Egnyte Actions is a feature within the Desktop App that provides quick and easy access to a variety of file management tools directly from the file’s context menu. With Egnyte Actions, a user can efficiently perform essential actions such as requesting document signatures, editing PDFs, or reviewing file versions without needing to navigate away from the app.
How to Use Egnyte Actions
Using Egnyte Actions is simple and intuitive. Follow these steps to access the available actions:
- Right-click on any file that resides in the Egnyte drive.
- In the context menu, select More Egnyte Actions....
- An additional context menu will appear, showing the actions available for the selected file.
Currently, actions are available for files only. Actions for folders will be added in the future.
Features and Behavior of Egnyte Actions
The Egnyte Actions feature provides several file management tools accessible through the Desktop App’s context menu. Depending on the specific action, some will be handled within the Desktop App itself, while others will be opened in a web browser for completion.
Desktop App-based Actions
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Open with: Open file using supported integration such as MS Office desktop app
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Share with: Share using 3rd party applications
- Share: Opens a dialog which allows selecting properties of the link to share
- Ask a Document: Open the AI-driven Ask a Document feature directly within the Desktop App to interact with the selected file and retrieve key information or summaries
Browser-based Actions
- Send for Signature: Send files for electronic signature through Egnyte’s WebUI
- Edit PDF: Edit PDF files via Egnyte’s WebUI
- View in Cloud: View the file directly within the browser preview
- Comments: Add or view comments associated with a file through the WebUI
- Details: Access detailed file information and metadata in the browser
- Versions & History: See previous versions of the file and its download history
- Workflows: Go directly to the workflow section of a file to review or submit workflows
Dynamic Feature Availability
The Egnyte Actions menu is dynamic, meaning that new Actions can be made available without requiring an upgrade to a new version of the Desktop App. This ensures access to the latest tools and functionalities as they are released.
Availability
The Egnyte Actions feature is available in the Desktop App Core for Mac, starting from version 1.2.0 or higher and Desktop App for Windows version 3.22.0 or higher. Some features may not be available due to certain plan limitations. Please contact an Egnyte Sales rep or the Egnyte Sales team for more information.