Document
Search & Retrieval

Find files fast!

Browse or search to retrieve documents quickly and run reports on the fly.

Document Management Search and Retrieval

Retrieve documents instantly.

Trying to find a document can be like trying to find a needle in a haystack. Getting your hands on the piece of paper you need requires a lot of time-consuming rummaging and there's no guarantee you'll actually find what you're looking for. Documents in a network file share are somewhat easier to pull up, but employees many times misfile things or forget to use proper naming conventions when saving them to the system. DynaFile removes these challenges by storing your documents based on their indexing information. This way, employees can find files faster using a simple index search instead of manually looking through folders.

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Index Search

Pull up documents quickly by searching for them by document type or cross-referencing multiple indexing properties.

Index search lets you find documents based on their metadata indexing information. This saves your team from having to manually rummage through folders to find files. Indexes will vary depending on how your DynaFile system is being used and which area of business it is being used in. For example, an HR department can pull up documents based on common indexes like Employee Status, Department, Division, Expiration Date, etc.

Cross-referencing lets you use multiple indexes to narrow down results with a filtered search. For example, HR can bring back all Benefits documents for Active employees in the New York Office that Expire in the next 90 days. You can also run on-the-fly reports for a specific type of documents like an I-9 or W-4 forms.

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Document Retrieval Metadata Index Search

Index Browser

Browse for documents using a folder view to drill down to specific sections of a file.

DynaFile's index browser displays your filing cabinet in a more traditional folder-based layout. Although not as quick as an index search, the index browser is a familiar way for many employees to find documents. It can be customized to fit the needs of nearly any department or industry.