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Digital Transformation

The Essential Guide to Education Document Management with Cloud Workflows

February 9, 2024 by Andrew Roberts

How Digital Document Management Empowers Schools


The Essential Guide to Education Document Management with Cloud Workflows

In the ever-evolving education landscape, schools and higher education institutions continually seek innovative solutions to enhance operational efficiency, secure student and faculty records, and streamline administrative tasks. Cloud-based education document management, exemplified by platforms like DynaFile, sits at the forefront of this shift. Not only does this approach meet the digital expectations of students and staff, but it also significantly optimizes the educational landscape.


Key Benefits of Centralized Digital Filing:

  • Effortless Organization and Access: Ditch the filing cabinets! Store all student and faculty records in a central cloud system, easily accessible from anywhere, anytime.
  • Quick Document Retrieval: Advanced search features find documents fast, streamlining administrative tasks and freeing up time for education-focused activities.
  • Remote Access and Security: DynaFile facilitates secure, remote access to documents, supporting hybrid work environments and ensuring continuity.



Centralized Filing Leads to Improved Organization and Access

DynaFile offers a centralized, cloud-based repository that seamlessly integrates with your existing systems like LMS, SIS, and HCM. This means all student and faculty records are conveniently stored in one secure location, accessible from any device, anywhere.

But DynaFile doesn’t just provide easy access. Its robust search capabilities, powered by a comprehensive indexed filing system, allow HR and administrative staff to pinpoint documents quickly. Say goodbye to wasted time searching – now you can focus on what truly matters: supporting students and educators.

And the benefits don’t stop there! DynaFile empowers remote or hybrid working scenarios with granular user access controls. This ensures secure access to essential documents from any location, keeping operations running smoothly regardless of circumstances. HR staff can access personnel records on the go, while administrators can review student files remotely, ensuring continuity and efficiency.



Streamlined Enrollment and Onboarding Processes 

Providing your staff and incoming students with a paperless onboarding and file management experience has never been easier! Digital education document management systems, like DynaFile, seamlessly integrate with e-signature and onboarding platforms to create end-to-end electronic student enrollment and employee onboarding. Automated workflows handle everything from document collection to e-signatures, creating a smooth and efficient experience and drastically reducing processing time. By eliminating the need for manual data entry, your institution can lower the risk of errors and improve overall efficiency. Plus, policy and handbook acknowledgments become a breeze, saving valuable
time and boosting compliance.



Enhanced Collaboration and Efficiency

Integrating cloud workflows within educational document management enables seamless and controlled collaboration among human resources and administrative staff across campuses. This interconnectedness allows for the real-time sharing and editing of documents without needing physical copies or unsecured email attachments, fostering a dynamic and interactive working environment. Automated document workflows further enhance this efficiency by streamlining repetitive tasks such as enrollment and onboarding processes and freeing up valuable time for educators to focus on teaching and students on learning.


Reduced Paper Usage and Environmental Sustainability

By managing, storing, and sharing documents electronically, these systems eliminate traditional files, fostering a cleaner, greener learning environment.

This eco-conscious shift brings multiple benefits:

  • Reduced carbon footprint: Less paper means less production and transportation, lowering environmental impact.
  • Cost savings: Printing, storage, and physical archives become burdens of the past, freeing up resources.
  • Scalability: Cloud workflows adapt to your needs, eliminating unnecessary storage costs.


Secured Digital Student and Faculty Records and Compliance

Security and privacy of student information are paramount in the digital age. Cloud-based educational document management systems come equipped with robust security measures, including encryption, ensuring that sensitive data is protected against unauthorized access and breaches. Customizable permissions allow administrators to control access at granular levels, guaranteeing that individuals only see what they need to. This tailored access and comprehensive audit trails provide a clear record of who accessed what information and add a layer of security and accountability. Real-time custom reports ensure a student or employee’s folder is always current with all necessary records and can notify administrators of out-of-date or missing files, boosting compliance.


Transform Your School Document Management with DynaFile

Overall, transitioning to digital file management with DynaFile offers many advantages, from efficiency and convenience to accessibility and security. It’s a future-proof solution that streamlines operations, empowers your school community, and fosters a more vibrant learning environment. The transition to digital file management systems and cloud workflows represents a fundamental shift in how educational institutions manage their operations, student information, and academic records. This digital transformation offers many benefits, from improved organization, enhanced collaboration, and increased efficiency to cost savings, reduced paper usage, and strengthened security. As schools and higher education institutions continue to navigate the complexities of the digital age, adopting cloud-based document management and automated workflows is a pivotal solution, ensuring they remain agile, responsive, and focused on their core mission: education.

Are you ready to learn more about the benefits of digital document management for your school? Schedule a demo today and upgrade your filing strategy with best-class solutions from DynaFile.

Starting to use DynaFile has been such a great transition. Processing files is so much smoother. We have our system setup so that we can put files into classes before they are actually enrolled. This helps the admissions team track who has been completed and is ready to start school. We also have setup files for drops and graduates. 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, Rexburg, ID

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Filed Under: Cloud Storage, Digital Transformation, Education Document Management, Electronic Filing, Paperless Onboarding

Benefit from Cloud HR Workflows in 2024

February 2, 2024 by Andrew Roberts

Boost Efficiency by Automating Human Resources Operations with Cloud Employee Filing Solutions


Benefit from Cloud HR Workflows in 2024

Understanding Cloud HR Workflows

Cloud HR workflows represent a modern HR document management and employee filing approach. These workflows leverage cloud-based employee filing solutions, offering features like secure file storage, scanning automation, effortless document retrieval, and streamlined new-hire process through integrations with e-signature and onboarding platforms to create end-to-end electronic workflows. This modern approach ensures that HR operations are simplified and efficient, providing secure and immediate access to essential documents.


Advantages of Cloud Workflows in HR

One of the key advantages of cloud workflows in HR is the reduction of errors and increased accuracy through oversight with audit trails and document version history. These cloud workflows also integrate seamlessly with HRIS, HCM, and other HR systems, centralizing documents into a secure indexed cloud document management system. Additionally, they enhance employee record compliance and make audits a breeze with real-time reporting, secure file sharing, and role-based controlled access, contributing to improved operational efficiency and data security.


Key HR Processes Benefitting from Cloud Workflows

Cloud HR workflows significantly benefit key processes such as employee onboarding, policy and employee handbook acknowledgments, and document storage. For example, cloud workflows streamline the onboarding process by automating document collection, review, and electronic signatures, improving efficiency and creating a seamless electronic onboarding experience for new employees. Furthermore, these workflows ensure that policy and employee handbook acknowledgments are easily managed and documented, reducing administrative burdens and enhancing compliance.


Future Trends in HR Technology and Cloud HR Workflows

In 2024, the adoption of cloud HR software is a vital trend, emphasizing the need for a resilient and future-proof HR system. DynaFile’s cloud-based document management solution aligns with this trend, providing essential features to streamline HR operations and improve the employee experience. Future trends in HR technology also highlight the increasing focus on change management and the adoption of new HR software, reflecting the continuous evolution of HR practices and technologies.


Benefits of Upgrading HR Software

Organizations should consider upgrading their HR software to cloud-based solutions like DynaFile if they experience consistent compliance errors and lack features to satisfy their business goals. The benefits of upgrading and automating Human Resources operations with cloud employee filing solutions include time and money savings through automation and actionable insights for improving personnel and company processes. By embracing cloud-based employee filing solutions, organizations can future-proof their HR operations and adapt to the evolving technological landscape in 2024 and beyond.

Adopting cloud HR workflows will benefit HR operations in 2024, empowering organizations to streamline processes, enhance data security, and improve overall efficiency. DynaFile’s cloud-based document management solution provides a comprehensive platform to meet the evolving needs of HR departments.

  • Centralize employee and student files through scanning automation and integrations with HRIS & HCM.  
  • Manage and access your secure, cloud-based files from anywhere.
  • Seamlessly integrate with top e-signature and onboarding platforms to optimize new-hire workflows.
  • Enjoy cloud workflows with indexed filing, secure sharing, and version control.
  • Simplify audits with customized reports and segmented access for secure document sharing with auditors.

Are you ready to empower your team with industry-leading document management solutions and experience cloud HR workflows that transform employee filing? Schedule a demo today and learn why successful HR leaders have trusted DynaFile as their employee file management solution for over 20 years.

Filed Under: Cloud Storage, Digital Transformation, Electronic Filing, Paperless Onboarding, Workflow Integrations

How an Award-Winning Law Firm Benefited from Cloud-Based Legal HR Document Management with DynaFile

January 17, 2024 by Andrew Roberts

Transforming Legal Document Management: Thompson Hine’s Employee Filing Efficiency with DynaFile


How an Award-Winning Law Firm Revolutionized Cloud-Based Legal HR Document Management with DynaFile

Thompson Hine LLP, a legal powerhouse recognized for its innovative practices, knows something about efficiency. Ranked #1 for “Most innovative North American law firms: New working models” by the Financial Times, they constantly seek solutions to streamline operations and empower their teams. But with 8 offices across the U.S. and over 700 lawyers and staff, managing paperwork presented a logistical hurdle. 

The Challenge:

Thompson Hine, with hundreds of employees spread across the U.S. in different offices, faced a significant challenge: the need for remote access to personnel files and the ability to manage documents efficiently from any location. Paper-based filing and limited remote access were hampering efficiency and hindering collaboration. In an era where agility and remote collaboration are essential, the firm needed a solution to keep up with its innovative ethos.

The DynaFile Solution:

Enter DynaFile’s cloud-based employee filing system – a game-changer for Thompson Hine. This robust solution brought a centralized repository and unmatched remote access capabilities to the firm’s fingertips. It addressed the pain points of traditional paper-based filing systems and integrated seamlessly with Rival (formerly SilkRoad Technology) for streamlined onboarding processes.

Transformative Results:

With hybrid filing options and multiple document upload methods, flexibility became the name of the game. Armed with enhanced remote access, HR and admins could access files from anywhere, fostering secure cloud workflows while embracing the remote work revolution. The intuitive search functionality and indexed filing made document retrieval a breeze. And the onboarding integration? It was like a time-turner, automatically importing new hire paperwork with the correct types and descriptions, saving precious time and reducing manual data entry.

The impact of DynaFile on Thompson Hine’s operations has been nothing short of transformative:

  • Hybrid Filing Options & Flexibility: The firm now enjoys a range of document filing methods, accommodating various formats and enhancing record-keeping flexibility.
  • Enhanced Remote Accessibility: HR and administrative staff can now access files from anywhere, paving the way for efficient remote work and collaboration.
  • Streamlined Document Retrieval: The intuitive search functionality and indexed filing system have made finding specific documents a breeze.
  • Efficient Onboarding: Integration with the onboarding platform has automated the flow of new hire paperwork, significantly reducing manual data entry and boosting onboarding efficiency.

Thompson Hine’s journey with DynaFile exemplifies how embracing technology can lead to remarkable improvements in efficiency and streamlined workflows. DynaFile’s implementation addressed the immediate needs of document management and aligned with the firm’s commitment to innovation and client-focused solutions in the long term.


 Nothing but Great Things to Say

I have nothing but great things
to say about DynaFile.
Our implementation could not
have gone any smoother. 

The site is set-up in a way
that allows you
to do anything imaginable.

Kevin Kendall | Senior Human Resources Manager,
Thompson Hine

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For more insights and information on how DynaFile can revolutionize your document management processes, visit DynaFile.com and explore industry-leading filing solutions to transform your document management experience.

Ready to upgrade your filing solution? Schedule a demo and take your document management to the next level.

Filed Under: Cloud Storage, Digital Transformation, Paperless Onboarding, Workflow Integrations

Revolutionizing School Admissions: How DynaFiles Education Document Management Created a 100% Efficiency Boost for Paul Mitchell Schools

December 13, 2023 by Andrew Roberts

DynaFile’s robust education document management features gave a digital makeover to the school’s student onboarding and admissions process.


Education Document Management

Challenges with Paper-Based Education Document Management Systems

Like many educational institutions, the student admissions process can present a paperwork overload. For years, Paul Mitchell Schools operated on a traditional, paper-based system for managing student files. With over 100+ franchised locations, inefficient filing methods proved cumbersome and costly. Imagine the tedious task of storing, boxing, and archiving paper files every couple of years, only to face a labyrinthine search process during record audits. This paper-heavy legacy filing system was a significant bottleneck to productive workflows.


The Solution: Embracing Cloud-Based Efficiency with DynaFile

The game-changer for Paul Mitchell Schools was adopting DynaFile’s cloud-based education document management solution. This strategic move transformed their entire document-handling process. By digitizing and centralizing student files, the schools gained online access to critical information from anywhere, at any time. The integration with tools like PandaDoc and DocuSign not only saved time but also streamlined the entire onboarding process for incoming students. On top of that, the team benefited from additional features like document preview during uploads that increased filing accuracy and secured and controlled cloud access, which created an audit-ready environment.

 Workflow is Seamless

Workflow is seamless, we are able to file immediately. With compliance we are able to file safely and accurately . When ever we are audited its so easy to find what we need, which makes an audit so much faster. 

 Jackie Cooper | Director 
Paul Mitchell School, Norman, OK

The Results That Speak for Themselves

The impact of DynaFile on Paul Mitchell Schools has been impressive:

  • Increased filing efficiency by 100%
  • Streamlined student admissions 
  • Significantly reduced paper usage
  • Improved file accessibility, review, and accuracy of records
  • Enhanced audit readiness
  • Cost savings on printing, paper, and storage space
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Best-in-Class Education Document Management

DynaFile’s education document management system is the perfect solution for school districts, colleges, and other educational institutions looking to streamline administrative processes, boost efficiency and productivity, and improve data security. 

Schedule a demo today and learn why successful HR leaders have trusted DynaFile as their employee file management solution for over 20 years.

Filed Under: Digital Transformation, Education Document Management, Paperless Onboarding, Record Compliance

DynaFile Teams Up with Integration Gurus TopBloc to Simplify Workday Document Management

November 2, 2022 by Andrew Roberts

Seamlessly connect your Workday HCM data to DynaFile and Streamline HR workflows.


Human Resources document management is a tremendous responsibility, so having an effective electronic filing solution for HR is critical. Even with a powerful HCM like Workday, employee files can be tricky to locate, and keeping employee records up-to-date and compliant can be extremely tedious. When you need to produce important documents for an audit, HR should have immediate access to the files they need. 

Seamless Integrations to Streamline Workflows
To address these challenges of managing employee records, DynaFile has partnered with TopBloc, a leading Workday Services Partner, to streamline electronic filing for HR. With a seamless Workday integration, employee documents can be automatically filed in your DynaFile cloud. From there, the Workday document integration uses your HCM data in DynaFile to complement your workflow and boost productivity.

By leveraging the robust electronic employee filing solutions of DynaFile, your admin tasks have now been automated. HR can utilize the built-in compliance toolkit to ensure folders include all required documents – and those documents are not expired – giving your team the power to simplify record audits.  Additionally, after documents are filed, you’ll have instant role-based access, retention schedules for older documents, the ability to create approval workflows, and much more. As a result, your team can focus more on the people that keep your business booming and less on unproductive tasks. 

Innovative HR Filing Solutions
For over 20 years, DynaFile has been the industry-leading electronic filing solution for HR. Let’s start the conversation and see how DynaFile can help you eliminate manual admin processes, increase compliance, and boost efficiency with powerful cloud software tools that simplify HR employee file management.

Contact our team today to learn more about enhancing your Workday document management experience.

View the Workday document integration press release. 

About TopBloc
TopBloc is a leading Workday Services Partner that specializes in helping customers improve and sustain their businesses with Workday. Providing full spectrum Workday services, TopBloc leverages proprietary technology to deliver fast and efficient Workday deployment services and flexible post-production support that optimizes existing Workday solutions. To learn more about how TopBloc makes Workday work for you, contact [email protected]. 

Filed Under: Digital Transformation

Recession-Proof Your Organization with Document Management Automation

August 16, 2022 by Andrew Roberts

How HR Tech & Employee Record Filing Automation Can Help Your Business Survive the Economic Downturn.


Recession-Proof Your Organization with Document Management Automation

As we face the current economic downturn, with inflation running at its highest level in more than 40 years and the strong possibility of an upcoming recession, many organizations are turning to investments in digital transformation to brace for uncertain times. 

Leveraging industry-leading HR technology to automate many of our day-to-day tasks can help enterprises address these workforce challenges and allows employees to use their time and skillset more effectively.

Here is a look at how workflow automation tools such as a cloud-based electronic employee filing system can streamline processes and help ease the burden of increased operational costs.

Free Up Time to Focus on Core Business Goals
Filing cabinets quickly become disorganized, and papers can easily be misfiled or lost. Modernizing the time-consuming and labor-intensive admin processes such as employee record filing will save money and give your HR team time to drive goals forward and focus on employee experience and retention. To make filing and retrieving your documents as quick and easy as possible, DynaFile indexes them with metadata and automatically files them to the cloud. Documents are always stored in the right place so your team can instantly access what they need from anywhere. 

Go Paperless & Save Money on Costly Office Space
Let’s face it; commercial property is not cheap, so paying for extra office space to store paper files doesn’t make good business sense. You can take an entire department paperless through scanning automation tools and ditch the filing cabinets and employee records rooms. DynaFile’s scan-to-cloud document management system has powerful scanning automation tools. Barcode recognition automatically organizes and files your documents to an employee’s folder as they are scanned. On top of that, batch processing can handle the stacks of unrelated papers, so you can import them to DynaFile and utilize on-screen processing to break apart and index them directly from your web browser. If you are already paperless, electronic documents can be brought into the system via drag-and-drop drive, saved to DynaFile directly out of the application you’re working on, or “virtually printed” into an employee’s digital folder.

Powerful Integrations Make for Seamless Automated Onboarding
Employers are battling a constant demand for labor and record high quit rates due to the Great Resignation phenomenon. According to the Labor Department, employers added 528,000 jobs in July. With such a competitive job market, onboarding automation tools can help HR be better prepared to fill open positions. Robust integrations sync with your HRIS and streamline personnel record management across the entire employee lifecycle to save time and improve compliance. New hires can review, fill out and legally sign all their onboarding documents online through DocuSign, iCIMS, signNow, JotForm, PandaDoc, and Adobe Sign before their first day. Once completed, all onboarding paperwork is filed automatically in the new employee’s folder. After they are onboarded, your team can easily add documents to staff folders in formats you use every day: paper, emails, electronic files, ATS, HRIS, and more. 

Address Security Issues that come with a Remote Workforce
Allowing private data to get into the wrong hands can set your company up for a data breach and severe adverse consequences. As businesses navigate the new working environment in post-pandemic times, they should closely look at the systems and policies in place regarding handling sensitive employee records. Maintaining compliance & employee records security while working offsite is vital to your staff’s privacy. Utilizing a cloud document management system provides secure, instant access to your staff files regardless of where your admin or HR team is located. When the time comes for a compliance audit, or you want to collaborate with other members of your team, encrypted document links and segmented access rules give access to only the staff folders and types of documents they should be authorized to view.

Automate Admin Tasks & Boost Your Productivity with DynaFile
Investing in the Digital Transformation of your HR employee filing will streamline workflows, cut costs, and increase your team’s productivity. Implementing DynaFile will not only future-proof your document management solution but will also give you quick-to-implement, cost-efficient, and effective automation to weather the economic uncertainties ahead. 

Learn why successful HR leaders have trusted DynaFile as their employee file management solution for over 20 years. Contact our team today for more information about paperless HR employee file management!

Filed Under: Cloud Storage, Digital Transformation, Paperless Onboarding

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