Quick Create in Egnyte

Egnyte provides multiple options via the Create menu to quickly create folders, projects, Microsoft and Google documents, and URL files. In addition, users can utilize Draft mode for newly created Microsoft and Google files.

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Create File or Folder

Create URL Files

Creating a Draft Document

Create URL Files in the Mobile App

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.

When creating a new Microsoft Office or Google file from the WebUI, users will see a pop-up. The pop-up offers options to rename the document, modify the file's location, and enable Draft mode.

Create 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.

Create URL Files in the Mobile App

Users can create URL files also in the Egnyte Mobile App.The option to create URL files is available from the ‘Create/Upload’ menu.

Users have the option to define a link and assign a corresponding name.  For example, the URL can be to a website or an online document.

On tapping the Save button, 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 and tap on ‘Open’ to be redirected to the url in the browser.

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Other file options like Share, Comments, Copy, Move, Rename, Edit can be accessed from the context menu of the URL file.

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 Drafts folder (created automatically 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.

On Publish, the file and its versions are moved back to the original folder location. Additionally, users can change the file name or choose a different location to publish the file.

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 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. This applies to the templates under Word/Excel/PowerPoint options as well as other file templates.
  

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