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 Yet, traditional methods—email, unsecured uploads, or outdated portals—often create confusion and missed steps, data risk, and poor client experiences.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