Index Browsing

Index Browsing allows users to browse folders to find documents.


This is a high-level view of the document types in your system.

To retrieve a document using the Index Browser:

  1. Locate the folder you wish to expand in the Index Browser 
  2. By clicking the + and - icons, you can expand and contract their contents
  3. Click on the folder of your choice and follow the contents until you reach the document you are searching for

What is an Index Field? 

DynaFile is an Indexed, virtual filing cabinet. Documents that get stored in the system are categorized by various taxonomies called Index Fields. Administrators have complete control over Index Field values within DynaFile. 

Learn more about Index Fields.