DynaFile organizes documents by Indexing them uniquely into the system. The Index Values are used to file documents immediately after scanning. You will then be able to search for and retrieve them.
What is an Index Field?
DynaFile is an Indexed, virtual filing cabinet. Documents that get stored in the system are categorized by various taxonomies called Index Fields. Administrators have complete control over Index Field values within DynaFile.
Registration Panel
You will be able to Register a document every time you add a document to DynaFile. If the document is not Indexed at the same time it is added, the file will be stored in your pending state.
To Register a Document
- Locate the Document(s) you would like to register in your Pending Documents
- Use the drop-down menu under Change States and select Registered.
- Select the state you would like to transition your document to.
- Edit & Split
- Direct Registration
Edit & Split
Here you can edit, split and add Metadata before you Save and Register your document.
Direct Register
To Register a document:
You will enter in the Document Metadata and transition your document to the Registered State.