Empower Your Organization for Success with DynaFile.
Cloud Collaboration
Cloud collaboration features let your team do business more efficiently from multiple office locations.
DynaFile's online collaboration features bring teams together like never before. Bring your review and approval processes to cloud and markup documents just like you would with pen and paper.
Share business documents safely online with a variety of secure file sharing methods.
Sharing documents as email attachments is not a secure method of transmitting information. DynaFile provides multiple ways for your teams to share files and keep your information safe in transit. Choose from a variety of online file sharing options to fit your business needs.
Use esignatures for internal approvals or to get documents filled out and signed paperlessly.
In most instances, electronic signatures can now be used as a legally binding alternative to pen and paper signatures. DynaFile integrates with DocuSign to provide esignatures and online forms that can be executed right from your online filing cabinet. Information entered into the fields of your DocuSign forms can even be used to automatically file your documents after they are signed and completed.
Online file storage lets you access and manage your documents securely from anywhere, at any time.
DynaFile's online file storage features let you keep your documents highly organized and instantly accessible. No matter where your offices are located, employees can securely access the business critical information they need quickly and easily.
Scan to Cloud Document Storage
DynaFile's online file storage features let you keep your documents highly organized and instantly accessible. No matter where your offices are located, employees can securely access the business critical information they need quickly and easily.
Indexing ensures your documents are filed in the correct location every time.
DynaFile uses metadata properties to index every document added to the system. These indexing properties categorize your documents and provide additional information about them. They are then used to file your documents in the right spot so your information is never lost.
Browse or search to retrieve documents quickly and run reports on the fly.
Finding documents in DynaFile is exceptionally easy. You can browse through file folder in a traditional Explorer type view or use an index search to pull up exactly what you need quickly. You can even run reports across your entire online filing cabinet at once to conduct internal audits or status checks.
Control access to specific types of documents for individuals or groups of users.
DynaFile's document control features ensure that employees only see the files they are authorized to see. Access permissions can be set for individual users or groups of users and can be applied to specific types of documents. Any action performed in the system can be controlled providing extremely granular security for both internal and external users.
Easily add documents to DynaFile.
DynaFile improves your filing process by making it quick and easy to add documents to the system. Use the Drag & Drop Drive to bring your documents into DynaFile with one smooth motion. You can add one document at a time or drag-and-drop multiple files at once. In case there's no easy way to drag-and-drop, you can also Save To DynaFile or Virtually Print To DynaFile out of any application you're currently working in.
Scanning Automation
Something that sets DynaFile apart from other cloud document management software is a set of unique scanning automation features designed to work directly with the system.
Barcode recognition organizes and files your documents automatically as they are scanned.
Barcode cover sheets separate large file folders into sections before scanning. As your files are scanned, DynaFile reads the information provided by the barcodes to automatically file your documents for you. This is a great solution for converting back files to electronic format.
Scan a batch of unrelated documents into the system and then organize them from your web browser.
Import paper documents to DynaFile in bulk with batch scanning. On-screen processing lets you break apart and index them after scanning. This method works best for a stack of unrelated documents.
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The Best Software to Go Paperless With!
