Drag and Drop Drive
Add files to your electronic filing system with a simple drag and drop cloud storage drive.
No Need to Waste Time Finding the Right Folder
How easy does drag and drop cloud storage sound when filling with paper documents can be a seriously time-consuming process.
Using a basic electronic file share isn’t that much better. Staff still have to find the right folder location and remember to use the correct naming conventions when saving files. Filing doesn’t have to be this tough, though.
DynaFile improves your filing process by making adding documents to the system quick and easy. Use the Drag and Drop cloud storage 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 out of any application you’re currently working in. It doesn’t matter where your files are generated. It’s always easy to add them to DynaFile!
Drag & Drop Cloud Storage Drive
Bring files into the system with one smooth motion.
The DynaFile Drag & Drop Drive is the quickest way to add electronic documents to the system. Simply drag-and-drop one or multiple documents directly into the Save To DynaFile folder. A small window will appear and ask you to enter the required index information for that document. Typically this will be things like employee, client or vendor Name; along with the Document Type. If you dragged in more than one document, DynaFile will ask you index them one after another. You can also simply save them in the queue to index at a later time as well. After entering the required indexing information, your document(s) are automatically filed in the correct location for you inside of DynaFile.
Save to DynaFile
Save documents directly into DynaFile from any application.
Sometimes, there may not be an easy way to drag-and-drop the documents you want to save into the system. No problem! DynaFile is designed to fit your workflow. You can save documents into DynaFile from any application you’re working in. Simply go up to the File menu and select Save As. You will see the option to save to the DynaFile Virtual Drive. Just like the drag-and-drop process, when you save to that location, a small window will pop up and ask you to index the documents so it can get saved to the correct location inside of DynaFile.
Great Product
Easy to use and has worked as advertised.
Scott N.
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.
Empower Your Team with DynaFile
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.
