DynaFile’s User Interface consists of six main sections:
- The Menu Bar will be on the far left of the DynaFile interface.
- The Menu Bar Fly-Out Menu will be to the right of the Menu Bar.
- The “Quick Add” button is located in the Flyout Menu.
- The Multi-Document Actions Bar is located at the top of the DyaFile interface.
- The Search Panel is located at the top of DynaFile’s interface, under the Multi-Document Actions Bar.
- The Index Browser is located in the Search Panel. Documents can be selected by expanding the virtual folders.
- The Search Results Area is the largest part of the home page. Here, your documents will be displayed when a search is executed.
Menu Bar
The menu bar is located on the far left side of the DynaFile interface. From here, you can: change your user preferences, upload documents, access advanced tools, and utilize administration features.
- Documents — This is where all your documents (registered, pending registration and deleted) are stored. Document States are customizable so your site may differ slightly, please reach out to DynaFile to add additional Document States to your site.
- Add Documents — This button “quick add” button allows users to upload documents directly to a selected Document State.
- Registered — Displays all documents that have been changed to the registered state. Think of the Registered state as your document library or locking file cabinet here you can search for any document you have access to view.
- Auto-Barcode Processing — Documents placed here will automatically be indexed and saved to your site.
- Pending — displays your pending documents that are ready to be registered and tagged with metadata. Users may have access to multiple or shared pending states.
- Deleted — Displays all documents that have been deleted for 60 days allowing for documents to be restored.
- Preferences — Update preferences and information for your own user account.
- Info — Use the info tab to add or update personal user information including customizing the number of documents displayed during a search.
- Password — Reset your own password or opt into Two- Factor Authentication
- Apps — Download the DynaFile Companion App and Personal Configuration.
- Email — Email Connector allows users to send emails via the DynaFile Interface directly through their own email address.
- Tools — Access the Barcode Generation Tool
- Reports — User and Administrative Report access, from here users can view the standard and customized DynaFile Reports which can be viewed in the site or exported as needed.
- Admin — contains all of the functions that administrative users will need to add and manage users, create new pending document states, add new index values like Document Types as well as opt into optional security options like IP address whitelisting and user password management.
- Help — will open the DynaFile Support Guide in another window.
- Sign Out — hover over your name in the lower right corner of the site to sign out- please make note of this option when utilizing a shared device.
- Collapse / Expand — toggles the Main Menu Bar Fly-Out Menu.
Multi-Document Actions Bar – Registered Document State
The Multi-Document Actions Bar is located at the top of the DynaFile’s interface. From here, you will be able to: Upload, add Metadata, Edit, Download, Change States, and Share documents.
- Upload allows you to upload and register electronic documents your current state
Note: the ability to upload is permission based and users can be granted access to (or restricted from) uploading to any state.
- Metadata— allows you to edit the information about a set of documents including Employee Name, Document Type and Document Dates.
- Edit — allows you to split a multiple page PDF into individual documents, rotate or delete pages and move a page from one document to another if needed.
- Merge — when 2 or more documents are selected they can be merged in any order using this button.
Search Panel
The Search Panel is located at the top of DynaFile’s interface, under the Document Actions Bar. By using the unique Indexing Information a system administrator has set up, one can search for and retrieve documents. You can search on just one classification or a variety of indexes to find the documents you are looking for.
DO WE SHOW THE SEARCH PANEL FOR REGISTERED & PENDING (also same for auto-barcode)?
Index Browser
The Index Browser is located in the Search Panel. Documents can be selected by expanding the virtual folders.
These folders only show when there are documents that reference them in the system. As you add documents corresponding folder will automatically be generated, you will never have a blank or empty folder. The Index Browser is an additional search tool users can drill down to find a specific employee or document, but no document updates can be made from this area, it is search only.
Search Results Panel
This is the largest section of the DynaFile interface where you can view your search results, preview documents, and access many other common document-management and document-sharing actions.
