Save to DynaFile

When saving to DynaFile, the system will upload documents in their native file type (.doc, .pdf, .jpg, etc.).

The DynaFile Virtual Drive may need to be set up prior to use. Contact Support for more information.



Drag and Drop

Drag and Drop can import multiple electronic documents to the system at the same time using Save To.

To Save to DynaFile with Drag and Drop:

  1. Click and hold the document you'd like to place into the DynaFile virtual Drive
  2. Drag it over to the Save to DynaFile icon on your desktop
  3. The DynaFile Document Registration window will appear and prompt you to index the document(s)
  4. If you choose to index the documents at a later time, they will automatically be placed in the Batch Processing folder

Save in Application

You can also save a single document to DynaFile from the application you are currently working in. For example, Microsoft Word, Excel, Adobe etc.

To Save to DynaFile from within an Application:

  1. Select Save As, from the application you are currently working in
  2. Select the DynaFile Virtual Drive as your save location
  3. The Document Registration will appear and prompt you to index the document
  4. You may also Index the document at a later time, if you wish. It will be stored in the Batch Processing folder in the meantime