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Digital Transformation

How MorningStar Senior Living Streamlined HR and Strengthened Compliance with DynaFile

June 9, 2025 by Andrew Roberts

A real-world case study in how a leading senior living organization modernized HR workflows with a secure, cloud-based document management solution built for compliance-driven industries.


HR document management system for healthcare and senior living

From Filing Cabinets to Cloud Confidence: How MorningStar Modernized HR

In senior living and healthcare settings, every minute spent managing paperwork is a minute not spent supporting residents. MorningStar Senior Living recognized this challenge across its 38 communities. With more than 3,200 employees in 11 states, their HR department struggled with manual filing, slow onboarding, and increasing compliance demands.

At the time, new hire paperwork had to be printed, scanned, faxed, and manually filed. Filing cabinets crowded offices. In addition, audits took valuable time away from strategic priorities. Clearly, MorningStar needed a better way to manage employee files, one that aligned with its mission to deliver compassionate, people-centered care.

As a result, they chose DynaFile.


Why MorningStar Chose DynaFile to Support Its Caregiving Mission

MorningStar required a secure and scalable document management solution that could simplify HR operations across all of its locations. Additionally, it needed to support fast onboarding and ensure secure access to sensitive employee records for a care-focused workforce.
DynaFile met every need.

By integrating with existing tools such as DocuSign and human resource information systems, including ADP and UKG, DynaFile made it easy for HR teams to complete, store, and retrieve employee records in a single digital workflow. Furthermore, the ability to upload large batches of files and organize them using indexed filing eliminated manual processes and reduced paperwork.

Security and compliance were essential. Since staff members support assisted living, memory care, and wellness programs, MorningStar needed strong protections for sensitive data. DynaFile provided granular access controls, allowing HR leaders to restrict file visibility by department, role, or location. Moreover, every file interaction was automatically tracked through detailed audit trails. These features created a safer, more transparent environment for managing workforce records.

The Results MorningStar Achieved

Since moving to DynaFile, MorningStar Senior Living has experienced significant improvements across its HR operations. Most importantly, their team can now focus more on people and less on paperwork.
Here are a few of the outcomes:

  • More than a 90 percent reduction in paper-based employee records
  • Filing cabinets were eliminated across all 41 communities
  • Lower paper usage and reduced supply and storage costs
  • Faster onboarding experience for new hires
  • Streamlined audits with real-time document access and visibility
  • Greater efficiency for HR teams across multiple states

It feels so seamless

What we’ve loved about DynaFile is how easy and intuitive it is to use. We refer to it as our ‘digital filing cabinet’ because it’s simple to get things into and has as many features as we want to sort, organize, and pull out what we’ve stored in the system. It feels so seamless to get things into and out of the system. There is no longer a need for piles of paper on the desk taunting you that it needs to be scanned and organized.

Chris Livesay, Chief Human Resources Officer,
MorningStar Senior Living



A Smarter HR Approach for Senior Living and Healthcare Support

MorningStar’s success shows how HR transformation can directly benefit care-focused organizations. Whether your team operates in senior living, assisted living, rehabilitation services, or another healthcare-related field, paper-based systems slow down operations and increase compliance risk.

DynaFile is a cloud-based document management system designed specifically for human resource teams in senior living, healthcare, education, manufacturing, legal, distribution, and other compliance-driven or document-intensive industries. It helps care providers, healthcare organizations, and multi-location teams eliminate paperwork, protect employee data, and maintain regulatory compliance with ease.

With DynaFile, HR teams can:

  • Go fully digital with bulk uploads and indexed file organization
  • Control access using role-based security and permission settings
  • Track compliance with real-time version history and document audit reports
  • Support fast onboarding through integrated workflows
  • Keep documents secure using encrypted storage in the cloud
  • Reduce costs by eliminating paper use and physical storage needs
DOWNLOAD CASE STUDY

Is Your HR Department Ready to Move Away from Paper

If your HR team is still relying on manual files, spending hours preparing for audits, or struggling to keep up with compliance requirements, it is time to rethink your document strategy.

DynaFile gives your team the tools to work faster, stay organized, and protect sensitive information. Whether you work in healthcare, senior living, education, or another regulated industry, the right solution can make all the difference.

Ready to see how DynaFile can help your organization? Schedule a customized demo today and take the first step toward a more innovative HR document system that prioritizes care, compliance, and efficiency.

Filed Under: Digital Transformation, Paperless Onboarding, Record Compliance, Scanning Automation, Workflow Integrations

Insider Threats in HR: When Trust Fails, and Data Leaks Begin

June 3, 2025 by Andrew Roberts

How internal breaches are putting employee data in jeopardy


The Growing Threat of Insider Data Breaches in HR

Cybersecurity threats are no longer limited to faceless hackers from outside an organization. In many cases, the danger is much closer to home. A former employee, a disgruntled team member, or even a simple internal misstep can expose your organization to significant risks. These insider threats can compromise everything from employee files to payroll records, putting your compliance, reputation, and operations in serious jeopardy.

No industry is safe. In fact, DynaFile serves industries such as education, healthcare, human resources, aviation, legal, financial services, and others where secure document management is critical. Consequently, regardless of your field, insider breaches are becoming increasingly common, sophisticated, and damaging.

Real Incidents That Hit Close to Home

Here are several recent examples of insider-related data breaches. Specifically, these incidents demonstrate how both intentional misuse and internal errors can lead to severe consequences. Therefore, they underscore the importance of secure document controls, strict access policies, and a robust offboarding process.

Pegasus Airline Employee Exposes 23 Million Files

An employee at Pegasus Airlines improperly configured a cloud storage bucket, making confidential flight charts, crew data, plaintext passwords, and other sensitive materials accessible online.

900 U.S. Schools Impacted by Student Data Breach

The National Student Clearinghouse confirmed a breach caused by a compromised file transfer tool. As a result, student data from nearly 900 schools was exposed because internal access controls were not properly managed.

Credit Union Employee Deletes 21 Gigabytes in Retaliation

Following the employee’s termination, they deleted 21 gigabytes of data, including customer mortgage files and anti-ransomware tools. As a result, the credit union experienced significant business disruption.

Disney Accuses Fired Employee Of Hacking Menus

A terminated employee allegedly gained unauthorized access to the menu systems of a global entertainment company, modifying allergen data on its platform. This act of retaliation could have posed serious health and legal risks.

Twitter/X Insider Leaks 2.8 Billion Profiles

A disgruntled former employee allegedly leaked a massive data dump containing 2.8 billion Twitter profiles. The exposed data included user information dating back to the platform’s early days.

Kill Switch Attack Cripples Ohio Software Firm

An ex-employee of an Ohio-based company deployed a “kill switch” malware after being restructured out of their role. The sabotage caused major disruptions and significant recovery costs.

Internal Misconfiguration Exposes 31 Million Patient Records

A massive healthcare breach occurred when a medical software platform failed to properly configure its security settings, resulting in more than 31 million patient records being publicly accessible. The exposure did not stem from malicious intent but instead resulted from an internal oversight. This breach example serves as a clear reminder that insider threats can arise from negligence just as easily as from deliberate actions.

Supporting Research: Insider Threats Are Rising

Recent research from Binghamton University found that organizations are significantly more vulnerable to data breaches during layoffs or staff transitions. Improper offboarding was a significant factor in elevated risk.

Additionally, a report from Security Info Watch revealed that 44 percent of organizations experienced an increase in insider threat activity over the past year, particularly associated with employee exits.

CIMCOR also tracks internal breach cases across sectors, showing that human error and negligence remain leading causes of exposure.

HR’s Role in Preventing Insider Breaches

Human Resources departments manage some of the most sensitive records in an organization. When internal systems lack proper controls or monitoring, they become easy targets for exploitation. Whether intentional or accidental, insider errors can lead to significant compliance violations and costly incidents.

Common vulnerabilities include:

  • Poor or delayed offboarding procedures
  • Unsecured or misconfigured cloud storage
  • Lack of visibility into file access and activity
  • There is no system for tracking employee permissions or usage

These risks increase in environments that rely on outdated paper-based processes or generic cloud storage platforms lacking HR-specific safeguards.

How DynaFile Stops Insider Threats Before They Start

DynaFile is a secure cloud-based document management system built for HR and operations teams. It helps organizations take control of sensitive files and reduce the risk of insider threats through key features designed for proactive protection.

  • Granular Role Permissions: Only authorized team members can access specific files based on their department, role, or credentials. This granular control limits exposure and keeps data protected.
  • Complete Audit Trails: Audit trails provide a real-time record of file access and activity, promoting accountability and facilitating the early identification of suspicious behavior.
  • Automated Offboarding Workflows: No manual steps are required, and access is immediately revoked upon an employee’s departure, reducing the risk of oversight or delay.
  • Secure Cloud Configuration: DynaFile’s cloud environment utilizes encryption, strict authentication, and configuration protocols to prevent accidental exposure or unauthorized file access.

Ready to Lock Down Your HR Files?

Insider threats continue to grow. Consequently, if your HR team is still using paper files, shared drives, or outdated systems, you may be exposing your organization to avoidable risk.

With DynaFile, you can:

  • Protect sensitive employee and organizational data
  • Automate access controls and offboarding procedures
  • Reduce your exposure to internal and external threats
  • Ensure compliance with data privacy regulations like HIPAA, FERPA, and GDPR
  • Tailor access controls, permissions, and audit capabilities to your specific industry, policies, and audit requirements
  • Streamline your HR workflows securely

Every organization is different. DynaFile offers a highly customizable solution that fits the way your team works and supports your specific document management needs.

Take control before an insider does. Schedule your demo today.

Insider Threats and HR Security: FAQs

Q: What is an insider threat in HR?

An insider threat is a risk that originates from within an organization. A current or former employee, contractor, or partner with access to internal data can misuse it, either intentionally or by mistake.

Q: Why are HR documents vulnerable to insider threats?

A: HR departments manage sensitive files, including employee records, payroll details, benefits, compliance documents, and performance data. Lax access control puts this information at risk of theft or misuse.

Q: How does DynaFile help mitigate insider threats?

A: DynaFile offers role-based permissions, audit trails, automated offboarding workflows, and encrypted storage. These features work together to prevent unauthorized access and maintain complete visibility over document usage.

Q: What industries benefit most from secure HR document management?

A: Education, healthcare, aviation, legal, staffing, real estate, and financial services are especially at risk. However, any organization handling sensitive employee information should implement a secure solution.

Q: What should HR teams include in their offboarding process?

A: Access should be revoked immediately, accounts should be disabled, and all related document permissions should be reviewed. DynaFile makes this process easy with automation and real-time updates.

Sources

  • “Mass Data Leak of 2.8 Billion X and Twitter Profiles” – CPO Magazine https://www.cpomagazine.com/cyber-security/mass-data-leak-of-2-8-billion-x-and-twitter-user-profile-may-have-been-work-of-disgruntled-former-employee/
  • “Ex-Employee Found Guilty in Revenge ‘Kill Switch’ Scheme” – Dark Reading https://www.darkreading.com/cyberattacks-data-breaches/ex-employee-guilty-revenge-kill-switch-scheme
  • “Disney Employee Hacked Menus After Termination” – Forbes https://www.forbes.com/sites/larsdaniel/2024/10/30/disney-employee-hacked-menus-after-termination-in-alleged-revenge-plot/
  • “Fired NY Credit Union Employee Nukes 21GB of Data in Revenge” – Bleeping Computer https://www.bleepingcomputer.com/news/security/fired-ny-credit-union-employee-nukes-21gb-of-data-in-revenge/
  • “900 US Schools MOVEit Hack Student Data Exposed” – HackRead https://hackread.com/900-us-schools-moveit-hack-student-data-expose/
  • “Layoffs Increase Risk of Data Breaches, Study Shows” – Binghamton University https://www.binghamton.edu/news/story/5024/layoffs-data-breaches-cybersecurity-risk-business-research-binghamton-university
  • “When Employees Leave, Risk Remains” – Security Info Watch https://www.securityinfowatch.com/cybersecurity/article/55290068/when-employees-leave-risk-remains-the-growing-threat-of-insider-breaches
  • “Internal Data Breach Examples” – CIMCOR https://www.cimcor.com/blog/internal-data-breach-examples
  • “31 Million Patients’ Details Exposed” – LinkedIn https://www.linkedin.com/pulse/31-million-patients-details-exposed-medical-software-diachenko/

Filed Under: Digital Transformation, Electronic Filing, Record Compliance

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.


Automated Document Scanning and Barcode Filing

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!

Filed Under: Cloud Storage, Digital Transformation, Scanning Automation

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

Filed Under: Digital Transformation, Electronic Filing

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

April 7, 2025 by Andrew Roberts


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

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.

Create & Send Documents in DocuSign

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.

Add Required Fields for Seamless Signing

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.

Automatically File in DynaFile


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.

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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.

Filed Under: Digital Transformation, Electronic Filing, Paperless Onboarding, Record Compliance, Workflow Integrations

4 Ways Schools Can Strengthen Cybersecurity with Secure Document Management

March 10, 2025 by Andrew Roberts

How Secure Document Management for Schools Safeguards Student and Faculty Records


4 Ways Schools Can Strengthen Cybersecurity with Secure Document Management

Educational Institutions Are in the Crosshairs of Cybercriminals

As cyber threats continue to evolve, K-12 schools are finding themselves at greater risk than ever before. Attacks are not only increasing in frequency but also in severity, leading to major disruptions in learning environments, compromised student records, and millions in recovery costs for school districts. The 2025 K-12 Cybersecurity Report from the Center for Internet Security (CIS) highlights a stark reality:

  • Cyber incidents in K-12 schools surged by over 30% in 2024, with ransomware, phishing, and data breaches leading the charge (CIS Security Report).
  • 50% of schools surveyed lack the resources to implement a formal cybersecurity program (K-12 Dive).
  • The average downtime from a ransomware attack exceeds three weeks, significantly disrupting operations (Comparitech).

With limited budgets, outdated IT infrastructure, and increasing data privacy regulations, educational institutions struggle to keep up with evolving threats. To mitigate risk, schools, universities, and trade schools must adopt modern digital security strategies, including cloud-based education document management solutions like DynaFile.

The Biggest Cybersecurity Threats Facing Schools in 2025

Educational institutions store vast amounts of personally identifiable information (PII), making them prime targets for cybercriminals. According to the 2025 K-12 Cybersecurity Report, schools face growing risks from:

1. Ransomware Attacks

Cybercriminals encrypt school data and demand payment for its release.

Reality Check: The average ransom demand for K-12 schools exceeded $2 million in 2024, with downtime costs reaching $550,000 per day (Comparitech).

2. Phishing Scams

Hackers use fraudulent emails to trick staff into providing credentials, leading to unauthorized access.

Reality Check: 80% of reported K-12 cyber incidents originate from phishing attempts (CIS Security Report).

3. Data Breaches & Unauthorized Access

Beyond phishing and ransomware, another major risk is unauthorized access to school data. Unapproved users can easily retrieve or modify sensitive student and faculty records without proper security measures. In fact, the numbers speak for themselves—over 6.7 million records have been compromised in education-related cyber incidents since 2018, leaving institutions vulnerable to both compliance violations and reputational damage.

4. Inadequate Compliance & Outdated Systems

Many schools still rely on paper-based recordkeeping or unsecured local storage, increasing the risk of data loss, compliance violations, and audit failures.

Reality Check: 50% of K-12 institutions do not have a dedicated cybersecurity budget, making the investment in automated security solutions essential (K-12 Dive).

4 Ways Secure Document Management Can Protect Schools from Cyber Threats

While IT infrastructure upgrades and staff training are essential, document security is one of the most overlooked areas in school cybersecurity. A modern cloud-based document management system (DMS) like DynaFile provides advanced protection for sensitive student and faculty records while improving compliance with FERPA, HIPAA, and IDEA regulations.

1. Eliminate the Risk of Paper-Based Vulnerabilities

Many schools still rely on physical filing systems or unsecured local servers to store sensitive records. DynaFile replaces paper records with a fully digital, secure, organized, cloud-based system.

  • Protect student data from physical loss, fire, or theft
  • Ensure records are encrypted and access-controlled
  • Reduce reliance on outdated filing systems that increase compliance risks


2. Strengthen Access Controls & Audit Tracking

Unauthorized access to student records is a significant compliance risk. DynaFile’s role-based access controls and multi-factor authentication (MFA) prevent unauthorized logins.

  • Custom permission settings for faculty, HR, and administrators
  • Audit logs that track every access and modification
  • MFA protection to prevent unauthorized entry


3. Automate Retention & Compliance Management

K-12 institutions must follow strict retention policies to comply with FERPA, HIPAA, and state regulations for student records. DynaFile automates retention schedules, ensuring documents are securely archived and purged according to legal requirements.

  • Automated record retention policies
  • Regulatory compliance tracking for FERPA, HIPAA, and IDEA
  • Audit-ready document trails to simplify inspections


4. Defend Against Ransomware & Data Breaches

While implementing better cybersecurity policies is a great first step, schools also need a secure way to store their sensitive records. Unlike traditional on-premise storage, DynaFile’s cloud-based solution not only enhances security but also minimizes the risks associated with ransomware and data breaches. With enterprise-level encryption and redundant backup systems, schools can protect student and faculty data while ensuring continuity in case of an attack.

  • End-to-end encryption for all documents
  • Secure off-site cloud storage for disaster recovery
  • Automated backups to prevent data loss from ransomware attacks


Strengthen Your School’s Data Security with DynaFile

The 2025 K-12 Cybersecurity Report clarifies one thing: schools must take proactive steps to protect student records from cyber threats. With ransomware, phishing scams, and compliance risks growing every year, a secure document management system is no longer optional—it’s essential.


How DynaFile Enhances Security and Compliance in Education:

  • Cloud-Based Security: Protects sensitive records from cyber threats and physical damage.
  • Automated Compliance: Ensures student records meet FERPA, HIPAA, and IDEA requirements.
  • Multi-Factor Authentication (MFA): Blocks unauthorized access and secures student data.
  • Seamless Integration: Works with SIS, LMS, HR, and payroll systems for streamlined operations.
  • Scalable for Any Institution: Ideal for K-12 schools, universities, trade schools, and teaching hospitals.

Don’t let outdated systems put your school at risk. Schedule a personalized demo today and see how DynaFile can strengthen your institution’s cybersecurity.

Schedule a Demo

Filed Under: Digital Transformation, Education Document Management, Electronic Filing, Record Compliance

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