WebUI

Persona-Based Onboarding

Multi-Document Tagging - Efficient Metadata Tagging for Multiple Files

Default Folder Options Settings for Copy, Move, and Folder Creation Using a Template

Explore Plans and Start Trial of Higher-Tier Plans

User Homepage

WebUI Navigation

Administrators, Power Users, and Standard Users

Create a New User

Add a New Group

Change User Type

Deactivating vs Deleting Users

Manage Groups

Create a Shared Folder

Folder Access Request

Configure Folder Details and Options

Advanced Folder Copy and Folder Templates

Folder Notifications

Shared and Private Folders

Private Folder Quota

Self-Service for Enabling or Disabling Private Folders

Folder Permissions

Viewer Only Permission Limited Availability

Non-Inherited Permissions

Additional Details on Folder Sharing

Permissions FAQs

Team Management

Share with File and Folder Links in the WebUI

Share Settings

Managing Share Links

Manage Email Domains for External Collaboration

FAQs - Manage Email Domains for External Collaboration

AI-Powered Summary of the Share Links

File Preview

Quick View

Which Types of Files Work with the File Previewer?

Preview Insights

Egnyte Sign Overview and Administration

PDF File Handler Add-On

Autoplace Fields with Structured Inline Tags

Sending and Managing Signature Requests

Create Bulk Signature Requests

Create Signature Requests using Templates

Am I Subject to Any Restrictions?

Egnyte Policy for Browser and OS Support

Compatible Browsers for the Web UI

Unsupported Characters and File Types

How to Manage When Your Account Is Close To The Maximum Storage

SHA-1 Setting Change

Bulk Extraction - Overview (Limited Availability)

Bulk Extraction - Automatically Extract and Apply Tags Across Files (Limited Availability)

Bulk Extraction - Frequently Asked Questions (Limited Availability)

Extraction Reports (Limited Availability)

Delete Files and Folders

Restore Files and Folders from Trash

How To Search Account's Trash

Managing and Using Trash in Egnyte - FAQs

Email Notification to Admins for Purgeable Items

Managing and Using Trash in Egnyte

Workflow Templates Overview

Review and Approval Workflows

AI Prompts in Workflow Templates

Move File to a Folder Using Workflows

Agent Step in Workflow Templates

Decision Step (Conditional Logic) in Workflow Templates

Profile and Insights

Change Password

Forgot Password

Setting a Non-SSO Password

Change Email Address

How Do I Change My Session Timeout Duration?

Enterprise Key Management Overview

Configure Enterprise Key Management in Egnyte

Azure Key Vault Enterprise Key Management (EKM) Configuration

Configure Enterprise Key Management (EKM) AWS

Disable Enterprise Key Management

Search for Files and Folders in the WebUI

Quick Search Filters

Saved Search Queries

Rule-Based Metadata Tags

Ways to Upload Files

Upload Through the Web Interface (Web UI)

How do I preserve file timestamps during upload?

Two-Step Login Verification - Overview

Two Step Login Verification - Admin Guide

Two Step Login Verification - User Guide

Two-Step Login Verification FAQs

Egnyte WebEdit

Updating WebEdit

Having Trouble with Office 365 and WebEdit?

Version Pruning

File Versions

Conflict Detection

Custom Upload Link Disclaimer

Upload Links

File Locking