DynaFile Companion App

DynaFile Companion App

The Companion App should be installed directly on each users Windows profile and does not required Admin Level permissions to be installed. The app allows each user a direct view into the current status of their processing documents and when connected to a desktop scanner allows the user to scan a document directly into DynaFile.

Please Note: The DynaFile Companion App will replace the current Save To DynaFile Utility, if you currently use the Save to DynaFile Utility you will need to uninstall the Save To DynaFile Utility before installing the DynaFile Companion App.

Configuration Steps:

Installing the DynaFile Companion App is a 2-step process, first you’ll download the app then configure the app for your user permissions.

Part One

1) Login to your DynaFile Site

2) Click “Prefs” in the upper right corner

3) Click the “APPS” Tab

4) Click “Download Companion App"

5) After the DynaFile Companion App downloads double click the icon

6) Click Run 

7) Click Next

8) Read and Accept the License Agreement then click Next

9) Click Install

10) After the App finishes installing click Finish

Part Two

1) Login to your DynaFile Site

2) Click “Prefs” in the upper right corner

3) Click the “APPS” Tab

4) Click “Create App Configuration”

5) Once the configuration file has downloaded open the file and enter your DynaFile credentials into the Sign In window (the same login you just used to access the site).

Don’t see the login window? Please try minimizing all other open widows and programs or click on the folder icon with navy and white arrows to pull that Sign In Window to the front.