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Description
Streamline and automate all your tasks, projects, documents, customer interactions, and team communications within a single platform. When sales inquiries arrive at a designated email address, tasks can be automatically assigned to the relevant users. Additionally, any email attachments sent or received will be seamlessly uploaded to cloud storage. You can generate tasks instantly when an email is received from a specific contact. The system can also update a prospective client's status from cold to hot upon receiving an email. If a client’s status needs to change from hot to cold, a task can be created to send a follow-up email. In cases where the first sales team member is unresponsive, tasks will automatically be reassigned to the next available team member. With just one click, you can convert an email into a task, and similarly, transform any email into a discussion thread that can be shared with your team. Furthermore, files shared through real-time chat are automatically stored in your cloud file storage system within DynaDo, ensuring that all your resources are efficiently organized and accessible. This comprehensive automation not only saves time but also enhances collaboration among team members, leading to improved productivity and better customer service.
Description
DynaFile is a leading cloud-based document management system built specifically for Human Resources teams looking to streamline operations and go paperless. Designed with flexibility and security in mind, DynaFile offers powerful tools to simplify employee file management, increase compliance, and improve overall efficiency across your organization.
With DynaFile, HR departments can securely store, organize, and manage digital employee files in one centralized location. Say goodbye to bulky file cabinets and lost paperwork—DynaFile makes it easy to retrieve documents instantly using powerful search and indexing features.
Key features include:
* Automated Document Workflows: Eliminate manual filing with integrations to leading e-signature solutions like DocuSign, Adobe Sign, PandaDoc, and more. Automatically route completed forms directly into employee folders.
* Barcode Scanning: Digitize large volumes of documents quickly. Barcode cover sheets allow instant routing of scanned files to the correct folder and location—perfect for converting legacy paper records.
* HRIS & Payroll Integrations: Seamlessly sync with platforms like ADP, Workday, Paylocity, SAP, and others to maintain up-to-date records without duplication.
* Cloud-Based Access: Access employee files securely from anywhere, supporting hybrid and remote teams while enhancing collaboration across departments.
* Compliance & Security: Robust access controls, audit reporting, and retention rules ensure your organization stays compliant with federal and industry regulations.
Whether you're managing onboarding documents, performance records, or audit trails, DynaFile helps HR teams boost productivity, reduce paper waste, and ensure secure, compliant file management.
API Access
Has API
No
API Access
Has API
No
Integrations
Adobe Acrobat Sign
No
Docusign
No
Jotform
No
Oracle Taleo
No
PandaDoc
No
Paylocity
No
SQL Server
No
SilkRoad Onboarding
No
Workday HCM
No
airSlate SignNow
No
Integrations
Adobe Acrobat Sign
Yes
Docusign
Yes
Jotform
Yes
Oracle Taleo
Yes
PandaDoc
Yes
Paylocity
Yes
SQL Server
Yes
SilkRoad Onboarding
Yes
Workday HCM
Yes
airSlate SignNow
Yes
Pricing Details
$19 per month
Free Trial
Yes
Free Version
No
Pricing Details
$799 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
DynaDo
Country
United States
Website
www.dynado.com/en/
Vendor Details
Company Name
Blue Ribbon Technologies
Founded
2000
Country
United States
Website
www.dynafile.com
Product Features
Collaboration
Brainstorming
Yes
Calendar Management
Yes
Chat / Messaging
Yes
Contact Management
Yes
Content Management
No
Document Management
Yes
Project Management
Yes
Real Time Editing
Yes
Task Management
Yes
Version Control
No
Video Conferencing
Yes
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Project Management
Agile Methodologies
Yes
Budget Management
Yes
Client Portal
Yes
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
Yes
Idea Management
Yes
Kanban Board
Yes
Milestone Tracking
No
Portfolio Management
Yes
Resource Management
No
Time & Expense Tracking
No
Traditional Methodologies
Yes
Task Management
Collaboration
Yes
Create Subtasks
Yes
Gamification
Yes
Gantt Charts
No
Mobile Access
Yes
Percent-Complete Tracking
No
Progress Tracking
Yes
Recurring Tasks
Yes
Reporting/Analytics
Yes
Spreadsheet View
Yes
Task Board View
Yes
Task Planning
Yes
Task Scheduling
Yes
Task Tracking
Yes
Time Tracking
Yes
To-Do List View
Yes
Product Features
Cloud Storage
Access Control
Yes
Archiving & Retention
Yes
Backup
Yes
Data Migration
No
Data Synchronization
Yes
Encryption
Yes
File Sharing
Yes
Version Control
Yes
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
Yes
Document Capture
No
Document Conversion
Yes
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
No
File Recovery
Yes
File Type Conversion
No
Forms Management
Yes
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
Yes
HR Employee File Management
Access Controls
Yes
Centralized Employee Files
Yes
Dashboard
Yes
Email Notifications
Yes
Paper & Digital
Yes
Regulatory Compliance
Yes
Retention Settings
Yes
Search
Yes
Sharing Spaces
No
Signature
Yes