Welcome to
Help Desk

Product Updates
Training
Support
Ideas Contact Support

Introducing Document Portal and Upload Request Workflows

External Release Notes: Document Portal Add-On (October 22, 2024)

Introducing Egnyte’s Document Portal Add-on. This Add-on simplifies and secures complex business processes, allowing organizations to collect, process, and share documents with external users. Powered by Egnyte’s cloud collaboration, intelligence, and governance platform, the Document Portal transforms business processes, ensuring accuracy, security, and an enhanced user experience for external participants.

Document Portal and Upload Requests are included in the Document Portal Add-on and available to all Platform plans. Contact your account manager or Egnyte Sales team to learn more on how to get access to this feature.

Document Portal

Egnyte’s Document Portal is a secure and efficient platform for seamless collaboration and file sharing with external  users. It offers a user-friendly portal for external participants to engage in document-centric workflows and tasks, including eSignature requests and templated workflows, all aimed at reducing turnaround times and improving efficiency. 

 Key Capabilities in Egnyte’s Document Portal:

  • Designated Workspaces for interacting with clients, partners, vendors, and other external parties
  • Streamlined, task-focused experience for external users (Standard Users), including upload requests, eSignature requests, and workflows
  • Internal users (Power Users) can view, search, and filter Workspaces without needing to know their file system location
  • Create Workspaces from a template, an existing folder, or from scratch
  • Configurable Workspace Types to manage different external parties, such as clients, partners, and vendors

Upload Request Workflows

Upload Request Workflows enable internal users to request specific documents from both external and internal users. This feature streamlines the upload process and includes an optional document review step, improving the quality of collected documents while reducing the need for back-and-forth communication.

Key Capabilities in Upload Request Workflows: 

  • Create and send templated Upload Requests to clients, vendors and partners
  • Secured and guided document upload experience
  • Automated Notifications
  • Optional built-in review process

Additional Information And Resources

Was this article helpful?
0 out of 0 found this helpful

For technical assistance, please contact us.