Best Practices

DynaFile is a very flexible document management solution. The concepts provided in these best practices are meant to help administrators customize DynaFile for your organization's specific needs. 


User Groups 

User Groups are an important feature of DynaFile and can save administrators a ton of time. Instead of assigning access for each individual user in your DynaFile system, utilize User Groups to assign access to multiple users at once.

Learn more about User Groups Best Practices

Reports for Auditing 

Every installation of DynaFile comes complete with important audit reports. These reports help administrators keep track of activity happening within DynaFile as well as what users in the system can access. Administrators should periodically run these reports to stay up to date on the status of the system and its users.

Learn more about Reports for Auditing