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DynaFile helps streamline your accounting department by providing an easy way to store, manage and keep track of Accounts Payable and Accounts Receivable documents. DynaFile's unique scan-to-cloud document management system allows for a quick transition to electronic documents and makes it simple to add miscellaneous paper files on an ongoing basis. Staff can also save or "virtually print" documentation directly into DynaFile from email attachments, websites, other applications and other systems.Your DynaFile cloud can be securely accessed from anywhere, making collaboration between team members, clients, vendors and other departments a breeze. To maintain security and compliance, admins have complete control over which users and groups of users can access specific types of documents in your online filing cabinet. Best of all, file audit reports can be used to ensure all folders are up to date with all required documents. Want to see how it works?
Go paperless fast! Barcode Recognition lets you convert your existing paper files to electronic format quicker than you ever thought possible. Just slip in a few barcode cover sheets to break your folder down into sections and scan the whole packet at once! Additional paper to the system going forward is simple too. Use Batch Processing to scan in a stack of unrelated paperwork and organize it on your computer screen. With just a few of clicks you can index a large scan into many unique documents to be filed away in the correct location for you automatically.
No more overflowing filing cabinets! Long-gone are the days of wading through stuffed manila folders and disorganized file shares. DynaFile's different. Every document you add to the system is indexed. This allows DynaFile to save your documents in the correct location automatically and gives your teams the power to find files in seconds. Search for documents based on indexes designed specifically for your office's needs. For example, an HR department might like their documents indexed by: Employee Name, ID, Status, Office Location, Department, Document Type, Expiration Date, etc. You can pull up files by any of these categories, or by any combination, to bring back just the documents you're interested in seeing.
Keep business moving! It doesn't matter where your documents are generated. It's always easy to get them into your DynaFile system! Powerful scan-to-cloud tools help you convert back files fast and manage additional paper coming across your desk over time. DynaFile's not just for your paper files, though. The Drag & Drop Drive lets you bring electronic documents into the system with one swift motion. There's never a need to print, copy or scan. You can save files directly into DynaFile from any application you're working in or "virtually print" them into the system. This can be an easy way to bring files into DynaFile from other applications or systems that don't offer a simple way to "save".
Keep your files secure! One of the tough things about working with paper files is that, often times you need redundant folders to ensure certain information is secure and only accessible by authorized individuals. DynaFile changes all of that. Since all of your documents are indexed, it becomes easy to consolidate while maintaining a high level of security and compliance around restricted documents. Design access rules for different types of documents in the system, for different roles within the organization and for different levels of permissions. You can even pick specific documents and folders to make available to a user. This can be very handy for making requested documents available to external auditors, attorneys, etc.
Say goodbye to pen and paper! One of the toughest bottlenecks in business is waiting for a signature. It can take forever - no matter whether it's a sale, an approval or simply just part of the procedure. Integrations with DocuSign, signNow, JotForm, PandaDoc, and Adobe Sign provide your admin team with online forms, digital workflows and esignatures. Now pen and paper processes can be replaced with a completely electronic workflow. Create online templates for all of your forms so getting them ready to send out takes only a couple of clicks. Design the workflows and routing that goes along with the signing process to include as many individuals as you need. The recipients can review, fill out and legally sign everything online. Once the workflow is finished, all completed and signed forms are automatically filed in the correct location back inside of DyanFile.
Don't sweat it! Stressful file audits are a thing of the past. Your team no longer has to sift through folder after folder to ensure you have full, accurate records. DynaFile gives you the power to be sure all of your folders are up-to-date with all required documents. Custom audit reports can be created from your own specific business rules. DynaFile can report on required documents as well as files coming up for renewal. Utilize expiration dates to keep track of when documents need to be updated and then easily view a report of that information from your browser.
No need for redundant updates! Many times data about our documents resides in multiple systems. With DynaFile, there's no need to update that data twice. Just use DynaSync to automatically update data in DynaFile when changes are made in your existing system. For example, an HR department may like their files indexed by: Employee Name, Status, Office Location, etc. DynaFile can sync with your HRIS to automatically make updates for name changes when staff get married, status when employees are terminated or office location after a move. DynaFile can sync with most systems that can export a simple "flat file" feed.
It is rare that you actually get the value you were sold out of a software product, however DynaFile is clearly the exception to this rule and has helped us to bridge the gap between a slow clunky paper file system into a modern, streamlined electronic system that is accessible with a few clicks of the mouse or via mobile devices while you are on the go.
- Levi K. | Unity Health
We looked at several companies and decided to go with DynaFile and it has made my job so much easier. I no longer have to file papers all day and our employees love that everything is electronic. The customer support is outstanding and they always respond immediately when I need help. I would definitely recommend DynaFile to others and actually, I already have!
- Misty L. | DynaFile User
Best organization to work with. I reviewed many many companies before deciding on DynaFile. What clinched the decision for our organization was the user friendly platform. We have been with DynaFile for 2 years and have never looked back. I would never use anyone else.
- Stephanie O. | DynaFile User
We have used DynaFile as an integration solution with DocuSign for several years. The team at DynaFile has been phenomenal to work with and deliver a solution that is powerful and simple to use. I would recommend DynaFile to anyone looking for a document retention solution that integrates with DocuSign.
- Brent M. | Amplifon
DynaFile system is a great way for our company to manage and store our documents. The system itself is very easy to use and doesn't require a lot of after install resolutions. I use it every day and run hundreds of documents through it with little to no effort.
- Greg K. | DynaFile User
Product is great, meets all our business needs and more. Highly recommend if you are tired of all the "piles"... DynaFile is a high quality, safe solution for any and all digital document storage.
- Terry H. | DynaFile User