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Web UI - Folder Insights, Sensitive Content Indicator, Signature Forwarding & Preview Analytics

External Release Notes: WebUI (January 23, 2025)

New Features And Enhancements

Folder Insights

Power Users and Admins will now have access to Folder Insights in the Collaborate Web UI, providing them with summarized information about the data that is contained within any folder.
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Sensitive Content Indication for Files in WebUI

Administrators can now configure Secure & Govern classification and document labelling policies to show an indication in the Collaborate WebUI when files contain sensitive content.

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Document Portal API

Egnyte is introducing the Document Portal API enabling users to streamline workspace management and automate business processes. 

The Document Portal API includes the following key functionalities:

  1. Mark Existing Folders as Workspaces: Mark existing folder(s) as workspaces in bulk.
  2. Create an Empty Workspace: Programmatically create empty workspaces to suit the requirements.
  3. Create a Workspace from a Template: Generate new workspaces based on existing workspace templates.
  4. List of Workspaces: Fetch a list of workspaces available in the domain.
  5. List of Workspace Types: Access the list of workspace types available in the domain.

For detailed information and implementation guidance, refer to the Document Portal API Documentation on the Egnyte Developer Portal.

E-Sign - Signature Forwarding

The signers now get the ability to forward the signature requests if the option has been turned on by the requestor. The similar ability applies to the signature requests created using templates.

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Learn more about signature forwarding here.

Webhook Steps in Workflows 

Workflow template authors can now add Outbound Webhook steps to their workflows.  Webhooks can be used to extend workflows beyond Egnyte into other systems such as iPaaS, serverless cloud functions, or custom applications. These steps can be combined with the existing todo, review, and approval steps in workflows.

Webhooks allow users to automate business processes by extending workflows beyond Egnyte to other applications. For example, a Webhook at the end of a document approval workflow could call Power Automate to send a Teams message, an email, and update a database with information about the approved document.

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Click here to learn more about the feature.

Template Permissions UI Update - Project and Document Room Templates (Limited Availability)

The traditional method of managing permission via JSON objects in Project and Document Room Templates is now replaced with a more intuitive and user-friendly interface.

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The users can easily manage permissions by assigning permissions to a user or group, choosing to inherit permissions from the parent folder, and creating dynamic groups.

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Preview Analytics

Preview Analytics provides deep insights into how stakeholders are engaging with content. With Preview Analytics, content creators can track engagement not only at the document level but also on individual pages, allowing them to see how users interact with each part of a document. 

Preview Analytics helps to understand what captures a user's attention, making it easier to refine and optimize content for maximum impact, prioritize updates, and ensure high document quality.

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Issues Addressed

Issues in PDF Search Results

In the PDF search functionality, not all PDF files matching the search keyword were being listed in the results.

Additional Information And Resources

The current release contains a few improvements to existing functionality.

  • Minor performance, security, and stability improvements
  • Minor UI improvements
  • Minor bug fixes

 These changes will be available to all users by January 23, 2025.

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