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What Did You Think of Global Summit 2025?

We’d love to hear your thoughts on this year’s Egnyte Global Summit 2025!From inspiring sessions to exciting product updates and community connections, it was an incredible event — and now we want to know what stood out to you. What were your favorite moments or key takeaways? Did you gain new ideas or insights you’re planning to bring back to your team? And of course, we’d love to hear how we can make next year’s summit even better.Share your feedback and keep the conversation going below — your input helps shape the future of our events!

Financial Services: Streamlining Document Collection Workflows with Egnyte’s Document Portal

For financial services organizations, collecting and processing documents is a critical first step for new account opening, onboarding, due diligence, underwriting, and more. Yet, traditional methods—email, unsecured uploads, or outdated portals—often create confusion and missed steps, data risk, and poor client experiences. Egnyte’s Document Portal is designed to simplify and secure that process. It provides a custom-branded, external-facing portal where clients, vendors, or partners can upload required files directly into your Egnyte environment—complete with automated reminders, templates, and tracking.To help your teams—from administrators configuring templates to client-facing staff managing day-to-day requests—we’ve gathered a collection of resources on setup, best practices, and daily use.Egnyte.com ResourcesSecure Document Portal for Financial Services – Product overview of Document Portal: what it does, how it streamlines document request and collection workflows, and key features (templated requests, reminders, custom-branded portal). Blog: Overcoming 4 Challenges with Client Onboarding in Financial Services Breaks down common onboarding bottlenecks and how Document Portal can improve speed, visibility, and client satisfaction. eBook: 4 Financial Services Operations Problems Solved by Better Document Management A practical resource on using document automation to reduce inefficiencies, cut down email volume, and improve compliance readiness. Research: Datos Insights – The Impact of Document Management in Financial Services Analyst-backed insights into how financial firms are optimizing document workflows for operational efficiency. Solution Overview: Secure, Simplify, and Scale Financial Services with Egnyte An overview of Egnyte’s approach to enabling compliant collaboration and document handling across growing firms. Blog: Rewriting the Rules of Financial Services Content Management Explains how tools like Document Portal fit into a larger modernization strategy for content workflows and client experience.Egnyte UniversitySetting Up Document Portals – Learn how Egnyte’s Document Portal simplifies how you engage with clients, vendors, and partners. Using Document Portal – A quick tip video covering the key capabilities of Document Portal, from upload request templates, workflows, and eSignature. Document Portal Onboarding for External Clients – A course showing how the portal simplifies document requests, collection, and signatures from external participants.Egnyte HelpdeskDocument Portal Overview and Using Document Portal – The central support article explaining how to create Workspaces, manage external users, and simplify document workflows. What’s Included with Document Portal – Details what features are included in the add-on (upload requests, external workflows, workspace types). Document Portal (Helpdesk Category) – A page listing all related support articles: Create and Manage Workspaces, Configure Workspace Types, Upload Request Workflows, etc.We hope this collection of resources helps your teams simplify document collection and onboarding while maintaining the compliance standards that financial services demand.If you’ve implemented Egnyte’s Document Portal or similar workflows, share your experiences or lessons learned below.

Join the Community Founders Club!

Be part of the inner circle for our new Community!  😎The Founders Club group is open to any Egnyte Community member who wants to take an active role in building this space.We will look to our Founding Members to: Provide foundational content by engaging with our starter posts, starting new conversations and asking questions of other users. For instance, you could create a post about one of your Egnyte use cases, lessons learned on file and folder management, a workflow that’s saved time, your perspectives on AI, or an industry trend you're seeing. You can also engage with content that others post. Model a helpful and generous culture by answering questions and helping new members feel that they’re among friends. Act as an ambassador and partner, offering feedback and ideas to shape the Community's direction.Within the Community, you will receive special recognition of your status with a unique Founding Members badge. Additionally, a high level of active participation can earn you rewards and exclusive swag!Join the club here!

Life Sciences: Controlled Document Management

For Life Sciences organizations, managing controlled documents such as SOPs, protocols, and quality manuals is essential for maintaining GxP compliance. The Egnyte platform includes features specifically designed to manage the entire lifecycle of this regulated content.To help your administrators configure the system and to guide users on their responsibilities, we have compiled the following resources.Egnyte University Controlled Document Management (Admins & Users) This comprehensive course provides a complete overview of the module for all roles. Quality Document Management (Admins) This course dives deeper into quality-specific workflows for those managing the system. Creating Courses for Controlled Documents (Admins) Learn how to build and assign training courses based on documents in the module. Controlled Document Module as a Project Management Tool (Admins) This resource explores how to leverage the module for tracking periodic tasks. Viewing Controlled Documents (Users) A guide for users on how to access and find the effective documents they need. Completing Training for Controlled Documents (Users) This course shows users how to find and complete their required training assignments. Egnyte Helpdesk Controlled Document Management Section (Admins & Users) This is the primary knowledge base for detailed technical articles, step-by-step instructions, and information on roles and permissions. Egnyte.com Resources Comprehensive Guide to Controlled Documents in Life Sciences (General Info) A high-level guide covering the principles and importance of controlled documentation. Product Tour for Life Sciences (General Info) A self-guided tour that demonstrates these compliance and quality features in action. We hope these resources help you streamline your quality and compliance workflows. If you have a particular method for managing your controlled documents that you've found effective, feel free to share it below.

Life Sciences: Managing Your eTMF in Egnyte

For Life Sciences organizations, managing an electronic Trial Master File (eTMF) is a critical component of clinical trial operations. The Egnyte eTMF application is designed to help teams manage study milestones, file artifacts, and maintain compliance.To help your teams—from administrators setting up studies to users managing daily documentation—we have gathered a set of resources covering eTMF configuration, best practices, and daily use.Egnyte University eTMF App Overview (Admins & Users) This comprehensive course covers the fundamentals of the eTMF app, including creating and importing studies, managing milestones and configuration, uploading documents, and creating reports Uploading Artifacts in eTMF (Users) A quick video demonstrating the process for uploading documents and artifacts into the eTMF Importing Completed Studies to Egnyte's eTMF (Admins) This course details how to import existing trial data from other applications into the Egnyte eTMF using the Exchange Mechanism Standard (EMS) eTMF Study Configuration (Admins). This resource guides administrators through the process of setting up a new study, including defining permissions, milestones, and other key settings eTMF Archival (Admins). Learn the process for properly archiving a completed study within Egnyte to ensure long-term data integrity and compliance. Egnyte Helpdesk eTMF App (Admins & Users) The central Helpdesk section for the eTMF application. It contains numerous articles on managing milestones, configuring quality control workflows, importing data, and more. Egnyte.com Resources Clinical Trial Data Management (General Info) An overview of how Egnyte supports the full clinical trial lifecycle, from automated eTMF workflows to secure collaboration and compliance Product Tour for Life Sciences A self-guided tour demonstrating Egnyte's features for Life Sciences, including centralized document control and compliance-ready workflows. Best Practices for eTMF Transfer (Admins) This guide covers the key considerations for a successful eTMF transfer from a CRO to a sponsor, focusing on data integrity, security, and inspection-readiness Blog: Why Your eTMF Vendor Doesn't Want You to Know About the Exchange Mechanism Standard This article explains the importance of the eTMF Exchange Mechanism Standard (EMS) and how it prevents vendor lock-in, ensuring you maintain control of your data. We hope this collection helps you optimize your clinical trial management. If you have any of your own best practices for managing an eTMF, we invite you to share them below.

Getting Started with Egnyte AI Agents

Egnyte AI agents are designed to help automate repetitive, time-consuming tasks by applying AI to your organization's content. You can build custom agents to handle specific workflows or, for AEC customers, use specialized agents to analyze complex project documents.To help you understand what AI agents can do, how to build them, and how to use them, we have collected the following resources.Egnyte University Create an Agent (Admins) This course provides a comprehensive walkthrough of the no-code Agent Builder, showing you how to create, configure, and test a new agent from scratch Using Egnyte Agents (Users) Learn how to find and interact with existing agents, provide files as a source, and use them to get answers or automate tasks Egnyte Helpdesk Agents - Overview This Helpdesk section provides foundational knowledge on what Egnyte Agents are, how they work, and how to interact with them AI Agents for AEC This section is dedicated to the industry-specific agents for Architecture, Engineering, and Construction, including Specifications Analyst and Building Code Analyst Egnyte.com ResourcesProduct Information & Tours Egnyte AI Agents (General Info) A high-level overview of the AI agents' capabilities, including the no-code builder and pre-built templates Agent Builder Product Tour (Admins) A self-guided tour demonstrating how to build, test, and deploy a custom agent using the Agent Builder Specifications Analyst (AEC Specific) Learn how this agent extracts and organizes critical details from complex construction specification documents Building Code Analyst (AEC Specific) Discover how this agent can search, compare, and validate code requirements across multiple jurisdictions Blog Posts & Technical Insights Automate Repetitive Work With No-Code AI Agent Builder This blog post explores the concepts behind the Agent Builder and how it empowers teams to automate their own workflows Inside the Architecture of a Deep Research Agent A technical article for those interested in a deeper dive into the architecture and multi-step analysis that powers advanced agents. We hope this collection of resources is useful. If you have built an agent or have a specific use case you've found valuable, please feel free to share your experience below.

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