Document Retrieval
Using Dynafile’s Document Retrieval System, browse or search to retrieve documents quickly and run reports on the fly.
Retrieve Documents Instantly With Dynafile’s Document retrieval system.
Without a Document retrieval system, 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.
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.
Index Browser With Dynafiles Document retrieval system.
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.
Great System
The DynaFile team has always been helpful when we need them.
The ease of putting documents into the employees’ folders and being able to sort.
Cathy R. | Payroll Administrator
Efficiency for All Teams
Powerful filing solutions tailored for your department and industry.
Human Resources
Give HR a shortcut to electronic personnel files with scanning automation, paperless onboarding, and cloud document management.
Education
Move from paper to electronic student files to give time back to your admin teams and increase efficiency across the entire office.
Healthcare
Make a smooth transition from paper to electronic medical records to easily manage files and get patient forms completed digitally.
Go Digital & Boost Productivity
Unlock the Power of Digital HR Document Management.
Streamline workflows with scanning automation, online file storage, cloud collaboration, and automated onboarding integrations. Learn why successful HR leaders have trusted DynaFile as their employee file management solution for over 20 years.
