The features already built into your site, just waiting to be used.
Last year, we surveyed our clients to better understand how they’re using DynaFile and more importantly, to learn how we can make the system work even harder for them.
One surprising pattern emerged: clients were frequently requesting features that were already built into their site! So, we put together this list of DynaFile features your team may not know exist, including some of the most commonly overlooked, and genuinely useful, tools available to you right now.
As always, your dedicated account manager is ready to help. Just reach out directly with any questions or to get any of these features set up.
DynaFile Features: Finding & Viewing Documents
Sort Search Results in the Registered State
Here’s one that’s easy to miss but impossible to go back from once you know about it. When you’re reviewing documents in the Registered State, your results aren’t stuck in a fixed order. They’re fully sortable on the fly.
Click any column header (such as Creation Date or Document Type) to sort by that field. A small arrow appears next to the active sort column. Click the header again to flip the order, so you can instantly see the most recently added documents first with just two clicks.
Pro tip: Sort by Creation Date in descending order at the start of each week to catch anything new added since your last review.
Custom Document Filenames After Download
When you download a document from DynaFile, the default filename is a system-generated code – which isn’t very helpful once the file is sitting in your downloads folder.
The good news: we can fix that.
We can configure your site so downloaded files are automatically named using any combination of your document indexes. For example:
EmployeeName_DocumentType_Description_CreationDate
Just let your account manager know what naming convention works best for your team, and we’ll set it up.
DynaFile Features: Working with Documents
Upload a Document Directly to an Employee File
Tired of navigating multiple steps just to add a document to an employee record? Once this feature is enabled by an admin user, registering a file becomes as simple as drag and drop.
Search for an employee file in the Registered State, then drag your new document directly into their file. DynaFile will automatically pull in the employee’s data to populate the document fields wherever possible, saving you from redundant manual entry.
Watch the walkthrough video starting at 21:05 (Additional Updates) for more information.
Share Documents Directly from DynaFile
Need to get a document to someone outside your organization? You don’t need to download it first. Admin users can enable flexible sharing options for some or all users, including:
- Direct shareable links
- Private or Public
- Links can be protected by a password or set to expire on a specific date
- Email documents as an attachment directly from DynaFile, without ever leaving the site
No downloading needed to send a document, everything stays in one place, with a clear audit trail.
DynaFile Features: System & Administration
Archive Historical Records and Legacy Files
Every DynaFile site includes access to the “DynaFile Archive Tool” which is designed to help you keep your Registered Document State, clean, compliant and manageable over long periods of time.
Using the Archive Tool, administrators can copy or permanently purge documents from the system based on any site index, such as Status, Termination Date, or Document Type.
Whether you’re offboarding a large group of employees, doing a year-end records cleanup, or migrating legacy files, this tool handles it efficiently.
Document Integrations
DynaFile is built to work with your existing HR tech stack – not in a silo. We support integrations with e-signature, ATS, onboarding, and payroll platforms, so documents can flow seamlessly between systems without manual re-entry.
Some of the platforms we commonly integrate with include:
- DocuSign
- PandaDoc
- iCIMS
- Workday
- ADP
- UKG
- Paylocity
- Rival HR
- Taleo
Don’t see your preferred platform listed? Please reach out anyway, we may already support it, or we can explore options together.
Ready to unlock any of these features?
Contact your dedicated account manager or reach out to our support team.
We’re always happy to help.
Not a DynaFile customer yet?
See how DynaFile helps HR teams manage employee files, stay compliant, and work more efficiently. Learn How DynaFile Works.
