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Electronic Filing

Cloud Employee File System Provides Instant Access to Employee Files

October 28, 2014 by Andrew Roberts

Cloud filing systems help keep employee files secure, organized and accessible from anywhere, at anytime.


Experience seamless HR operations with DynaFile's Cloud Employee File System. Secure and instantly access employee files, ensure compliance, automate audit prep, and streamline onboarding. Embrace the future of HR documentation with DynaFile's indexed and integrated system. Request a free demo now!

Managing employee files can be a real challenge. Many HRIS do not offer a practical solution for employee file management. This forces a lot of companies to continue storing their employee files in paper format. Paper files can cause problems for a Human Resources department. Documentation is easily misfiled, lost or just plain inaccessible. For this reason, many companies are looking towards digital options for storing and managing employee files. A cloud employee file system can help HR keep employee files secure, organized and accessible.

Get secure, instant access to employee files.
One of the nicest things about a cloud employee file system is that it provides secure access from anywhere, at anytime. When evaluating different solutions, be sure to go with an indexed filing system. These allow you to manage your files much easier. Instead of creating hundreds of folders, finding the right place to save a document and then hoping you used the correct naming convention; indexed filing systems categorize your documents with different index fields. The system then uses the information from those fields to file your documents away in the correct location automatically. When you need to retrieve a document, a simple index search brings back exactly what you’re looking for instantly.

Consolidate without sacrificing compliance.
With all of the regulations around managing employee files, a paper filing system just doesn’t cut it anymore. To maintain compliance, multiple folders need to be on file for each and every employee, making finding a particular piece of documentation a serious chore. With an indexed system, you can actually consolidate information into one comprehensive folder per employee. Access permissions can be set to control access for specific types of documentation, like protected health information (PHI). HR admins can specify exactly which employee can view what kinds of documents in the system. This can be done on an individual basis or for a group of users, like your Payroll or Accounting department, for example. 

Audit preparation can be nearly automatic.
If your organization is audited regularly, you may need a full time employee just to ensure all files are complete and up to date. With an indexed filing system, a simple report can be created to ensure all employee documentation is present and up to date. For example, lets say your compliancy rule around employee documentation states that all employees need to have documents A, B and C in their files at all times; and that document C is a certification that has to be renewed annually. You can create a report that can be run manually, or automatically on a weekly or monthly basis, that will tell you exactly which employees are missing which documents from their folder and which employees have certifications that are expiring within the next 60 days. In this fashion, being prepared for an audit becomes almost automatic.

Take employee onboarding completely paperless.
If your business is rapidly expanding, has high turnover rate or has many offices spread throughout the country, employee onboarding can be a very tedious task. Every time a new employee is hired, there is a mountain of paperwork that needs to be completed and signed. When employees are spread throughout the country, this can cause big problems. You need to ensure that their onboarding documentation is filled out completely, that HR receives their onboarding packet back in a timely matter, and that Payroll and other departments are able to get the information they need for getting the new employee set up properly.

Pen and paper make this a grueling process. However, with electronic onboarding, new hires can complete and legally sign all of their onboarding paperwork online before their first day on the job. HR can also include required fields and validation on forms to ensure that all information is collected accurately and that all documentation is filled out completely. Once the new hire is finished, onboarding packets can be routed back to HR, out to Payroll, or wherever they need to go, before being sent back to the cloud employee file system. This streamlines the whole process and reduces frustration for all parties.

Learn more about moving your employee files to the cloud.
DynaFile is a scan to cloud filing system that specializes in helping Human Resource departments operate more efficiently. Our cloud employee file system also includes scanning automation tools so you can take the entire department paperless quickly and easily. From there, you can manage all of your employee files from anywhere, at any time. DynaFile is a completely indexed system allowing for instantly retrieval, simple consolidation and easy audits. Our integration with DocuSing also allows for a completely paperless employee onboarding process. Contact us today for a free demo!

Filed Under: Cloud Storage, Electronic Filing, Record Compliance, Scanning Automation

Physicians Looking Toward Scan to Cloud Systems for EMR Conversion

October 18, 2014 by Andrew Roberts

With all of the changes hitting the Healthcare industry, physicians are looking toward scan to cloud filing system to convert to EMR.


Adapt to healthcare reforms seamlessly with DynaFile's Scan to Cloud Systems for EMR Conversion. Streamline medical record management, ensure secure access across locations, and capitalize on Meaningful Use incentives. DynaFile: the solution physicians trust amid evolving healthcare landscapes. Discover more today!

Healthcare reforms have caused increasing hardships for medical practitioners. Many insurance networks are laying doctors off, and hospitals are now shifting toward paying a fixed salary per year rather than a fee-for-service. Physicians are now leaning toward joining group-practices in conjunction with their hospital employment. Complicating this issue is the Affordable Care Act’s required implementation of the ICD-10-CM coding system.

How can DynaFile help physicians during these hectic changes?
There is an increased and ongoing influx of newly insured patients due to the health reforms. This means a significant amount of newly created medical records. This obviously leads to increased filing and application processing. DynaFile offers an almost completely automated filing system. It does so via three methods of scanning: barcode recognition, on-screen organization text recognition. Barcode recognition allows for grouping documents via one barcode, and automatic text recognition allows for your computer to automatically group documents by words it sees in the documents. This automated eFiling system will cut down on new patient application processing and medical record filing considerable.

Given that group practices have many office locations, and that physicians work in several group practices as well as hospitals, DynaFile offers versatility that these situations demand. Once your documents are scanned you can opt to upload all your patients’ medical records into our cloud system which can be accessed from any computer with an internet connection, or even your smartphone. This way if patients visit any of your offices, their records are easily accessible. Sometimes, patients have emergencies and you get patient calls from home – you can securely access their medical records from your home computer as well!

Best of all, DynaFile allows for multiple users to access your patient medical records. Make information available securely via Virtual Data Rooms such that other physicians in your group can view all patient medical records as well.

What other benefits does going paperless with EMR’s give to your practice?
Healthcare reforms implemented the Meaningful Use incentive program. This program rewards physicians with monetary incentives if they switch their medical records to an electronic health record system. DynaFile’s versatile system allows a physician to take their paper medical records paperless quickly and easily, allowing for sharing of electronic health records with other providers.

Contact us today to learn more!

Filed Under: Cloud Storage, Electronic Filing, Scanning Automation

Human Resource Management: HR Manages Employee Files with Hybrid Filing System

October 15, 2014 by Andrew Roberts

HRIS and HRMS can be very beneficial but don’t always provide a practical way to manage employee files. Consider including a hybrid filing system in your HRM strategy.


HR Manages Employee Files with Hybrid Filing System

Human Resource departments have a lot going on. There is a ton of data that needs to be tracked and aggregated. Most companies will utilize a variety of systems to help them do this. Human Resources Information Systems (HRIS) and Human Resources Management Systems (HRMS) are popular choices. Unfortunately, many do not include a practical solution for employee file management.


The Problem With Paper

Although most companies already utilize some sort of HRIS or HRMS, many still rely on a traditional paper-based filing system to manage their employee files. However, as anyone who has worked in HR can tell you, dealing with paper files can be frustrating. To maintain compliance, each employee typically has 3 – 5 separate files. This causes information to be duplicated across the organization, making finding what you’re looking for a complete nightmare. Distributing documentation becomes a serious chore, and information security becomes nonexistent. Working with paper is inherently tricky, but you can only go paperless to a certain extent. Employees will inevitably deliver applications, onboarding forms, PTO requests, and the like to your office in paper format, no matter how hard you try to avoid it.


A Hybrid Filing Solution

Human Resource departments have been increasingly looking towards hybrid filing systems to help them manage their employee files easier. A hybrid filing system combines a couple of key components:

  1. Document Management System
    • Stores employee files in electronic format
    • Instant document retrieval for authorized staff
    • Allows for safe distribution of information
    • 24×7 secure access from anywhere
    • Ability to control access to specific sections of employee files for groups of staff
  2. Scanning Automation Tools
    • Automates conversion of paper files to digital
    • It makes it easy to get misc. paper documents into the system on an ongoing basis
  3. Online Forms & e-signatures
    • Allows for paperless onboarding
    • Replaces any pen and paper process where forms need to be filled out and signed

With a hybrid filing system, you no longer waste time rummaging through filing cabinets. Sign in to your digital filing cabinet and do a quick search to bring back exactly what you’re looking for in seconds.


Benefits of a Hybrid Filing System

The benefits of a hybrid system are huge! Your department will realize the value instantly with hours saved and costs reduced. Here are just a few of the ways a hybrid filing system can benefit your organization:

  • Significantly reduce the time it takes to file/retrieve documents from employee folders
  • Consolidate employee information into one folder per employee
  • Control access to specific sections of employee files for different groups of staff
  • Run internal audits and exception reports on the fly to ensure employee documentation is up to date
  • Provide external auditors limited access to individual employee files or specific sections of employee folders
  • Share information safely and much more efficiently between different offices
  • Use paperless onboarding to get new hires “papered up” without a single sheet (use the same process for PTO requests, pay grade increases, benefits enrollment, and more)
  • Free up valuable office space by eliminating the need for bulky filing cabinets
  • Save on costs associated with paper, folders, filing cabinets, printers, copiers, postage, etc

The list goes on and on. Going paperless in your Human Resources department makes a lot of sense, but be sure you have a quick and straightforward solution to get your paper files into electronic format in the first place. And, on an ongoing basis, a practical way to deal with the miscellaneous paper coming in. A hybrid filing system makes this easy and lets you replace pen and paper forms with a completely digital process so you stop generating paper in the first place.

Our hybrid filing solution has been helping HR go paperless and manage employee files more efficiently for over 15 years. Scanning automation tools help you quickly convert your current paper files to electronic format and then securely manage your employee documentation from the cloud. Integrated online forms and e-signatures allow for a simple and effective employee onboarding process that is entirely digital.

Schedule a demo today and learn how to upgrade your filing system with DynaFile.

Filed Under: Cloud Storage, Digital Transformation, Electronic Filing, Paperless Onboarding, Record Compliance, Scanning Automation

Top Benefits of Switching to an Electronic Filing System

August 12, 2014 by Andrew Roberts

An electronic filing system can help your organization in many ways. Discover some of the benefits of making the switch.


Reap the advantages of an Electronic Filing System with DynaFile. Enhance security, enjoy instant file retrieval, resist disasters, and cut costs. Transition from traditional paper chaos to streamlined digital efficiency. Explore the revolution with DynaFile. Join the future of file management today!

If you’re still using the traditional paper filing method, the time has come to consider making the switch to an electronic filing system. Maybe your office is old school? Or maybe your boss just needs a little push in the right direction? Whatever the reason for keeping all of that paper around, take a moment to discover some of the benefits of implementing an electronic filing system in your office.

Improved security and compliance
One of the great advantages of an electronic filing system is having the ability to keep files indexed. This means that each document entered into the system is categorized and registered according to specific properties (that your business can define). For example, an HR department may categorize each document by which employee it corresponds to, along with the type of document it is (I-9, W-2, Performance Review, etc) and maybe an expiration date for when that document needs to be renewed or updated. In this way, you are given full control over which employees are able to access specific information. Maybe managers can only access things like attendance records and performance reviews, but your HR director has much broader access permissions.

Whatever business rules may apply in your department and specific situation, an electronic filing system makes it easy to implement those SOP’s directly into the system. Taking it a step further, most electronic filing systems include additional security features that automate compliance. For example, an audit trail is a feature that runs in the background, tracking every action that a user takes within the system, as well as every action performed by the system.

This is an important compliance feature for many industries and departments. Password protection, version control and secure file sharing are also features built in to many electronic filing systems that help you comply with regulations automatically.

Instant File Retrieval
The beauty of an electronic filing system is that, since your documents are indexed, file retrieval becomes instantaneous. If you want to pull up the entire file folder for a specific client or employee, don’t go rummaging through your filing cabinet; simply begin typing their name into the system. Instantly, you will have their file at your fingertips. What makes this even more powerful is the ability to run a cross-reference search. For example, maybe you want to pull up all performance reviews for all employees since 1/1/2012. Simply leave the employee name field blank, select “performance review” as your document type and limit the date range. You can immediately see how powerful this kind of cross reference search can be for on-the-fly reports, audits, etc.

Disaster Resistance
If you’re using a paper filing system, what happens if your office is damaged? You must be very careful to keep backups of all of your files in a separate location – just in case. A disaster, fire, flood or even poor plumbing can result in the loss of your business critical documentation. Electronic systems help keep your files safe in the event of a disaster by using automatic backups. At the end of each day, every document in your system can be automatically synced to a backup drive that resides in a different physical location (maybe one of your satellite offices or a professional data center). This ensures that in the event of a disaster, you can be confident your files are safe.

Eliminate Paper, Save Money
By switching to an electronic filing system you will significantly reduce your office’s paper production. This a good thing for the environment, but also a great thing for your budget. Taking your traditionally paper-based processes to the digital world means reduced lag time, better productivity and ultimately, lower costs for the company. There is no longer a need for paper, ink, filing cabinets, over-nighting time-sensitive documents, etc. All of your document management can be done directly from your electronic filing system. And, with the integration of electronic signatures and online forms, you can truly go paperless with very little effort.

Above are just some of the incredible benefits that an electronic filing system can bring to your organization. To learn more about taking your business paperless, contact us at DynaFile today. We’ve been helping companies improve document management, reduce paper and increase efficiency for 15 years. Give us a call today for a free demo!

Filed Under: Electronic Filing, Record Compliance

Paperless Tickler File System Keeps Track of Time-Sensitive Documents

March 3, 2014 by Andrew Roberts

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


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

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

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

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

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

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

Filed Under: Electronic Filing

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

May 9, 2013 by Andrew Roberts

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


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

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

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

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

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

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

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

Filed Under: Cloud Storage, Electronic Filing, Scanning Automation

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