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Scan to Cloud HR Document Management Solutions

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Does Your HRIS Fall Short on Employee Document Management?

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Learn why a document management system is essential for compliance, efficiency, and control over your employee records.

HRIS vs Document Management System

Is Your HRIS Built to Handle Documents?

Your Human Resource Information System (HRIS) is ideal for managing payroll, benefits, and employee profiles. However, when it comes to employee files, many HRIS platforms fall short. They often lack the necessary tools to organize, secure, and maintain documents throughout the employee lifecycle. That is where a document management system (DMS) steps in.

If your team still relies on disconnected files, clunky processes, or compliance headaches, it might be time to ask: Is your HRIS enough?

What an HRIS Handles Well

HRIS platforms are designed to store and manage core employee data. They often include tools for tracking attendance, processing payroll, managing benefits, and overseeing performance. These platforms focus on the data side of HR, not document control. While some may offer basic document uploads, they are not built to manage files with the same depth or precision as a purpose-built DMS.

What a Document Management System Brings to the Table

A DMS complements your HRIS by offering robust document control, security, and automation features tailored for HR. With DynaFile, for example, your team can:

  • Organize documents using custom metadata indexing
  • Track version history and audit logs
  • Automate retention schedules
  • Share secure access with auditors
  • Route paperwork instantly using barcode scanning
  • Edit and structure documents directly in the browser without rescanning

These are critical capabilities missing from most HRIS platforms.

Comparison: DynaFile vs. HRIS Document Capabilities

Understanding where your HRIS stops and where DynaFile begins is essential for building a more compliant and efficient HR operation. This simplified comparison highlights key functionality gaps between the two. For a more comprehensive evaluation that also compares DynaFile with SharePoint, paper filing systems, and other document management solutions, download the full HR Document Management Feature Matrix.

FeatureHRISDynaFile

In-Browser Document Structuring: Split, Merge,
Reorder Pages & Update Metadata of HR Files
❌		✅

Automated Metadata Tagging & Indexing + Data
Synchronization from HRIS or System of Record		❌✅

Cross-Reference Search by Employee,
Department, Location, and Document Type		❌✅

Customizable HR Specific Indexing & Reporting		❌✅

Barcode Scanning for Cloud-Based HR Filing		❌✅

Automated Retention Policy Enforcement
for HR Documents		❌✅

Real-Time Audit Trails & Compliance Reporting
for HR		❌✅

Flexible HR Document Storage & Pricing Model		❌✅

Compliance Matters More Than Ever

HR teams today must navigate a complex and growing landscape of compliance requirements. From HIPAA and GDPR to SOC 2 and FERPA, organizations must control access, maintain retention policies, and provide secure audit trails to ensure compliance with relevant regulations. And that is just the start.

Depending on your industry, HR compliance may also involve meeting standards for OSHA safety records, FMLA leave documentation, EEOC reporting, I-9 verification, and beyond. Managing these obligations efficiently requires more than basic file storage. It demands complete visibility, control, and automation.

DynaFile delivers secure cloud storage that helps schools meet FERPA compliance standards while enabling hybrid teams to eliminate paper-based filing. Across every sector, DynaFile supports real-time audit trails, automated retention and purging, secure document sharing, and role-specific access controls. These tools are crucial for meeting regulatory requirements in a digital-first environment.

Built for Every Industry

Highly customizable, DynaFile adapts to the unique needs of various industries, including Human Resources, Education, Healthcare, Legal, Real Estate, and others. With flexible tools such as customizable indexing, automated workflows, and seamless integrations, it ensures your files are organized, secure, and easily accessible.

No matter the sector, DynaFile empowers your team to work efficiently, stay compliant, and focus on driving your business forward.

How DynaFile Enhances Your Existing HR Tools

DynaFile is not a replacement for your HR Information System (HRIS). Instead, it works alongside it. Integrations with applicant tracking systems, e-signature platforms, and your HRIS ensure employee records flow seamlessly between systems. By layering in document management, your team gains visibility and control over documents without disrupting core HR operations.

How Organizations Use DynaFile: Real Results

From education to healthcare, organizations across various industries utilize DynaFile to streamline HR documentation, mitigate risk, and save time. Discover how real teams are transforming their workflows and enhancing compliance in our customer success stories.

Ready to Close the Gaps?

Schedule a demo today to see how DynaFile can enhance your HR systems and empower your team with the tools to achieve more.

FAQs

Q: What is the difference between a document management system and an HRIS?

An HRIS is designed to manage employee data, such as payroll and benefits. A document management system handles the secure storage, control, and compliance of employee files across their lifecycle.

Q: Can a DMS replace an HRIS?

A: No. A document management system, such as DynaFile, complements your HRIS. It focuses on advanced document control and compliance tools that most HRIS platforms do not provide.

Q: Does DynaFile integrate with my current HR systems?

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: Does DynaFile integrate with my current HR systems?

A: Yes. DynaFile integrates with leading HR platforms, applicant tracking systems, and e-signature providers to streamline your HR document workflows.

Q: Is DynaFile only for HR teams?

A: No. While it is purpose-built for HR, DynaFile is also used across Education, Healthcare, Legal, and other industries that need secure, efficient document management.

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

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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

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

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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

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

document management for 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 PlatformEducation Document Management System
Stores data onlyOrganizes files using metadata and categories
No built-in workflowsAutomates filing, approvals, and routing
Limited compliance toolsSupports FERPA, HIPAA, and audit readiness
Basic permissionsRole-based access control
Folder-based navigationSearchable, 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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7 Signs It’s Time to Switch Your Document Management System

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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.

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

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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

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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

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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.