

DEMO DYNAFILE
  • Company
    • Tour
    • Customers
    • Partners
    • Careers
    • Contact Us
    • Compliance & Certifications
    • Advocacy Program
    • Cookie Policy (EU)
  • Features
    • Cloud Workflows
    • Cloud Storage
    • Scanning Automation
    • Automated Onboarding Integrations
    • Seamless Integrations
  • Solutions
    • Human Resources
    • Education
    • Healthcare
    • Accounting
    • Contract Management
    • Distribution
    • Real Estate
    • Staffing
    • Other Solutions
  • Resources
    • Press Releases
    • Blog
    • FAQs
© 2025 Blue Ribbon Technologies. All Rights Reserved. | Privacy Policy
Facebook linkedin youtube instagram twitter
  • DPA
    • 20211021
  • Resources
    • FAQs
    • Press Releases
    • HR Guides
    • Blog
  • Sandbox
  • Landing Page V1
  • DynaFile for Healthcare
  • Lead Referral Partner
  • DynaFile for Education
  • DynaFile for HR
  • Explore DynaFile
  • EULA
    • URL
    • Page URL
    • NPM
  • Test Page
  • DynaFile Quick Tour
  • Cookie Policy (EU)
  • Company
    • Compliance & Certifications
    • Advocacy Program
    • History
    • Careers
    • Partners
    • Customers
    • Contact Us
  • Features
    • Cloud Workflows
    • Seamless Integrations
    • Automated Onboarding Integrations
    • Cloud Storage
    • Scanning Automation
  • Solutions
    • Human Resources
    • Distribution
    • Contract Management
    • Accounting
    • Healthcare
    • Education
    • Real Estate
    • Other Solutions
    • Staffing
  • Tour
  • Landing Page
  • Homepage
  • Privacy Policy

  • Company
    • Tour
    • Customers
    • Partners
    • Careers
    • Contact Us
    • Compliance & Certifications
    • Advocacy Program
    • Cookie Policy (EU)
  • Features
    • Cloud Workflows
    • Cloud Storage
    • Scanning Automation
    • Automated Onboarding Integrations
    • Seamless Integrations
  • Solutions
    • Human Resources
    • Education
    • Healthcare
    • Accounting
    • Contract Management
    • Distribution
    • Real Estate
    • Staffing
    • Other Solutions
  • Resources
    • Press Releases
    • Blog
    • FAQs
Manage Cookie Consent
To provide the best experiences, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.
Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage {vendor_count} vendors Read more about these purposes
View preferences
{title} {title} {title}