Egnyte extracts and applies tags at scale across files within folders, automatically, turning unstructured files into structured, searchable data with the Bulk Extraction feature.
Bulk Extraction can process both existing files and newly uploaded content within selected folders. Once configured, it continuously monitors designated locations and extracts and applies tags automatically, without requiring users to manually tag files.
Bulk Extraction is currently available under Limited Availability for customers on the Ultimate plan. Please contact the Products team to request this feature.
Benefits
- Reduce manual tagging: Bulk Extraction automatically populates tags based on document content, reducing the time spent manually classifying files.
- Improve tags consistency: The same extraction logic is applied across all files, helping maintain consistency and reducing variations introduced by manual tagging.
- Apply tags to existing and new content: Tags can be extracted from historical files already stored in Egnyte as well as new files added to monitored folders after activation.
- Work with existing metadata schemas: Extracted values are written directly to existing Egnyte metadata schemas, allowing organizations to continue using established metadata structures and workflows.
- Support search, governance, and AI workflows: Consistent tags helps make content easier to find, organize, govern, and use in AI-driven experiences.
Use Cases
Contract Management
Extract information such as contract numbers, effective dates, renewal dates, and customer names from contracts and automatically apply them as tags. This makes it easier to locate contracts based on key attributes, track upcoming renewals, and support contract review and compliance processes.
Financial Documents
Capture key information from invoices, purchase orders, financial statements, and other business documents to improve organization and retrieval. Tagged financial records can be searched, filtered, and grouped more efficiently, helping teams locate relevant documents during audits, reporting activities, and financial reviews.
Human Resources Records
Extract tags such as employee names, employee IDs, departments, and document types from HR documents to support record management. Structured metadata can assist HR teams to quickly retrieve employee records, organize documents consistently, and support retention and compliance requirements.
Project and Construction Documentation
Identify and tag project numbers, locations, document categories, and other project-related information from drawings, submittals, permits, and related files.
This enables project teams to quickly locate documentation associated with specific projects, locations, or document types and improves visibility across large document repositories.
Compliance and Quality Records
Extract tags from policies, audit reports, certifications, procedures, and other compliance documents to improve tracking and governance.
Consistent tagging makes it easier to locate records during audits, monitor compliance documentation, and support governance initiatives across the organization.
Historical Content Classification
Apply tags to existing repositories of untagged files, making previously unstructured content easier to search, organize, and govern.
This helps organizations improve the discoverability of legacy content and enables existing repositories to participate in metadata-driven workflows, governance processes, and AI-powered experiences.