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Workflow Integrations

The Future of Document Management is Here: Discover DynaFile’s Latest Release

April 4, 2024 by Andrew Roberts

DynaFile Revolutionizes Document Management


The Future of Document Management is Here: Discover DynaFile's Latest Release

DynaFile once again set the benchmark with the release of its latest version, showcasing an array of features designed to revolutionize how we handle documents in the cloud.


A Leap Forward in User Experience

Imagine finding any document you need in seconds rather than minutes. DynaFile’s brand-new, super-intuitive search bar makes this a reality. Personalize your workspace with customizable columns, ordering, and sorting options to prioritize the information that matters most.

Adding documents is now a breeze with drag-and-drop functionality. No more wrestling with complex upload processes – enhanced drag-and-drop features allow you to effortlessly add documents directly to employee folders. Innovative pre-population functionalities understand context and recognize unique values, making document addition and registration faster and more user-friendly than ever before. 


Collaboration and Sharing, Redefined

DynaFile’s update redefines how we collaborate and share documents. Control is in your hands with set expiration dates for shared links, ensuring you’re always in command. The ability to share specific document pages as attachments or convert to PDF for sending enhances focus and collaboration. Imagine seamlessly working with colleagues, even those outside the DynaFile ecosystem; this update makes it possible. To further cloud workflows, connect your DynaFile account to your Microsoft 365 or Google email for direct contact lookup and send emails directly from your own account.


Cloud Workflows Redefined: Share and Work Together Seamlessly

DynaFile fosters effortless collaboration with colleagues, both inside and outside your organization.

  • Set expiration dates for shared links for complete control over document access.
  • Share specific document pages to keep information focused and relevant.
  • Collaborate seamlessly with colleagues, even if they don’t have a DynaFile account.


Ready to Transform Your Document Management?

DynaFile’s latest update can revolutionize your document management. With enhanced user experience, streamlined document handling, and bolstered security and compliance features, DynaFile stands out as the quintessential solution for businesses looking to elevate their document management systems.


This latest release of DynaFile highlights our continued commitment to listen to the needs of our clients and continually innovate our platform to meet those needs, to streamline the user experience and to ensure compliancy with the ever changing security landscape.

Brian McCleary | DynaFile’s VP of Operations



Schedule a tour today and experience:

  • Enhanced Productivity: Find what you need faster than ever before.
  • Improved Collaboration: Work seamlessly with your team.
  • Unmatched Security: Keep your documents safe and sound.

Read the Press Release >

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

Fisher Phillips Goes Paperless: How DynaFile Streamlined HR

March 19, 2024 by Andrew Roberts

Fisher Phillips HR Digital Transformation


Fisher Phillips HR Digital Transformation

In today’s competitive business environment, efficiency is key. Fisher Phillips, one of the nation’s leading labor and employment law firms, faced a challenge: their paper-based HR system was time-consuming and cumbersome. With over 500 attorneys across 41 offices, managing employee onboarding and offboarding paperwork manually was a significant bottleneck.


The Challenge:

  • Inefficient paper-based system: Producing, sending, and filing paperwork for new hires and existing employees was a slow and manual process.
  • Prone to errors and delays: The manual system increased the risk of mistakes and delayed processing times.



The Solution: DynaFile

  • Seamless paperless workflow: DynaFile allowed Fisher Phillips to create, update, and access employee files electronically.
  • Drag-and-drop functionality: Updating employee files became effortless and efficient.
  • Secure file sharing: Employees and authorized personnel can access and share files securely from anywhere.
  • DocuSign integration: Onboarding documents are automatically uploaded to DynaFile after being signed electronically, saving time and effort.



The Results:

  • Saved time and money: Eliminated manual filing, reduced paper costs, and improved overall HR efficiency.
  • Improved employee experience: Streamlined the onboarding process and made access to employee files easier.
  • Enhanced compliance: Easier document retention and audit trails ensured adherence to regulations.
  • Reduced storage needs: No more physical file rooms needed!


Fisher & Phillips’s journey to a paperless HR system with DynaFile is a powerful example of how technology can revolutionize business processes. By embracing digital solutions, they have saved time and money and improved efficiency and employee experience.


Having our employee files stored securely and electronically was invaluable to our team during the pandemic. It allowed us to access our files at any time and from any place without having to travel to a physical location to retrieve them.

Aimee Frey | Director of HR Technology & Analytics

GET THE CASE STUDY


Get Started Today!

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

Filed Under: Digital Transformation, Paperless Onboarding, Workflow Integrations

Benefit from Cloud HR Workflows in 2024

February 2, 2024 by Andrew Roberts

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


Benefit from Cloud HR Workflows in 2024

Understanding Cloud HR Workflows

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


Advantages of Cloud Workflows in HR

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


Key HR Processes Benefitting from Cloud Workflows

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


Future Trends in HR Technology and Cloud HR Workflows

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


Benefits of Upgrading HR Software

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

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

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

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

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

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

January 17, 2024 by Andrew Roberts

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


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

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

The Challenge:

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

The DynaFile Solution:

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

Transformative Results:

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

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

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

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


 Nothing but Great Things to Say

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

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

Kevin Kendall | Senior Human Resources Manager,
Thompson Hine

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

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

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

Revolutionizing 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

Automate Employee Onboarding Workflows and Put HR into Overdrive with PandaDoc & DynaFile. 

September 8, 2023 by Andrew Roberts

e-signatures and Secure Employee Record Management: A Match Made in HR Heaven.


Unleash the power of digital HR management by automating employee onboarding with DynaFile & PandaDoc integration. Achieve paperless efficiency, enhance compliance, and streamline workflows for improved productivity. Join the HR revolution and schedule your demo today!

For HR departments, managing employee records and ensuring regulatory compliance has become increasingly daunting with a hybrid workforce. To make this process secure and efficient for businesses, DynaFile and PandaDoc have joined forces to provide a comprehensive digital filing solution, allowing HR departments to eliminate paper-based processes and streamline entire document workflows. The partnership will provide DynaFile users access to PandaDoc’s powerful document automation features, including customizable forms, proposals, contracts, and e-signatures. This powerful integration will give DynaFile customers a paperless end-to-end electronic employee onboarding solution, allowing them to automatically store and manage completed documents to transition into paperless onboarding easily. It will help simplify operations and provide numerous benefits that will boost productivity.  

Eliminate Paper-Based Employee Onboarding Processes
When HR departments use manual, paper-based processes, there’s potential for data breaches, costly errors, and a waste of resources. With DynaFile and PandaDoc’s partnership, paper-based processes can be entirely eliminated, freeing HR personnel from time-consuming documentation tasks. With a seamless “plug-and-play” integration, users can use PandaDoc to generate legally signed documents effortlessly, and from there, the completed documents are automatically filed in the employee’s folder in DynaFile, eliminating the need for manual document transfers. DynaFile’s robust document management tools provide users with an easy-to-use, cloud-based solution for storing, managing, tracking, and retrieving files. Now, new hires can review, complete, and legally sign all onboarding paperwork online before their first day on the job, streamlining HR and reducing stress on new employees. 

Improve Efficiencies and Boost Employee Record Compliance
The top priorities for HR executives and company owners are ensuring efficiency, reducing costs, and complying with regulations. The integration of DynaFile and PandaDoc addresses all these areas. With streamlined, automated HR workflows, HR professionals can work faster and more efficiently, reducing unnecessary costs and protecting confidential information. Data breaches and regulatory violations can be avoided with DynaFile’s strict security features and PandaDoc’s e-signatures capabilities. Custom audit reports ensure your employee folders are up-to-date with all required documents, so your team is always prepared in the event of an audit. Best of all, you can give external auditors or attorneys view-only access to just the documents they’re requesting, no matter where they are.

Enhance Accessibility and Collaboration
One of the benefits of this integration partnership is the increased accessibility and collaboration across your HR team. With real-time access to HR files anytime, anywhere, team leaders and admins can efficiently collaborate and access the necessary employee data they require. Security features like segmented access rules let you keep one comprehensive file per employee without sacrificing compliance. You can assign your team members to access only the staff folders and types of documents they should be authorized to view, giving you precise control over what any user (or group of users) can do or see inside the system.

Automate HR Document Management Workflows
The integration between DynaFile and PandaDoc offers a robust HR document management solution. With a focus on security, efficiency, and compliance, this partnership eliminates paper-based processes and enhances accessibility and collaboration across HR teams. Streamlined workflows and improved efficiencies result in a seamless experience that empowers HR professionals to excel. Combining these two best-in-class products will revolutionize how HR departments manage and store employee documents, freeing HR professionals from manual documentation tasks.

Read the press release here. 

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

Filed Under: Paperless Onboarding, Record Compliance, Workflow Integrations

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