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Scanning Automation

Can 15 Minutes Transform Your HR and Help You Start 2025 Strong?

November 12, 2024 by Andrew Roberts

From Paperwork Headaches to Digital Harmony—See the Power of DynaFile


15-minute DynaFile HR transformation webinar

Are you ready to unlock a simpler, faster, and more secure way to manage HR documents? Join us for a powerful 15-minute on-demand webinar, “Unlocking Efficiency: Exploring DynaFile’s Power in HR Document Management,” and see how DynaFile can revolutionize your workflows. In just a quarter-hour, we’ll show you how DynaFile’s advanced tools can transform your HR department from a paper-filled maze to a digital haven of streamlined, efficient operations.


What You’ll Learn in Just 15 Minutes

Enhanced Efficiency with Barcode Recognition and HRIS Integration

Imagine saying goodbye to hours of manual data entry! Our barcode recognition technology categorizes and organizes files automatically, allowing you to find documents in seconds. With seamless HRIS integration, DynaFile lets you sync employee records in real time, creating a centralized workspace for all your essential documents.

Improved Security for Peace of Mind

DynaFile prioritizes data security with features like customizable user permissions, encrypted file sharing, and detailed activity logs. Feel confident knowing your sensitive documents are safe, compliant, and audit-ready.

A Workspace Tailored to You

DynaFile’s customizable dashboards and flexible document-sharing options ensure that every HR task is accessible, organized, and easy to manage. Whether you need to share a single page or multiple documents, integrations with Microsoft 365 and Google Workspace make collaboration seamless.

Scalable Across Departments

DynaFile isn’t just for HR—our versatile solution supports legal, finance, and even student records, making it ideal for organizations with diverse document needs.

Why 15 Minutes?

Because we know that time is your most valuable resource, this concise webinar will give you the insights you need to make an informed decision and set your team up for success in 2025.

WATCH NOW

Filed Under: Digital Transformation, Electronic Filing, Record Compliance, Scanning Automation, Workflow Integrations

Is Your Healthcare Document Management Up to Par?

August 13, 2024 by Andrew Roberts

Revolutionizing Healthcare Document Management with DynaFile: A Game Changer for the Industry


Is Your Healthcare Document Management Up to Par

Efficiency, accuracy, and compliance are paramount in the fast-paced healthcare industry. The complex web of patient records, staff documents, and regulatory requirements can be overwhelming. However, DynaFile, a leading healthcare document management solution, offers a comprehensive answer to these challenges.


Streamlining Document Management in Healthcare

The healthcare sector deals with vast amounts of sensitive information, from patient records to staff credentials. Manually managing these documents is time-consuming, prone to errors, and potentially risky regarding compliance with regulations like HIPAA. DynaFile addresses these challenges head-on with its advanced healthcare document management system.

Seamless Integration with EHR and EMR Systems

One of DynaFile’s standout features is its ability to integrate smoothly with existing Electronic Health Records (EHR) and Electronic Medical Records (EMR) systems. This integration ensures that all medical documents are housed in a centralized, secure location, accessible only to authorized personnel. With DynaFile, healthcare providers can effortlessly sync patient records, medical histories, and treatment plans, minimizing the risk of misplacing critical documents or unauthorized access.

HIPAA Compliance at the Core

Patient data privacy is non-negotiable in the healthcare industry. DynaFile is built with robust security features that ensure compliance with HIPAA regulations. These features include secure digital storage, controlled access, and encryption that safeguards patient information. By automating document management processes, DynaFile reduces human error and the likelihood of data breaches, giving healthcare providers peace of mind.

Enhancing Efficiency with Custom Workflows and Cloud-Based Access

Efficiency is key in any healthcare setting, where time is often of the essence. DynaFile boosts productivity by streamlining document workflows, eliminating manual processes, and offering cloud-based document access. Whether onboarding new staff, managing patient records, or handling compliance documentation, DynaFile’s customizable workflows ensure that the proper documents are available at the right time.

Simplified Record Handling

Healthcare organizations often struggle with the sheer volume of records that need to be maintained, updated, and retrieved regularly. DynaFile’s efficient search options allow users to locate documents quickly, saving valuable time. This feature is particularly beneficial in high-pressure environments where rapid access to information can make a significant difference.

Tailored Solutions for Health Education Document Management

DynaFile isn’t just a solution for hospitals and clinics; it also offers unparalleled benefits for learning hospitals and medical training centers. Managing records for students, faculty, and staff, along with streamlining onboarding and admissions processes, can be daunting. DynaFile’s health education document management system is designed to simplify these processes, ensuring that educational institutions can focus on what matters most—training the next generation of healthcare professionals.

Supporting Health Career Training Centers

Health career training centers require a specialized approach to document management. DynaFile’s system is customizable, making it suitable for all teaching hospitals, from small medical training programs to large academic medical centers. By automating administrative tasks, DynaFile helps these institutions improve efficiency, ensure compliance, and maintain organized, up-to-date records.

Why DynaFile is the Best Choice for Healthcare Document Management

Choosing the right document management system can dramatically impact a healthcare organization’s productivity, compliance, and patient care quality. DynaFile stands out as the go-to solution for several reasons:

  1. Customizable Workflows: Tailor document management processes to fit your organization’s unique needs, whether you’re a small clinic or an extensive hospital network.
  2. Integration with Existing Systems: DynaFile integrates with existing EHR/EMR software, enhancing rather than replacing your current systems.
  3. Cloud-Based Access: Access documents securely from anywhere, improving collaboration and response times in patient care.
  4. HIPAA Compliance: Protect patient data with advanced security features that meet all regulatory requirements.

Success Stories: The Impact of DynaFile in Healthcare

Research shows that implementing an effective document management system like DynaFile can significantly reduce administrative costs and improve operational efficiency.

Dive into an insightful case study to discover how BioTelemetry, a global leader in remote monitoring technology, conquered its HR challenges with DynaFile’s robust document management system. Learn how they transformed their inefficient file management into a streamlined, secure system that enhanced their operational efficiency and paved the way for substantial growth amidst the challenges of the COVID-19 pandemic. 


5 Times Faster

Using DynaFile is 5 times faster than our previous mess of a filing system…It’s been really great.

Jill Purcell | HR Analyst, BioTelemetry

DOWNLOAD CASE STUDY


Transform Your Healthcare Operations

In the high-stakes world of healthcare, where every moment is critical, efficient, secure, and compliant, document management is essential. DynaFile offers healthcare providers, and medical training centers a comprehensive solution that enhances operational efficiency and ensures the highest standards of patient data privacy.

Whether you’re a healthcare provider looking to streamline patient record management or a medical training center aiming to enhance your administrative processes, DynaFile is the ultimate document management solution tailored to meet the unique demands of the healthcare industry. Empower your healthcare organization with DynaFile and unlock the future of document management—streamlined, secure, and fully compliant.

Schedule a tour today and learn how DynaFile is changing the game in healthcare document management.

Filed Under: Cloud Storage, Education Document Management, Electronic Filing, Paperless Onboarding, Record Compliance, Scanning Automation

Revolutionizing Education Document Management: How DynaFile is Transforming the Industry

October 19, 2023 by Andrew Roberts

A Digital Solution for Streamlined Education Document Management


Revolutionizing Education Document Management

Managing paper-based documents or using outdated document management systems in the education industry can be cumbersome and inefficient. Misfiled or lost documents can lead to frustration and wasted time. DynaFile offers the best-in-class electronic education filing system to help schools and educational institutions go paperless, centralize filing, and gain efficiency. DynaFile is a solution that revolutionizes education document management by providing educational institutions with a comprehensive digital filing system for faculty and students.

With DynaFile, educational institutions can transition from traditional paper filing systems to more organized and accessible electronic document management systems. DynaFile’s robust school document management system allows for easier document retrieval, sharing, and updating, enhancing efficiency and productivity. By eliminating the frustrations and inefficiencies of paper-based systems, DynaFile streamlines document management processes and improves workflows.

For example, imagine an administrator needing to access a student’s academic records from a few years ago. In a paper-based system, they must search through stacks of physical files to find the relevant documents, which could take significant time and effort. However, with DynaFile’s indexed filing system, they can search for the student’s name or ID in the digital filing system and retrieve the records within seconds, saving time and allowing the teacher to focus on other essential tasks.

Electronic education document management systems also eliminate misplacing or losing important documents. In a paper-based system, it is easy for documents to be accidentally lost, and it can be highly frustrating and time-consuming. DynaFile securely stores all documents digitally and can be easily located through a simple search, which ensures that important documents are always accessible and reduces the risk of losing them.


Importance of Document Management in the Education Industry
Transitioning to an electronic document management system improves organization, accessibility, and collaboration.

By implementing a document management system like DynaFile, educational institutions can overcome the limitations of both paper-based systems and enjoy a wide range of benefits. These benefits include improved document organization, enhanced accessibility, and streamlined workflows.

For instance, locating specific documents in inefficient systems can be time-consuming, require manual searching through physical files or multiple systems, and lead to frustration and wasted time. However, a centralized indexed filing system like DynaFile can easily organize and store documents in a searchable repository. Admins can quickly search for specific documents using metadata, saving time and improving efficiency.

Furthermore, electronic education document management systems enhance accessibility and collaboration among teams. Documents can be accessed and shared from anywhere, anytime, making it easier for teams to collaborate on projects and tasks. Cloud collaboration improves communication and ensures everyone can access the most up-to-date information.


Benefits of Using a Document Management System for Schools
Implementing an electronic document management system, such as DynaFile, provides numerous benefits for educational institutions. One of the key advantages is the creation of a centralized and searchable repository for all academic documents. An indexed filing system improves document retrieval and sharing among faculty and staff, enhancing collaboration and streamlined workflows.

In addition to improved organization and accessibility, electronic document management systems offer other significant benefits for schools. One such benefit is the reduction in paper usage and storage costs. Traditional paper-based systems require physical document storage space, which can be costly and inefficient. By transitioning to an electronic system like DynaFile, schools can significantly reduce the need for physical storage space and the associated costs.

For example, a school that adopts DynaFile can eliminate the need for file cabinets and storage rooms dedicated to paper documents. Implementing a digital filing strategy frees up valuable space that can be used for other educational purposes. Additionally, reducing paper usage contributes to environmental sustainability, aligning with the growing emphasis on eco-friendly practices in the education industry.

Furthermore, electronic document management systems offer automated workflows and streamlined processes. Tasks such as document routing, approval, and version control can be automated, reducing the time and effort required for administrative tasks and allowing educators to focus more on teaching and less on administrative work.

For example, imagine a scenario where a school needs to update policies for remote work. Each form must be manually reviewed, signed, and filed in a paper-based system. This process can be time-consuming and prone to errors. With DynaFile, the school can create an automated workflow where faculty receive the form electronically, sign it digitally, and submit it back to the school. The system can then automatically route the forms to the appropriate personnel folder in DynaFile. Digital workflows reduce the administrative burden and ensure a more efficient process.


Features and Capabilities of DynaFile
DynaFile offers a range of features and capabilities that make it a powerful tool for education document management. Its scan-to-cloud filing system converts paper files to electronic format, making it easy to transition from physical to digital files. The system also utilizes barcode recognition tools, which automate the document conversion and organization process. Scanning automation tools ensure that documents are accurately converted and properly organized in the electronic filing system.

Additionally, DynaFile offers batch processing features, allowing for the efficient management of additional paper documents. This feature is handy when multiple documents must be processed for different employees simultaneously. For example, if a school needs to process numerous teacher contracts at the beginning of the academic year, the batch processing feature in DynaFile can help streamline the process. The school can scan the entire stack of papers into the system. Then, you can quickly index and file your documents from a browser-based interface.

Furthermore, DynaFile easily integrates new paper documents into existing electronic files, ensuring that all documents are stored and organized in a single, accessible location. Your team can easily add documents to staff folders in formats you use every day: paper, emails, electronic files, ATS, LMS, HRIS, and more. The digital transformation makes it easy to maintain a comprehensive and up-to-date repository of educational documents.

By leveraging these features and capabilities, educational institutions can significantly improve their document management processes and achieve greater efficiency and productivity.


DynaFile Streamlines Education Onboarding
DynaFile seamlessly integrates with popular e-signature providers, including DocuSign, PandaDoc, and Adobe Sign, to give HR the power of digital forms and electronic signatures. These integrations eliminate manual processes and streamline document workflows, making it easier for administrators to manage and store employee and student documents. The paperless education onboarding solution provided by DynaFile ensures that completed documents are stored and managed efficiently.

These integrations also enhance accessibility and collaboration across HR and admin teams. Files can be accessed in real-time, allowing seamless collaboration and review. Administrators can also implement segmented access rules, ensuring only authorized personnel can access sensitive employee documents.

For example, imagine an HR department in a school that needs to onboard new employees and students. In a traditional paper-based system, HR and administrators must manually process and store various documents, such as employment contracts, student records, policy acknowledgments, and tax forms. This process can be time-consuming and error-prone. However, with DynaFile’s seamless integrations, the HR and admin departments can streamline onboarding using electronic forms, e-signatures, and automated workflows. New employees and students can complete the necessary documents digitally, and the system will automatically store and organize the files in the appropriate locations. The automated onboarding workflows eliminate the need for manual data entry, reduce the risk of errors, and improve overall efficiency.

By revolutionizing how HR departments manage and store employee and student documents, DynaFile enables education institutions to work faster and more efficiently, reducing costs associated with manual document management and protecting confidential information.


Integration with Existing School Records Management Systems
One of the advantages of DynaFile is its seamless integration with existing school records management systems, such as Learning Management Systems (LMS) and Human Capital Management (HCM) systems. This integration allows for the seamless flow of data between different systems, enhancing workflow and data synchronization. By eliminating the need for manual data entry and retrieval, DynaFile improves efficiency and productivity.

For example, imagine a school using an LMS to manage student enrollment and course registration. With DynaFile’s integration capabilities, student enrollment information can be automatically synced with DynaFile’s robust document management system. The integration ensures that all relevant information is accessible in one centralized location, providing a more streamlined and efficient experience for faculty, staff, and administrators.

Furthermore, integration with HCM systems allows for the smooth transfer of employee data between the document and HR management systems, eliminating the need for duplicate data entry and ensuring that employee files are always up to date. This integration enhances the efficiency of HR processes and reduces the risk of errors.

By integrating with existing school management systems, DynaFile provides a comprehensive solution that optimizes workflows and data management in educational institutions.


Security and Compliance Considerations
Security and compliance are paramount when implementing a document management system in educational institutions. DynaFile addresses these concerns through various security features and compliance measures. The system ensures data security through encryption and access control features, protecting sensitive educational documents from unauthorized access.

Additionally, DynaFile helps educational institutions comply with data protection regulations specific to the education industry. Schools can securely store and manage their documents by implementing a document management system like DynaFile while ensuring compliance with relevant regulations. Secure education document management reduces the risk of data breaches and protects the privacy of students, faculty, and staff.

For instance, educational institutions often deal with sensitive documents containing personal information, such as student records and employee contracts. With DynaFile’s security features, these documents are protected from unauthorized access. The system allows administrators to set access permissions, ensuring only authorized personnel can view or modify sensitive documents.

Moreover, DynaFile offers audit trails and activity logs, which provide a transparent record of document access and modifications. These features help educational institutions comply with data protection regulations and track unauthorized activity.


Cost-Effectiveness and Return on Investment
Implementing a document management system like DynaFile is a cost-effective solution for educational institutions. Schools can significantly reduce paper usage and storage costs by transitioning from paper-based systems to electronic document management. Additionally, the time and cost savings associated with document retrieval and storage are substantial.

Schools can achieve a positive return on investment with improved productivity and efficiency. The long-term cost savings, increased productivity, and streamlined workflows make DynaFile an investment that significantly benefits educational institutions.

For example, imagine a school that spends significant money on paper, printing, and physical document storage space. By adopting DynaFile, the school can eliminate these costs and redirect the budget toward other educational needs. Additionally, the time saved in document retrieval and storage can be used for more valuable tasks, such as curriculum development and student support.

Furthermore, DynaFile’s automation features reduce the need for manual data entry and administrative tasks, free up staff members’ time, allowing them to focus on more critical responsibilities and improve overall productivity.


Best-in-Class Education Document Management
In conclusion, document management plays a crucial role in the education industry. A digital document management system, such as DynaFile, can revolutionize how educational institutions manage their documents. By improving organization, accessibility, and collaboration, DynaFile enhances efficiency and productivity for faculty, staff, and administrators.

The seamless integration with existing school management systems, robust security and compliance features, and cost-effectiveness further contribute to the transformative impact of DynaFile in education document management. By adopting DynaFile, educational institutions can streamline document management processes, achieve cost savings, and improve workflow efficiency.

Schedule a demo today and learn how your institution can revolutionize its document management practices and focus more on what truly matters – providing quality education to students.

Filed Under: Cloud Storage, Education Document Management, Electronic Filing, Paperless Onboarding, Record Compliance, Scanning Automation, Workflow Integrations

In the Era of the Great Resignation, Onboarding Automation can be a Key Strategy for Building an Engaged Workforce.

May 27, 2022 by Andrew Roberts

With Electronic Employee Filing Tools, HR is Better Prepared to Fill the Growing Demand for New Hires.


Thrive amidst the Great Resignation with DynaFile's Electronic Employee Filing. Optimize onboarding in this digital age, ensuring an engaged & inspired workforce. Witness HR transformation. Book a demo now!

The Great Resignation
It has been almost a year since Anthony Klotz, a psychologist, and professor of business administration at Texas A&M University, coined the now-famous phrase when he said, “the great resignation is coming.” His prediction still holds up based on government statistics, with a U.S. quit rate of at least 4 million people leaving their jobs each month since July 2021. Likewise, the numbers go the other way, with a staggeringly high rate of new hires in every major industry. Given these figures, it is time for organizations to move from a reactive state of pandemic survival to a new proactive phase where strategies are put in place to plan for growth. Therefore, companies must lean on HR to find ways to innovate and maintain their ability to attract and retain the right talent.

Empower HR and Adapt to the Future of Work
There is no doubt that HR serves one of the most critical functions in a corporation. They are responsible for employees’ performance, productivity, and efficiency, but more than ever, they need to be the driver to keep the workforce engaged and inspired. In this new era of onsite, remote- and hybrid work environments, they must determine how people can function at their best. In addition, there is a higher awareness of what challenges employees face both inside and outside of work and how to provide extra mental and physical health support to battle the workforce fatigue. Investing in a digital transformation and implementing an electronic filing solution to streamline processes such as onboarding new employees can give HR time to focus on the people who make businesses succeed.

Let’s dive into some of the features of a digital document management system that can add efficiency to your team.

Automated Onboarding Integrations
Streamline onboarding workflows with seamless Integrations.
As companies experience a shift in their workforce, HR can get bogged down with the admin work involved in onboarding a flood of new hires. Implement an electronic employee onboarding solution that gives you the tools to complete the onboarding process remotely. Go digital with online forms from trusted sources such as DocuSign and iCIMS automatically create new hires’ folders. Such systems make it easy for new employees to complete their forms online and all documents are automatically added to their employee records once finished. Powerful integrations sync with your HRIS and streamline personnel record management across the entire employee lifecycle to save time and improve compliance. 

Seamless Integrations & Electronic Signatures
Replace paper forms and contracts with digital versions that can be completed and signed online.
A good document management solution is ready for the challenges of managing employee files in today’s hybrid and distributed workforce. With a quickened pace of changing policies, they often must get written and approved in days, not months. A complete solution will use electronic signatures for internal approval processes or get documents filled out and legally signed without paper forms. If that same system can play well with others and includes integrations with DocuSign, signNow, JotForm, PandaDoc, and Adobe Sign, you can securely send documents to be signed online. Whether used for an internal approval process, onboarding new employees, or getting signed contracts, e-signature integration can help streamline your business process.

Scanning Automation
Automate Administrative Processes with Electronic Employee Filing
Paper filing systems can cause your Human Resources department a great deal of frustration. With all of that paperwork floating around, it becomes easy for documents to get misfiled, lost, or generally inaccessible. Scan-to-cloud document management systems have powerful scanning automation tools built right in. They can include automation tools like barcode recognition that let you spend significantly less time converting paper employee files to electronic format. Another good feature is Batch scanning tools that make it easy to scan in a stack of paper and easily file it away in the correct place from your computer screen. 

Cloud Collaboration
Cloud file storage lets you access and manage employee documents securely from anywhere.
Another successful strategy to keep up with today’s environment ensures that HR can get to shared digital versions of necessary documents anywhere. In a fast-paced workplace, you need to find employee records with a click so you can move on to more significant tasks. Effective systems index documents with metadata properties to be filed automatically and retrieved quickly. The metadata also allows you to run reports on-the-fly across your entire online filing cabinet at once. You can keep track of required and expiring documents in staff folders automatically, so there is never a scramble in the event of an audit. It’s a huge plus and compliance booter if there is segmented access, so permissions can be set for individual users or groups of users and applied to specific types of documents. You can give auditors access to specific documents while eliminating file requests from payroll, location partners, and department managers and they can view them remotely from the cloud.

Discover Industry-Leading Electronic Employee Filing & Welcome in the Great Retention
A paperless, cloud-based HR employee file management system could offer your organization many vital benefits and quickly become HRs best friend. Automating your document management solution gives time back to your team to focus on strategic initiatives and drive business goals forward. 

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: Digital Transformation, Scanning Automation

2021 HR File Management Goals: Is Your Company Behind the Times?

January 9, 2021 by Andrew Roberts

COVID-19 presented companies with a multitude of challenges in 2020, exposing process inefficiencies in many areas of business, not the least of which being HR.  Is your HR file management strategy keeping up with the times?


Upgrade your HR file management for 2021 with DynaFile. Navigate the challenges of a post-COVID workplace, ensure compliance, and boost efficiency. Embrace digital transformation and be prepared for the future of HR. Book a demo today.

When COVID-19 forced many companies to shutter their physical office space and ask their staff to work from home, it changed the way we all do business.  In today’s increasingly digital world, Human Resources teams are sometimes left behind in the technological landscape and this can significantly impact how effective we can be in our roles.  

With a remote workplace now the new norm for many, it begs the question – Is HR keeping up with the times?  One critical component that comes up over and over again is: How to successfully manage employee files when you are not in the office.  Does your HR file management strategy need an update?  Here are a few key items to consider when looking for a solution.

Are you wasting time filing and finding documents?

A paper-based employee file can be nearly impossible to keep organized.  A large employee count, rapid growth, or high turnover only make it more difficult.  And with many HR professionals working from home, timely access to your files is a real issue.

Some companies start by utilizing an internal file share to access key files digitally.  Unfortunately, there can be compliance problems when IT can see sensitive files.  And, there is no real standardization to how documents are actually organized.  Are things easy to find later when you really need them?

It can also be tempting to store documents in the existing HRIS or Payroll system.  While many systems have the ability to “attach” documents to an employee profile, the process for uploading and the long-term management of these documents is extremely cumbersome.  Many times you have to go one-by-one when uploading and downloading documents.  Plus, there is no easy way to control access to files or to track which documents are missing across employees. 

An indexed filing solution resolves these problems.  Your documents are stored in a secure cloud for instant access from anywhere, at any time.  Instead of just dropping files in a folder and hoping you can find them later, every single document is indexed.  That means you can easily search to find it 2 or 10 years down the line.  You can scan, upload, and retrieve documents quickly in batches instead of going one-by-one.  And, best of all, HR can determine themselves exactly how things are labelled and organized, making it a quick and easy transition to a new system. 

Is paper still slowing the HR team down?

The challenges of managing paper employee files are well known.  But what if you currently have a large back log of paper in the filing cabinet?  Receive paper documents regularly?  Have a paper-based signature process?  Look for a paperless filing solution to alleviate these problems. 

Paperless HR solutions include scanning automation tools that work right with the filing system.  Use these to take a shortcut through converting your paper files, instead of wasting time with the tedious traditional scanning process.  Skip steps by scanning paper directly into your document cloud (instead of going to email or desktop first and then uploading separately).  One of DynaFile’s highlight features, for example, allows you to scan an entire folder at once and barcodes do all of the filing for you.  Or, scan a stack of unrelated paperwork all together and easily break it out into different documents, for different employees, quickly from your computer screen.  

To eliminate future hard copies, digital signatures can be used to replace pen-and-paper processes.  Documents can be filled out and legally signed online, no matter where staff are located.  After signature, documents are automatically filed in the employee’s electronic folder.  Some systems even include an API or Connector to receive documents that are generated in other systems like onboarding or HCM.  Whatever solution you decide on, make sure it assists with a trend away from paper. 

Does HR run into compliance issues with their files?

With so many requirements around the storage of sensitive employee information like PHI and PII, compliance is key for HR.  Tracking documents for a large workforce and for tenured employees is a massive undertaking.  How can you ensure folders include all required documents, that documents are up-to-date, and files are available quickly upon auditor request?

We mentioned earlier the importance of an indexed filing system for quickly finding documents.  The index also makes it easy to solve compliance issues around restricting access to files and tracking what’s in the folder.  Instead of manually looking through folders, simply run a report.  Audit reports can list missing documents and confirm what’s in the folder.  They can also show you a list of documents that will expire soon.  That way, you always know you are ready for an auditor request.  

When there is a request for files, make just the documents they need to see available to them remotely.  Encrypted document links are a simple and secure way to get copies out to auditors, legal, corporate, management, or the teammate themselves. 

For staff that need consistent access to documents, security roles can be created to design exactly what they can see in the system.  For example, restrict access to sensitive documents like I-9, benefits, and medical.  Or, provide limited views depending on responsibilities, like providing Payroll with access to just tax related documents.  You can even give managers a view of certain documents for just their own employees.  Not all companies get this specific, but the idea is to eliminate the majority of manual file requests that HR deals with on a daily basis – all while keeping the rest of the folder in compliance. 

What is your deadline to upgrade?

If 2020 taught us anything, it is that we need to be prepared for new ways to tackle old responsibilities.  Is your HR team ready for 2021?  Making a big change like a filing system upgrade can seem daunting, but it doesn’t have to be. 

DynaFile has been helping companies improve their HR file management process for over 20 years.  We provide an indexed, cloud solution that saves HR time and improves compliance long-term.  Although many system upgrades can take years, DynaFile can be fully implemented in under 30 days and includes a dedicated account manager.  You receive personalized training and ongoing support at no additional cost. 

Contact us today to see a demo or discuss further with a brief discovery call.  We look forward to hearing from you!

Filed Under: Scanning Automation

Paperless Onboarding in 30 Days: How to Start Jan 1

December 16, 2018 by Andrew Roberts

The employee onboarding process typically generates a lot of paper.  Here are a few ways to start employee records paperless January 1st with online forms and cloud filing. 


Jumpstart your HR's 2019 with seamless paperless onboarding by January 1st. Transition to digital employee records, simplify management, and eliminate bulky paper trails with DynaFile. Streamline new hire processes and experience efficient file management. Ready to transform? Schedule a DynaFile demo today!

Paper forms, PDF email attachments, and faxes are a tough way to start a new employee file in the digital age.  Organizations that experience a lot of growth, have a highly seasonal workforce, or tend to see a lot of turnover know the struggle best. 

Here’s how to take HR paperless for 2019 to improve onboarding and file management for your HR team.

Paperless Onboarding Forms

Going from paper to digital new hire forms is a game changer.  Onboarding packets can be reviewed, completed, and signed online before an employee’s first day (or in person at the office).

Solutions like DynaFile can automatically file forms after the signature process for easy electronic file management and retention. 

Employee File Management

One of the biggest perks of taking your onboarding forms paperless is that everything starts digital from Day 1.  This means long-term management of employee records is simple.

Cut down on file requests by giving teams access to just the files they need, no matter where they’re located.  Audit reports keep track of required and renewable documentation in staff folders automatically.  And best of all, when it’s time for an audit, make just the files requested available to your auditor remotely.

Scanning Paper HR Files

Now, what to do with the paper employee files you have right now?  A scan-to-cloud solution like DynaFile can help your HR team take a shortcut to paperless. 

Built-in scanning automation tools allow you to file while you scan to bring in entire folders at once and manage ongoing paper easily. 

Start Paperless Jan 1

With DynaFile, most HR teams can start paperless in 30 days.  Want to start Jan 1 or earlier?  Contact us today to learn more with a demo!

DynaFile has 18 years of excellence helping organizations save time and cut costs with their files.  

Filed Under: Electronic Filing, Paperless Onboarding, Scanning Automation

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Dynafile gives your teams secure, immediate access to the documents they need, with automated scanning, effortless retrieval, refined segmentation, onboarding integrations, and customized compliance reporting in the cloud.

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