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Quick Create in Egnyte

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Egnyte provides multiple options via the Create menu to quickly create folders, projects, Microsoft and Google documents, "Links as Assets" or URL files, and draft documents.

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Create File or Folder

Create 'Links as Assets' or URL Files

Creating a Draft Document

Create File or Folder

The menu is intuitive and logically structured to help the user navigate through the options available to create the required object within Egnyte.

The users can also create the documents from the Home dashboard without having to navigate to a specific folder.

With Google Workspace integration enabled, users can create blank documents. Additionally, with Microsoft Office integrations enabled, users can either create blank documents or use the templates as available under the Egnyte Templates folder.

The pop-up displays the path or location where the document or folder is being created.

Create 'Links as Assets' or URL Files

Users have the option to define a link and assign a corresponding name.  For example, the URL can be directed to a website or an online document. To make changes to the link and/or its name, utilize the context menu accessible through a right-click.

A .url file is created with a link specified.

Once the link is clicked, it opens in the previewer where the users can see the link.  Clicking on Open will redirect the user to the associated URL.

  • Although the workflow permits users to generate links exclusively with HTTP and HTTPS protocols, users can still click on existing link files utilizing different protocols, such as FTP, to be redirected accordingly.
  • As the .url files are natively supported by macOS and Windows operating systems, users can click to open the links.
  • The feature is applicable for all platform plans
  • The feature is now supported for Egnyte’s iOS and Android mobile apps.
  • URL file preview is not supported

Creating a Draft Document

Using the Create menu, users can quickly create a Microsoft or Google document in 'draft" mode. This allows users to work on the document without worrying about its visibility and sharing it with others until it’s ready. Subsequently, upon completion, users can 'Publish' the document to its original path by default or opt for an alternative location.

If Draft mode is selected, files are saved in a Drafts folder (which gets automatically created by Egnyte if it does not already exist) under the user’s Private, thereby restricting the visibility and default sharing with others. This allows the user to update the document as needed, and publish it to a Shared folder when ready by clicking Publish document.

Prior to publishing, the file with its associated versions is moved to the specified folder. In addition, users can change the file name, and publish the file in the original location where the file was created from or choose a different location as well before clicking Publish.

Limitations

The Publish option is provided for files and folders specifically under Drafts.  Users are highly advised against renaming, moving, or deleting the ‘Drafts’ folder as these actions will lead to a loss of this functionality. 

In addition, consider the following when drafting a file:

  • Drafts folder can be used for any type of file and is not restricted specifically to Microsoft or Google files
  • If a file is moved to the ‘Drafts’ folder via Desktop App, or created via WebUI’s Create menu, the default path on Publish will be empty as there’s no way to determine it. In such cases, users will need to choose a path to Publish the file.
  • The ‘Draft’ functionality is available on platform plans where Private folder is enabled/available for the users
  • If a user already has a ‘Drafts’ folder under Private, it will be reused.
  • The ‘Draft’ functionality is not supported for templates. It applies to the templates under Word/Excel/PowerPoint options or other file templates as well.

Additional Resources

For more details on how to use the features available via the Create menu, refer to the following helpdesk articles:

Edit and Create Egnyte Files Using Microsoft Office Online 

Egnyte for Google Workspace 

Create a Shared Folder 

Create a Project Folder

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