DynaFile Support Guide
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Support Topics

  • Home
  • Login
    • Logging into DynaFile
    • Lost Password
  • User Interface
    • User Interface Overview
    • Menu Bar
    • Multi-Document Actions Bar
    • Document States
    • Search Panel
    • Index Browser
    • Search Results
      • Search Results Area
      • Document Actions Panel
      • Thumbnail Preview Panel
    • User Preferences
  • How to Retrieve Documents
    • Retrieving Documents
    • Viewing Documents
    • Index Browsing
    • Index Search
    • Downloading Documents
  • How to Add Documents
    • Adding Documents Overview
    • Quick Add
    • Saving Documents to Your Site
    • Scanning Documents
      • Scanning Documents Overview
    • Barcode Scanning
      • Barcode Scanning Overview
      • Barcode Generation
      • Barcode Cover Pages
    • How to Register Documents
  • DynaFile Companion App
    • DynaFile Companion App Overview
  • Organizing & Updating Documents
    • Organizing & Updating Documents Overview
    • Edit Documents Overview
  • How to Delete a Document
    • Deleting a Document
    • Deleting Multiple Documents
  • Sharing Documents
    • Sharing Documents Overview
    • Email Document
    • Document Links
      • Document Links Overview
      • Email Link
      • Create Link
      • Document Access
  • Administration
    • Administration Overview
    • User Administration
      • User Administration Overview
      • Add New User
      • Edit User
      • Delete User
      • Specific Document Access
      • Multi-Item Selection
    • Group Administration
      • Group Administration Overview
      • Add New Group
      • Edit Group
      • Delete Group
      • Document Access Management Verticals
    • Index Field Administration
      • Index Field Administration Overview
      • What is an Index Field?
      • Structured Fields
      • Unstructured Fields
      • Manage Index Values
    • Site Administration
      • Site Administration Overview
      • Company Profile
      • Site Configuration
      • Security Settings
  • MFC Configuration
    • DynaFile Headless Service, Installation Instructions for Multi-Function Copiers
  • Best Practices and Troubleshooting
    • Best Practices and Troubleshooting Overview
    • User Groups
    • Troubleshooting
    • Managing Terminated or On-Leave Users
  • Integrations
    • DocuSign to DynaFile Document Integration
  • Integrations
  • Glossary of Terms
  • Video Resources
  • FAQs

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Document Links

  • Email Link

    Email Link allows you to create a Public or Private Document Link and email it to one or more recipients. To Email a link:
  • Create Link

    Create Link will allow users to create Public or Private Document Links that you can copy and paste wherever needed. Users will also be...
Sales Demo
Would you like to talk with one of our experts, click on the following link to get started.
Schedule a Demo
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