Document creation in Desktop App Core

Introduction

Key Highlights

Creating Blank Document

Creating Document from Egnyte Templates

Known Limitations

Introduction

Creating documents has become more seamless and efficient than ever before, thanks to the new Document Creation feature accessible through the right-click context menu. In order to create documents, the user must be connected to the Egnyte Drive. 

Key Highlights

• Intuitive Right-Click Access:
  • Users can now easily create new documents directly from the Egnyte drive by right-clicking on the desired location.
  • The context menu offers a quick and convenient option to initiate document creation, reducing the need for multiple steps.
• Multiple Document Formats Supported:
  • Flexibility in document creation with support for Microsoft Word, Excel and Powerpoint file types.
  • Choose the document type that best suits the needs from the New Document Dialog Box.
• Using Egnyte Templates:
  • Choose an existing template for the selected document type and start working on it.
  • Creating documents using templates saves time and effort required  in copying and moving the document to the specific location.
• Seamless Integration with Egnyte Drive:
  • Document creation seamlessly integrates with the Egnyte  drive, allowing the user to create documents directly in the chosen folders and locations.
  • No need to open the application separately – simply right-click, create, and immediately start working on the documents.

Creating Blank Document

How to use

1. Right-click on the desired location in Egnyte Drive. Navigate to the Create New Document option in the context menu.
   
2. Select the preferred document type.
   
3. Enter the name and update location. Click on the Save button.
   
4. Lock the file or open the document in co-edit mode.
   

Creating Document from Egnyte Templates

The word Template here means a pre-formatted file type that can be used to quickly create a specific file. Everything such as font, size, color and background pictures are pre-formatted but users can also edit them.

File template capability allows having Template files in one place so that it is easier to manage them and provide access to end-users.

The system creates the following folder automatically, all the template files should be uploaded to this folder:

/Shared/Egnyte Templates/File Templates

A user must have view permissions to this folder in order to create a new document using templates.

How to use

1. Right-click on the desired location in Egnyte Drive. Navigate to the Create New Document option in the context menu.
2. Select preferred document type.
   
3. Select the Microsoft document template file. Only Word, Excel and Powerpoint are currently supported.
   
4. Enter the name and update the location. Click on Save button.
5. The template will be downloaded and copied to the destination folder. This could take some time depending on the size of the template, network conditions.
   
6. Lock the file or open the document in co-edit mode. Keep writing and collaborating.
   

Known Limitations

1. Files in the ‘/Shared/Egnyte Templates/File Templates’ folder are only recognised as templates. Egnyte supports only a flat structure for file templates for now. Any files in sub-folders will not be taken into account.
2. If a user (or admin) deletes the "/Shared/Egnyte Templates" directory, either it needs to be restored from trash, or the folder structure needs to be manually recreated.  
3. Egnyte requires using names for the folders, as written above. Otherwise, users might not be able to see and use templates successfully.
4. If Cloud start path is configured in desktop application, it must include /File Templates folder to create documents using templates.
5. Offline creation of documents using templates is not supported.
6. Only one document can be created at a time.