DynaFile Support Guide Support Guide
DynaFile Support Guide Support Guide
  • Login
    • New Users
    • Lost Password
  • User Interface
    • Menu Bar
    • Search Panel
    • Index Browser
    • Search Results Area
      • Multi-Document Actions Bar
      • Document Actions Panel
      • Fly-Out Menu
      • Thumbnail Preview Panel
    • User Preferences
  • Retrieving Documents
    • Index Search
    • Index Browsing
  • Importing Documents
    • Upload
    • Public Upload
    • Companion
    • Installation Instructions for Multi-Function Copiers
    • Upload New Version
  • Scanning Documents
    • Barcode Scanning
      • Barcode Cover Pages
      • Barcode Generation
    • Batch Processing
      • Batch Processing Interface
      • Send to Batch Processing
      • Process Scan Batches
  • Organizing Documents
    • Document Registration
      • Edit Registration
      • Copy Document
      • Edit / Move Document
    • Viewing Documents
    • Saving Documents
    • Deleting a Document
  • Sharing Documents
    • Document Comments
    • Email Document
    • Document Links
      • Email Link
      • Create Link
    • Fax Document
    • Drop Box
  • Paperless Press
    • Paperless Press Interface
    • Page Manipulation
      • Working Documents
      • Add Pages From Batch Processing
      • Merging Two Existing Documents
  • Administration
    • File Administration
    • Reports
    • User Administration
      • Add New User
      • Edit User
      • Delete User
      • Specific Document Access
    • Group Administration
      • Add New Group
      • Edit Group
      • Delete Group
    • Office Administration
      • Add New Office
      • Edit Office
      • Delete Office
    • Mass Delete
    • Index Field Administration
      • What is an Index Field?
      • Structured Fields
      • Unstructured Fields
      • Manage Index Values
    • Site Administration
      • Company Profile
      • Site Configuration
      • Security Settings
  • Best Practices and Troubleshooting
    • User Groups
    • Reports for Auditing
    • Troubleshooting
    • Managing Terminated or On-Leave Users
  • Table of Contents
  • Home

Section

Friday, October 28, 2016 11:53:48 AM
  • Quick Start
    • Login
  • Login
  • Document Retreival
    • Index Browser
    • Textual Search
  • DocuSign (Classic)
    • Introduction
    • Log-In
    • Home Tab
    • Manage Tab
      • Creating A Template
      • Recipients and Routing
      • Adding Email Message Information
      • Tags and Adding Tags to Documents
      • Using Check Boxes and Radio Buttons
      • Adding a Custom Tag to a Document
      • Renaming Documents to match DynaFile Document Types
      • Lassoing
      • Adding and Grouping Radio Buttons
      • Working with the Tagging Toolbar
  • In Process