Add New Office

Admin users with permission can add a new Office to DynaFile from the Office Administration screen

To Add a New Office

  1. Select Admin from the Menu Bar
  2. Select Office Administration from the Admin Menu
  3. Click on the Add New Office button 
  4. Name your new Office location and add a description if desired
  5. Fill out the rest of the Office settings fields if applicable:

    Administrative Email
    Office admins can be contacted with questions regarding that location

    Fax Cover Sheet
    If you would like faxes coming from this Office location to include a cover sheet, select which document you would like to use here

    Fax Account Configuration
    Enter fax server information here. Contact Customer Support for help setting this up

  6. Assign Users to this Office location by selected the checkbox next to their username

  7. Click the Add button at the bottom of the screen when you have finished

  8. The new Office will be created in the system and can be modified from the Office Administration screen