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Welcome to the Community!Let’s get to know each other. Please reply to this thread and share a quick hello. Here’s some ides: Your name and role Where you’re located What you do for fun! I’ll start…I’m Shelly Ryder, head of Customer Advocacy here at Egnyte. I’ve been an Egnyter since January 2022 and love it! I’m based in Raleigh, NC and am originally from Syracuse, NY -- the snow capital of the US. ❄  Outside of work, I volunteer with a local animal rescue and am big into Toastmasters. Working on earning my DTM (Distinguished Toastmaster) award, currently running a Youth Leadership Program with 12 enthusiastic and motivated future leaders!

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 Yet, traditional methods—email, unsecured uploads, or outdated portals—often create confusion and missed steps, data risk, and poor client experiences.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 feat

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 (U

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 Mech

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,

Connecting Egnyte with your Microsoft 365 environment allows teams to collaborate seamlessly on Office documents while maintaining a single, secure source of truth for your content.To help you and your users get the most out of this integration, we have gathered several key resources. You can find materials here covering setup for administrators, "how-to" guides for users, and high-level security best practices.Egnyte UniversityEgnyte and Microsoft Office: Enabling the Integration (Admins) This course walks administrators through the process of enabling and configuring the Egnyte integration for Microsoft Office desktop applications. How to Enable Egnyte for Microsoft Teams (Admins) A step-by-step guide for administrators on installing and setting up the Egnyte app within the Microsoft Teams environment Egnyte for Microsoft Teams (Users) This course is designed for end-users, covering how to locate, share, and manage Egnyte files directly from within Microsoft Teams channels and chat

Navigating the 110 security requirements for CMMC Level 2 compliance is a complex undertaking. This checklist helps you assess your organization's readiness, understand critical steps for your assessment, and avoid common pitfalls. Get prepared and move your CMMC program forward.Download your copy here.

Manually finding, classifying, and protecting files across your ecosystem is an impossible task. This is where automated content classification becomes a game-changer, helping you save time, reduce risk, and make your data work for you.  What Is Content Classification?At its core, content classification is the engine that identifies and categorizes your data. Instead of relying on users to tag files manually, you can set up policies to automatically find specific types of content, like PII, financial records, or internal-only documents. For a high-level overview, check out the Content Classification Help Desk article.   Start with Sensitive ContentThe most common and critical starting point is identifying sensitive data. Egnyte's Secure & Govern can automatically scan your content for built-in identifiers like social security numbers, credit card numbers, and other forms of PII/PHI. Finding this data is the first step to protecting it. Watch this Quick Tip video on Sensitive Conten

A cloud-first approach to file servers unlocks new capabilities and cost savings for any business serious about its data.In our blog post, we discuss the key benefits of moving off your on-premises file server and migrating to the cloud. Learn how a cloud file server provides enhanced accessibility, scalability, and security compared to a traditional on-premises setup. The article also outlines the significant cost savings by eliminating the need for expensive physical hardware and ongoing maintenance, while simplifying backup and recovery processes.See the breakdown here.Egnyte customers who came from on-premises infrastructure: What made you say goodbye to your on-prem server and switch to Egnyte? Tell us in the comments! 

Looking for a more intelligent cloud file server?Egnyte provides a powerful alternative to Nasuni with native AI-powered features for document summarization and advanced data governance. While both solutions offer core functions like VPN-less access and edge caching, Egnyte goes further by providing a comprehensive, business-focused platform with built-in AI for enhanced productivity and security.See the side-by-side breakdown.Egnyte customers who came from Nasuni: What made Egnyte the better fit over Nasuni? Let us know.  

Navigating enterprise file management? Egnyte stands out from Panzura with a cloud-first SaaS architecture for global scalability, superior collaboration tools including Google Workspace co-editing, and built-in Egnyte Copilot AI.See the side-by-side breakdown.Egnyte customers who came from Panzura: We’d love to hear how it’s working for you — drop a comment below.!  

Unlike ShareFile's cloud-only approach, Egnyte's flexible hybrid deployment model allows you to store and sync files on-premises and in the cloud, giving you greater control. Egnyte also provides AI-powered sensitive data discovery, automated governance tools, and robust client portals for secure document sharing. With more integrated productivity features and a lower starting price, Egnyte provides a cost-effective and intuitive alternative that requires minimal user training.See the side-by-side breakdown Egnyte customers who came from ShareFile: Reply below to share your experience.  

Egnyte simplifies common pain points like folder permissions, large-scale library management, and desktop syncing that often challenge SharePoint users. Unlike SharePoint's more rigid framework, Egnyte is built for ease of use and deployment, providing a scalable solution that truly works for your business.See the side-by-side breakdown and also our detailed PDF guide.Have you transitioned from SharePoint to Egnyte? Tell us what made the difference.  

Whether you're new to our platform or a seasoned expert, we have a range of resources to help you master AI-powered tools and optimize your workflows. Egnyte University Quick Tip Videos: Get fast, actionable advice on using features like Egnyte Copilot, AI Search, and the Trainable Classifier. Access video tutorials and step-by-step guides to boost your productivity. Learn more. Courses: Dive into a library of courses and learning paths designed for Egnyte users, with specific content on AI functionality to help you get the most out of your tools.Explore courses Egnyte Helpdesk: Find comprehensive support articles on a wide array of AI topics, from general overviews to detailed feature guides here.

Metadata in Egnyte is a powerful feature that allows you to efficiently manage and organize your files and folders. By adding descriptive properties, you can easily categorize your content and make it more searchable. This feature is particularly useful for applying information to a large number of files at once, saving you time and effort.Learn how to: Customize metadata fields in the Egnyte Web UI Automatically apply metadata using rules-based logic Use scoped metadata and inheritance to streamline access and tagging Trigger workflows and actions based on metadata values Leverage AI-driven metadata tags through trainable classifiers Need a broader understanding of metadata in Egnyte? Start with this overview of metadata and share your best practices in the comments below!

Effectively managing the lifespan of your files is a cornerstone of good data governance—ensuring that content is retained when needed, archived when it becomes less relevant, and purged when it’s no longer necessary. Egnyte offers built‑in tools to automate these processes, helping you reduce clutter, lower storage costs, and meet compliance requirements.In this section, you’ll find essential guides and best practices to harness these capabilities: Creating Content Lifecycle Policies Trash and Retention Policy Settings Managing and Using Trash in Egnyte Content Lifecycle Policies Whether you're an administrator shaping domain-wide policies, or a user trying to understand how retention and trash settings affect your folders and files, these articles will guide you through the tools, terminology, and scenarios involved in managing your content’s lifecycle. We’d love to hear from you!! Share your top tips or best practices for managing file retention and lifecycle in the comments!

See why your choice in Egnyte is the right one for any business serious about its data. In our latest resource, we compare Egnyte to Box.The Egnyte platform offers native data governance, granular sub-folder permissions, and true hybrid deployment that goes far beyond what Box can offer.See the side-by-side breakdown.Egnyte customers who came from Box: What was the deciding factor that made you switch? Reply below to share your experience. Your insights are invaluable for others evaluating their options! 

See why your choice in Egnyte is the right one for any business serious about its data. In our latest resource, we compare Egnyte to Dropbox.The Egnyte platform offers a secure and intuitive solution with advanced data governance, AI-powered insights, and a hybrid architecture—capabilities that go far beyond what Dropbox can offer.See the side-by-side breakdown.Egnyte customers who came from Dropbox: What was the deciding factor that made you switch? Reply below to share your experience. Your insights are invaluable for others evaluating their options!

Hear from cybersecurity experts, including Egnyte’s ​@Neil J, as they cut through the hype to proactively reduce risk. You'll learn how to navigate the evolving threat landscape, the role of AI in defending against cyberattacks, and why smart tools still need smart people.Watch this on-demand session and discover how to strike the right balance of technology, governance, and human insight to stay ahead in the age of AI. 

Explore how Egnyte Governance helps organizations secure their content and maintain compliance in an evolving threat landscape. The platform offers a comprehensive solution for content integrity, data privacy, and regulatory compliance. Discover how it mitigates risks like ransomware attacks , protects sensitive data with AI-powered classification , and uses auto-remediation to address security issues. Read our Egnyte Governance Product Brief to learn more. Download the document here

We've created a comprehensive guide to help new administrators get started with our platform. This resource will walk you through all the essential steps, including: Data migration and file uploads Adding users and groups Configuring permissions and sharing settings Installing Egnyte apps like the Desktop App and Mobile App Setting up content governance Onboarding and engaging your team Check out the full guide for administrators here: Egnyte Get Started Help Center Not an Admin? We have a resource just for you! This guide will help you get familiar with the Egnyte platform and its capabilities. Learn how to use Egnyte to improve collaboration and your daily workflows.Learn more about getting started as an end user here: Getting Started with Egnyte 

I'm excited to share a great new resource for anyone navigating CMMC compliance.We've published a new webinar on how our customer, ERRG, achieved CMMC compliance using Egnyte. It’s an excellent, real-world look at how they tackled this critical challenge and what they learned along the way.Have you started your CMMC journey yet? What’s been your biggest challenge?Register here to watch the full on-demand webinar