DynaFile now connects to DocuSign to automatically file completed HR forms for long-term document management.
DocuSign is a popular way to get onboarding and other HR forms completed digitally. Now DocuSign users can tap into the power of DynaFile to streamline file management after signature.
Connect To DocuSign
DynaFile’s integration with DocuSign allows for automatic filing after forms have been completed and signed. Once your DocuSign workflow has finished, the signed forms are automatically saved in the correct location in the employee’s folder inside of DynaFile. The best part is that all of your access rules for sensitive documents are automatically applied and your newly signed forms immediately appear in audit reports. DocuSign’s flexible drag-and-drop template builder, along with “template matching”, make this a time saver for onboarding forms and post-hire forms alike. DynaFile is a partner of DocuSign and can help you procure, upgrade, or connect your DocuSign account.
Centralize HR Filing
DynaFile helps the HR team save time by centralizing file management. Quickly eliminate challenging record silos by consolidating files from DocuSign, paper, locations, groups, and other systems into one easy-to-manage place. The scanning automation tools included with DynaFile also make it easy to go paperless by helping HR file while they scan. Convert and file an entire folder in one scan, and easily manage future paper by scanning directly to the cloud.
Benefits That Last
With all of your HR documents in the DynaFile cloud, managing employee files becomes a lot easier. Time-saving audit reports ensure that employee folders include all required forms and keep track of expiring/renewable documentation. Powerful access rules can be used to control exactly which staff can see sensitive documents, segment access for different roles, and provide limited access for auditors or managers. Your teams are never more than a couple of clicks away from accessing the files they need – 24x7x365, from anywhere.
Setup a Time for a Demo
DynaFile has been helping Human Resources professionals streamline file management for over 15 years. Contact us today to learn more about our document management solution for HR and our integration with DocuSign for automatic filing after signature.