Andrew Roberts

Say Goodbye to HR Paperwork: Automate Onboarding Workflows with DynaFile and Adobe Acrobat Sign

May 13, 2025 by Andrew Roberts

Discover how HR teams are streamlining onboarding workflows, improving compliance, and going paperless with a seamless integration between DynaFile and Adobe Acrobat Sign.

automated HR onboarding workflows with e-Signature integration

Paperwork is one of the most significant barriers to efficient HR operations. From chasing down signatures to uploading documents manually, it is easy for critical tasks to fall through the cracks. These inefficiencies not only waste time but also create compliance risks and employee frustration.

That is why organizations across industries, including education, healthcare, legal, real estate, and human resources, are turning to digital solutions that eliminate paperwork and simplify processes. DynaFile’s integration with Adobe Acrobat Sign delivers exactly that. It helps teams automate onboarding workflows, reduce risk, and manage employee files with greater speed and control.

Automate Employee Onboarding Workflows from Start to Finish

Employee onboarding often requires dozens of documents, signatures, and updates across different systems. Without the right tools in place, essential employee data can become siloed or misfiled. Even after documents are signed, it’s common for them to be stored separately from the employee’s digital record, increasing the risk of errors or incomplete files.

Now, with DynaFile and Adobe Acrobat Sign, HR teams can close that gap. When a new hire signs documents using Adobe Acrobat Sign, those files are automatically routed into DynaFile’s secure cloud repository. A folder is created for the employee, and each file is indexed using metadata-based indexing with automatic data synchronization from your HRIS or system of record.

The integration creates a seamless connection between signature capture and digital file storage. There’s no need for manual uploads of signed documents, saving HR teams valuable time.

Find What You Need, When You Need It

DynaFile makes it easy to locate any file using cross-reference searching by employee, document type, department, or location. Whether preparing for an audit, updating an employee’s records, or retrieving a signed policy acknowledgment, you can find the right document instantly.

From there, HR teams can trigger additional workflows or compliance steps. This level of visibility and control transforms onboarding into a reliable, repeatable process.

Why Adobe Acrobat Sign is the Right e-Signature Solution for HR

Adobe Acrobat Sign allows employees to sign documents securely from any device. This flexibility is essential for HR departments that manage remote, hybrid, or distributed workforces.

Beyond convenience, Adobe Acrobat Sign also supports compliance with industry regulations, including:

HIPAA (Health Insurance Portability and Accountability Act)
FERPA (Family Educational Rights and Privacy Act)
GLBA (Gramm-Leach-Bliley Act)
FDA 21 CFR Part 11 (Electronic Records and Signatures)

With built-in encryption, secure access, and full audit trails, Adobe Acrobat Sign ensures that every e-Signature is legally binding and tamper-proof. When combined with DynaFile’s automation capabilities, your HR documentation process becomes secure and compliant from end to end.

DynaFile Powers a Fully Digital HR Filing System

Highly customizable, DynaFile adapts to the unique needs of any sector. Whether you’re managing teacher onboarding in education, credentialing in healthcare, contract tracking in legal, or employee records in HR, DynaFile can support your workflow. While Adobe Acrobat Sign handles the secure e-Signature process, DynaFile brings structure, visibility, and automation to the entire document lifecycle. Key features include:

Barcode-powered automated document routing
Metadata-based indexing and folder creation
Automatic data synchronization from HRIS platforms
Role-based access controls for document security
Custom employee document retention policies
Audit reporting and file compliance checklists
Secure access from any location or device

Whether you are onboarding a new employee, responding to a compliance audit, or preparing annual reviews, DynaFile ensures every document is accurate, accessible, and secure.

A Smarter Way to Manage HR Documentation

This integration between DynaFile and Adobe Acrobat Sign is not just a feature upgrade but a smarter, faster way for HR teams to eliminate paperwork and simplify operations. From improving onboarding workflows to maintaining long-term compliance, this solution is designed for digital-first HR departments that must stay ahead.

If your team is still managing paper files or disconnected digital tools, now is the time to streamline your process.

Q: What is the benefit of integrating DynaFile with Adobe Acrobat Sign?

A: The integration creates a seamless digital workflow for HR teams by allowing documents to be signed electronically and then automatically routed into DynaFile’s secure cloud filing system. This eliminates manual uploads, reduces errors, and helps teams stay compliant with regulations like HIPAA, FERPA, and GLBA.

Q: Can this integration help with onboarding new hires remotely?

A: Yes. The DynaFile and Adobe Acrobat Sign integration is ideal for remote and hybrid teams. New hire forms can be signed from any device, anywhere, and are instantly filed in the correct employee folder within DynaFile.

Q: What types of HR documents can be managed using this integration?

A: Common documents include offer letters, onboarding packets, tax forms (like I-9s and W-4s), policy acknowledgments, benefits forms, performance reviews, training records, and more. These documents can be signed securely and automatically filed in the correct location.

Q: How does this integration support HR compliance?

A: The integration supports compliance through secure e-Signatures, automatic document indexing, and features like document retention policies, role-based access controls, and audit-ready file checklists. It helps organizations meet standards such as HIPAA, FERPA, GLBA, and FDA 21 CFR Part 11.

Q: Are there other e-Signature integrations available with DynaFile?

A: Yes. In addition to Adobe Acrobat Sign, DynaFile also integrates with other trusted e-Signature platforms, including DocuSign and PandaDoc. These integrations allow organizations to choose the solution that best fits their existing workflows and security requirements.

Explore the Integration Today

Schedule your customized demo to see how DynaFile and Adobe Acrobat Sign can help your HR team go paperless and stay audit-ready.

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Why Storing Education Data Isn’t Enough: The Shift to Smarter Document Management

May 5, 2025 by Andrew Roberts

Moving Beyond Raw Storage with Purpose-Built Document Management in Education

Educational institutions are collecting more information than ever, but turning that data into action is a different story. From enrollment paperwork and financial aid forms to employee onboarding documents and compliance records, schools, districts, and universities are juggling massive amounts of files across departments. Yet many still rely on disconnected systems or generic cloud storage that are not designed for the complexities of education. To operate efficiently and stay audit-ready, institutions need more than a place to store files. They need a smarter way to manage them.

To remain efficient, compliant, and responsive, schools must shift their focus from basic storage to innovative education record management. A dedicated document management system for education offers the tools to organize, secure, and leverage information more effectively.

The Real Challenge: Disconnected, Underutilized Data

As education becomes increasingly digital, institutions face mounting pressure to manage information securely, efficiently, and intelligently. Whether it’s handling student enrollment records, faculty credentials, or compliance documentation, the volume and complexity of files continues to grow. But despite this shift, many schools still rely on outdated tools and manual processes that were never meant to keep up with modern demands. To improve operations, protect sensitive records, and reduce administrative strain, schools need more than cloud storage. They need a document management system built specifically for the education environment.

Why Cloud Storage Alone Is Not Enough

Cloud storage is useful for backups and large file hosting, but it is not built to handle the daily needs of HR and administrative teams in education. Managing employee files, student records, and compliance documents requires more than a shared drive.

Let’s compare:

Cloud Storage Platform	Education Document Management System
Stores data only	Organizes files using metadata and categories
No built-in workflows	Automates filing, approvals, and routing
Limited compliance tools	Supports FERPA, HIPAA, and audit readiness
Basic permissions	Role-based access control
Folder-based navigation	Searchable, indexed digital file repository

A complete electronic filing system for education allows institutions to move away from manual processes and toward faster, more secure, and more accessible recordkeeping.

The Cost of Inefficiency in Education

Educational institutions are increasingly overwhelmed by the volume and complexity of data they must manage. A recent survey by U.K.-based researcher Vanson Bourne surveyed 1,200 IT decision-makers around the world and found that many schools face challenges related to data security, accessibility, and scalability. These obstacles often prevent institutions from managing their information efficiently or meeting long-term strategic goals.

Meanwhile, a study published by UCLA and the MIT Press revealed that many universities struggle to capture the full value of their data due to fragmented infrastructure and a lack of cohesive strategy. Despite having access to large volumes of information, colleges and universities often lack the tools and systems needed to integrate data sources and use them to inform decisions across departments.

These findings align with a recent EdTech Magazine article emphasizing the importance of improving data management in higher education. The article highlights the operational risks of outdated systems, paper-based workflows, and siloed file storage practices. Without a structured approach to document management, institutions face rising administrative burdens, limited visibility, and increased risk during audits or compliance reviews.

These challenges highlight the growing need for a centralized document management system built specifically for education. DynaFile helps schools and universities address these inefficiencies with scan-to-cloud automation, advanced file indexing, and seamless integration with existing SIS and HR platforms. The result is a secure, scalable, and audit-ready solution for managing both student and employee records.

What to Look for in an Education Document Management Solution

Whether managing onboarding documents, enrollment records, or academic credentials, educational institutions need tools that streamline daily tasks while maintaining security and compliance.

Here are key features to look for:

Scan-to-cloud conversion with barcode automation
Electronic onboarding for staff and students
Secure access permissions and version control
FERPA-compliant audit trails
SIS and HRIS platform integrations
Real-time reporting and customizable dashboards
Metadata tagging and quick search functionality

A strong document management solution will eliminate paper bottlenecks and give teams faster access to the information they need.

Why Schools Should Avoid DIY Document Systems

Some IT departments try to build internal filing systems using cloud storage or shared drives. While this may work temporarily, these solutions rarely scale. They often lack audit trails, file indexing, and access control. As institutions grow and face more complex compliance requirements, these limitations become serious liabilities.

A purpose-built education file management solution like DynaFile is designed to support staff, faculty, and students across campuses and departments. It simplifies the transition to digital records while improving visibility, automation, and security.

Conclusion: Managing Information With Purpose

Educational institutions are under pressure to do more with limited resources. Relying on outdated or generic tools to manage records can slow down processes, increase compliance risks, and waste valuable staff time.

A document management system for education provides the tools needed to digitize files, automate workflows, and centralize access in a secure, compliant environment. With DynaFile, schools can eliminate paper, simplify onboarding, support audits, and create smarter workflows that scale with their mission.

Q: Why isn’t cloud storage enough for education document management?

A: Cloud storage platforms are not designed to manage structured records or workflows. Schools need a document management system to securely organize, search, and control access to student and staff files while meeting compliance requirements.

Q: What is a document management system for education?

A: A document management system for education is a digital solution that helps schools and districts manage student and employee records. It includes tools for scanning, indexing, secure access, onboarding, and compliance reporting.

Q: What are the risks of DIY document management in schools?

A: DIY storage solutions often lack security, structure, and compliance features. These systems can lead to lost documents, inefficient workflows, and increased risk during audits.

Q: How does DynaFile improve education document management?

A: DynaFile provides scan-to-cloud automation, searchable digital filing, and integration with SIS and HR platforms. Schools use DynaFile to reduce paperwork, streamline onboarding, and keep records audit-ready.

Ready to Modernize Your Education File Management?

Schedule your customized demo to see how DynaFile helps schools and districts go paperless, stay compliant, and streamline onboarding and document workflows.

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Ditch the Paper: How Automated Document Scanning and Barcode Filing Are Transforming HR, Education, Healthcare, and Beyond

April 28, 2025 by Andrew Roberts

Tired of chasing paper? See how automated document scanning and barcode filing are helping industries streamline workflows, strengthen security, and fast-track digital transformation.

In today’s fast-moving, digitally connected world, companies that still rely on paper or hybrid filing systems are feeling the pressure. Between lost productivity, compliance risks, and frustrated employees, the hidden costs of paper files add up fast.

As studies have shown, according to an International Data Corporation (IDC) white paper sponsored by Adobe, organizations lose 21.3% of overall employee productivity due to document-related challenges. These disconnected document processes can significantly impede business operations, affecting revenue, compliance, cost, productivity, and customer experience. In another IDC study, it was found that more than a third of business leaders report problems with agreements that are missing signatures, initials, or dates, or that have been signed by the wrong person. Nearly half (46%) are unsure they have copies of all signed agreements. Just over half (51%) say they have problems with documents that are misfiled or lost.

The good news? You don’t have to overhaul your operations overnight to make a significant impact. Instead, with automated document scanning and barcode recognition technology, organizations across various industries are accelerating their digital transformation, simplifying workflows, enhancing compliance, and saving valuable time every day.

Let’s dive deeper into exactly how businesses in HR, education, healthcare, staffing, and other industries are transforming paper chaos into digital control.

The Hidden Costs of Paper and Hybrid Filing Systems

To begin with, let’s start by looking at the real impact of sticking with outdated filing systems.

Paper may feel familiar, but in a hybrid or remote-first environment, it creates major roadblocks:

Wasted hours searching for lost or misfiled documents
Compliance risks from missing or incomplete records
Slower workflows that frustrate employees and hurt retention
Limited collaboration with distributed teams

Every delay in finding, filing, or securing paperwork chips away at organizational efficiency and exposes businesses to unnecessary risks.

What Is Automated Document Scanning — and Why It Matters

In response to these challenges, many organizations are turning to more innovative filing solutions.

Automated document scanning converts paper files into organized, searchable digital documents using intelligent tools, such as barcode scanning. Instead of manually naming, tagging, and filing every document, barcode cover sheets guide files directly into the correct digital folders — instantly indexed by employee, document type, date, or any other customized tag your business needs.

With DynaFile’s barcode recognition and batch processing, your team can digitize hundreds of documents at once, eliminating manual entry, human error, and wasted effort. As a result, it’s the easiest way to bring paper archives and daily workflows into the digital age without slowing down.

Why One-Size-Fits-All Doesn’t Work: The Power of Custom Metadata Indexing

Furthermore, every organization operates differently, and your document management solution should too.

That’s why DynaFile offers completely customizable and configurable metadata indexing tailored to your workflows.
Examples include:

Education: Tagging student files by FERPA compliance needs, graduation year, and credential requirements.
Healthcare: Indexing licenses, certifications, and credentialing documents for HIPAA and Joint Commission audits.
Staffing: Filing new hire paperwork, background checks, and client-specific onboarding forms.
Real Estate, Legal, Finance: Organizing contracts, applications, financial records, and regulatory documents by client, property, or transaction.

With DynaFile, your digital filing system mirrors the way your teams actually work. This ensures fast, intuitive access to information every day.

Edit and Manage Files Seamlessly with Inter-Document Page Editing

In addition, updating or correcting digital documents should be just as effortless.

DynaFile’s inter-document page editing tools allow users to move, split, merge, or remove pages right inside the system — no re-scanning required.
This robust feature means fewer errors, faster updates, and more accurate digital employee record keeping.

Centralized, Secure, and Integrated for Future-Ready Workflows

Once your documents are digitized, the next step is ensuring they remain accessible, secure, and integrated with your systems.

Documents scanned into DynaFile are stored securely in a centralized cloud repository. Authorized users can access them from anywhere, at any time.

DynaFile also integrates seamlessly with leading HRIS, HCM, SIS, and e-signature platforms like DocuSign, Adobe Sign, iCIMS, Workday, and more. Whether your team needs to pull an employee file during an audit or update a student record remotely, everything is at your fingertips.

Built-In Security and Compliance You Can Trust

Security is built into every layer of DynaFile’s system. Users can only access authorized files and folders, with sensitive data protected through encryption. Role-based permissions and multi-factor authentication (MFA) prevent unauthorized logins, while enterprise-level encryption protects sensitive employee and student data both in transit and at rest.

And with DynaFile’s built-in compliance toolkit — including audit reporting, version history, and role-based access controls — you’re always ready for internal reviews, external audits, or policy changes without scrambling.

Real Results: Organizations Across Industries Are Transforming

The benefits of automated document scanning aren’t just theory — real organizations are already seeing transformational results.

When BioTelemetry, a leading healthcare technology provider, needed to digitize its growing HR department’s paper files, it turned to DynaFile. They eliminated paper bottlenecks and improved the onboarding process. HR records also became instantly accessible across remote teams.

“We were like… lightbulb moment! We could fix so many things with one product. We can securely transfer all of that information without having to send attachments through email. And it was a big win from the audit perspective as well. Our audit team was impressed… better than we could have expected and much more cost-efficient than having to implement an entire onboarding module within our HRIS system.“
— Jill Purcell, HR Analyst, BioTelemetry

Similarly, at the San Diego Zoo, the HR department embraced a full digital transformation by combining DynaFile’s automated document scanning with DocuSign’s digital transaction management solutions. They moved their entire archive — 87 boxes of personnel and medical folders — into secure cloud storage and eliminated paper-based processes.

“DynaFile allowed us to automate the scanning process and house the 87 boxes of personnel and medical folders we had previously kept in physical storage in the cloud; and now, with DocuSign, we are taking our business digital.”
— Stephanie Crise, Senior Human Resources Representative, San Diego Zoo

Clearly, across industries, organizations are proving that automated document scanning and barcode filing are not just upgrades— they are essential for thriving in a digital-first world.

Q: How does barcode filing work?

A: Barcode filing uses cover sheets with barcode labels to automatically route scanned documents into the correct digital folders. This ensures that each file is instantly indexed by employee name, document type, date, or any custom field your organization needs.

Q: Which industries benefit most from automated document scanning and barcode recognition?

A: Industries like HR, education, healthcare, staffing, finance, legal, and distribution benefit the most. Any organization managing high volumes of employee, student, or client files can save time, boost compliance, and improve security by digitizing their paperwork.

Q: Is DynaFile’s document scanning system customizable?

A: Yes, DynaFile offers completely customizable metadata indexing and filing structures. Organizations can tailor the system to fit their exact needs, from HR compliance tracking to student record management to medical credentialing.

Q: How secure is a cloud-based document management system like DynaFile?

A: DynaFile uses enterprise-level encryption, granular role-based access controls, multi-factor authentication (MFA), and detailed audit reporting to protect sensitive information. Files are securely stored in the cloud and accessible only to authorized users.

Ready to Trade Paper Frustration for Digital Efficiency?

It’s time to ditch outdated processes and future-proof your workflows.
Explore how DynaFile’s automated document scanning and barcode recognition technology can help your organization make the leap to digital with ease.

Schedule a Demo Today and discover the more innovative way to manage your files!

7 Signs It’s Time to Switch Your Document Management System

April 16, 2025 by Andrew Roberts

Is your current DMS holding you back? Discover the warning signs and how to future-proof your HR file management.

7 Signs It’s Time to Switch Your Document Management System

Are your HR teams constantly battling paperwork, slow systems, or frustrating searches for employee files? You’re not alone. As organizations scale and compliance requirements grow stricter, legacy systems and manual processes often hold HR teams back.

If your current approach to document management feels disorganized, disconnected, or outdated, it might be time for a change. Here are 7 telltale signs it’s time to upgrade to a smarter, cloud-based document management system (DMS) built for modern HR.

1. Your Team Is Wasting Hours Searching for Files

According to a study by Glean, American employees spend an average of 2 hours per day searching for documents, amounting to 25% of the workweek lost to inefficiency. That’s time that could be better spent on strategic initiatives like employee engagement, compliance preparation, or benefits planning. A robust HR document management system makes finding files instant and intuitive with indexed search, metadata tagging, and centralized digital storage.

2. Employees Are Frustrated by the System

Poor document workflows don’t just drain productivity—they hurt retention. That same Glean study found that 43% of employees would consider leaving their job if their company lacked an efficient way to access records. The number jumps to 57% for employees aged 35–44. If your HR system frustrates your workforce, it’s time to rethink the foundation.

3. You’re Still Relying on Inefficient Paper Processes

A report by Xerox found that 46% of employees at small to midsize businesses waste time daily on inefficient paper-based processes. Whether you’re printing onboarding packets or manually filing performance reviews, these outdated workflows introduce errors, slowdowns, and security risks. A digital-first DMS software eliminates these paper chases.

4. Your File Access Is Inconsistent or Confusing

In a 2023 Adobe Acrobat survey, 48% of employees said they struggle to find documents quickly, while 47% feel their company’s online filing system is confusing and ineffective. If your current solution leaves HR teams second-guessing where files live—or worse, relying on disconnected drives and emails—it’s time to invest in smarter electronic document storage.

5. Your HRIS or HCM System Doesn’t Handle Documents Well

Many HR leaders assume their HRIS or HCM can manage employee files, but these platforms often fall short when it comes to advanced document control. From versioning and role-based access to retention rules and audit trails, your enterprise document management needs likely extend beyond what a payroll or benefits system can offer.

Want to keep your HR tools connected? DynaFile integrates seamlessly with systems like Workday, ADP, Paylocity, UKG, and e-signature solutions including DocuSign, Adobe Sign, PandaDoc, and more.

6. You’re Not Confident About Audit Readiness

If preparing for an audit sends your HR team scrambling, your document control system isn’t working. A robust document control solution keeps your files secure, organized, and audit-ready, complete with permission tracking, signature verification, and compliance reporting features.

“I have to say my favorite part of DynaFile has been being able to share access with the auditors. It used to take me 1 whole day to scan the files they requested and now it takes me less than 15 minutes to share the access.”
– Lindsey Yearsley | Financial Aid Leader Paul Mitchell School

7. You’ve Outgrown Your Current System

What worked for a 10-person team won’t scale to 100 or 1,000. If your current system can’t handle multi-departmental access, hybrid teams, or secure external sharing, it’s time to switch to a flexible cloud document management solution that grows with your business.

Q: What platforms does DynaFile integrate with?

A: DynaFile integrates with leading HR, HCM, and e-signature platforms such as DocuSign, Adobe Sign, PandaDoc, signNow, JotForm, Workday, ADP, SAP SuccessFactors, Ceridian Dayforce, UKG, Paylocity, iCIMS, Oracle Taleo, Rival, and IBM Kenexa BrassRing—among others. These integrations streamline document workflows across the entire employee lifecycle.

Q: What industries does DynaFile serve?

A: DynaFile serves HR teams across industries like education, healthcare, legal, staffing, real estate, distribution, and finance. From K12 schools to healthcare systems and law firms, DynaFile helps organizations securely manage employee documents and maintain compliance, no matter the sector.

Q: Can DynaFile work with paper, email, and legacy systems?

A: Yes. DynaFile includes scanning automation tools to digitize paper files using barcode cover sheets. Emails and digital documents can be uploaded directly into a centralized, secure filing system, making it easy to consolidate all HR records in one place.

Q: Is DynaFile secure for storing sensitive HR documents?

A: Yes. DynaFile offers role-based access controls, encryption, audit trails, and automated retention policies to help ensure compliance with HIPAA, FERPA, and other industry regulations.

Choose the Best Document Management System for Your Business

When selecting a new DMS, look for a platform that:

Integrates with your existing HR systems
Supports remote and hybrid workflows
Automates file organization and retention
Secures access with audit-level controls
Scales with your team’s growth.

Ready to Make the Switch?

DynaFile is the trusted solution for HR teams that need speed, security, and simplicity. Schedule a personalized demo and see how DynaFile can help your team save time, reduce risk, and eliminate paper and inefficient systems, once and for all.

Schedule a Demo

Digital HR Workflows Made Easy: How DynaFile + DocuSign Simplify Employee File Management

April 7, 2025 by Andrew Roberts

Eliminate Paperwork and Simplify Onboarding with DynaFile + DocuSign Integration

This powerful integration streamlines how HR teams send, sign, and store employee documents, making file management easier, faster, and fully digital.

Manual paperwork continues to slow down HR teams. Chasing signatures, organizing files, and managing documents by hand takes time away from strategic work like employee engagement and compliance. But there’s a better way.

With the DynaFile + DocuSign integration, HR teams can streamline every step of the documentation process—from sending forms to storing completed files—automatically and securely.

In this post, we’ll walk through how the integration works, who it benefits, and why making the move to digital document management gives HR teams more time to focus on people, not paperwork.

The Hidden Cost of Manual HR Workflows

Manual HR processes may seem manageable at first, but over time, they quietly drain productivity, delay critical tasks, and increase compliance risks. From onboarding paperwork to signature requests, small inefficiencies compound quickly, especially for growing or multi-location teams.

According to CareerBuilder, two in five HR managers spend three or more hours manually collecting onboarding information for every new hire, and manual onboarding processes increase workloads 37% of the time. That’s valuable time lost to repetitive admin work—time HR professionals could spend improving employee experience or building strategy.

By switching to DynaFile and DocuSign, teams can move from reactive, manual workflows to a proactive, fully digital HR process.

How the DynaFile + DocuSign Integration Works

The DynaFile + DocuSign integration simplifies your HR document workflow. Here’s how it works step-by-step:

1. Create & Send Documents in DocuSign

First, log in to your DocuSign account and choose from reusable templates like W-4s, employee handbooks, or policy forms. Then fill in the necessary details, assign recipients, and send documents out for signatures.

2. Add Required Fields for Seamless Signing

Next, use DocuSign’s drag-and-drop tools to add signature boxes, initials, dates, and checkboxes. These smart fields walk recipients through the form, so they complete everything correctly on the first try.

3. Automatically File in DynaFile

After signatures are complete, DynaFile stores each document in the correct employee folder—instantly and securely. There’s no need to rename, download, or upload files. Everything lands exactly where it belongs, already organized and audit-ready.

Real Results from Real Organizations

Fisher & Phillips

With 41 offices across the U.S., Fisher Phillips used DynaFile + DocuSign to eliminate manual HR processes and cut 5–7 hours of admin time per week. Secure, remote file access now allows their HR team to work more efficiently across locations.

“We began our DynaFile implementation a few weeks before COVID started. We wouldn’t have been able to work as effectively as we did during the pandemic without having our employee files digitized. DynaFile allowed us to transform not only how we work, but where we work.”
-Karen Hall | Director of Human Resources, Fisher Phillips

Get the Case Study >

San Diego Zoo Wildlife Alliance

This iconic organization went fully paperless by digitizing 100% of its employee records using DynaFile and DocuSign. Today, their HR team benefits from faster onboarding, streamlined document control, and full compliance—all without the filing cabinet.

“We can send out all of our onboarding paperwork online through DocuSign, have new-hires fill it out through DocuSign, have it sent back to us, and after it is approved, it’s archived in DynaFile’s storage cloud. With DynaFile’s segmented access controls we can now give Payroll access to just the documents they need. It’s quick, secure, easy — anyone can do it. On paper alone, the cost savings is in the thousands and possibly the hundreds of thousands when all is said and done.”

-Laura M. | Director of Human Resources, San Diego Zoo Wildlife Alliance

Get the Case Study >

Q&A: Common Questions About the Integration

What types of HR documents can I use with DynaFile + DocuSign?
You can automate signatures and filing for onboarding packets, policy acknowledgments, tax forms (W-4, I-9), training sign-offs, performance evaluations, and more.

Do I need to manually upload signed documents to DynaFile?
No. Once documents are signed via DocuSign, they are automatically stored in the correct DynaFile folder with no additional steps required.

Is this integration secure and compliant?
Yes. DocuSign provides legally binding, secure e-signatures. DynaFile enhances this with audit trails, role-based access, and expiration alerts for full compliance.

Can this integration support a remote or hybrid HR team?
Absolutely. Both DynaFile and DocuSign are cloud-based, allowing your team to manage documents securely from anywhere.

Why This Integration Matters Now

HR departments face rising expectations—faster hiring, better compliance, and fewer errors. Manual processes can’t keep up.

With DynaFile and DocuSign, you can remove bottlenecks, reduce risk, and get back hours each week. The result? A better experience for both HR teams and the employees they support.

DOWNLOAD THE WHITEPAPER

Ready to See It in Action?

Explore how DynaFile and DocuSign work together to eliminate manual filing, reduce risk, and modernize your HR workflows.

Whether you’re in healthcare, education, legal, manufacturing, or professional services, DynaFile and DocuSign can streamline HR document management across your entire organization.

Schedule a demo with DynaFile and learn how to transform your workflows and unlock the power of digital HR document management.

How to Simplify Your HR Document Management System with DynaFile and PandaDoc

March 26, 2025 by Andrew Roberts

Automate your HR workflows with DynaFile and PandaDoc

Streamline Hiring, Onboarding, and Compliance with an Automated HR Document Management System

“According to research by Deloitte, HR staff spend as much as 57% of their time on administrative tasks, leaving little time for more strategic work.”

If your HR department is still drowning in paperwork, uploading PDFs by hand, or hunting through folders before an audit, it’s time to reconsider your workflow.

Manual processes don’t just waste time—they create risk. The good news? There’s a better way.

With the plug-and-play integration between DynaFile and PandaDoc, you can create a streamlined, automated HR Document Management System that eliminates paperwork, boosts compliance, and gives your HR team valuable time back.

Why Manual HR Workflows Are No Longer Sustainable

The Problem: Too Much Admin, Not Enough Strategy

Even with a growing number of HR tools available, many organizations still depend on outdated processes to manage:

New hire paperwork
Benefits forms
Performance evaluations
Policy acknowledgments
Compliance documentation

These tasks are tedious and repetitive. And for remote or hybrid teams, they can be nearly impossible to manage efficiently.

A better system isn’t just a convenience—it’s a necessity.

The Solution: A Fully Integrated HR Document Management System

DynaFile + PandaDoc = End-to-End Automation

This integration connects two best-in-class platforms to deliver an easy-to-use, cloud-based solution for every step of the employee lifecycle.

Here’s what that looks like:

Build & Send with PandaDoc
Create custom HR documents using PandaDoc’s dynamic templates—from offer letters to onboarding workflows.

Get Secure eSignatures
Employees can fill and sign from anywhere, on any device. Forms are legally compliant and fast to complete.

Auto-File in DynaFile
Once completed, documents are automatically routed to the correct employee folder in DynaFile—no uploading required.

Stay Audit-Ready
With built-in HR compliance features, DynaFile alerts your team when documents are missing or expiring, keeping you prepared at all times.

Real Results: 100% Filing Efficiency at Paul Mitchell School

When the team at the Paul Mitchell School of Rexburg, ID sought to modernize its HR document process, they implemented DynaFile with PandaDoc—and the results were immediate.

“Having PandaDoc automatically import signed forms [into DynaFile] has been amazing. This saves us a ton of time.”
– Lindsey Yearsley, Financial Aid Leader

After adopting the integrated system, the team saw a 100% increase in filing efficiency. Their staff now benefits from remote access, automated workflows, and streamlined document management for education.

Visual Walkthrough: See It in Action

Here’s how your workflow looks with the integration in place:

1. Build & Send in PandaDoc

Use the dashboard and templates to send custom HR documents fast.

2. Add Smart Fields

Drag and drop fields like name, date, and signature for seamless completion.

3. Automatically File in DynaFile

Signed forms are instantly filed in the employee’s folder—secure, searchable, and organized.

It’s a complete HR Document Management System that reduces workload and increases confidence.

Why This Matters Now

HR teams are doing more with less. Whether you’re managing hiring, compliance, or HR onboarding document management, manual processes are no longer sustainable.

The DynaFile + PandaDoc integration offers an intuitive, reliable way to simplify operations, automate document workflows, and support a growing workforce without increasing administrative burden.