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Egnyte - Document Collaboration, Security & Governance
Enhance Collaboration with Our Secure Document Management Platform
- Industries
- Horizontal ProductFinancial ServicesHealthcare & Life Sciences
- Business Need
- IT & AdministrationCollaborationDocument Management
- Requires
- Sales Cloud
- Compatible With
- Sales CloudService CloudFinancial Services Cloud
With Egnyte for Salesforce, your teams can securely access and easily share files, documents and folders in Egnyte. This integration increases collaboration and responsiveness, streamlines operations, and facilitates more meaningful customer engagements.
Highlights
Seamless Collaboration: Collaborate securely with internal and external users within Salesforce objects. Secure File sharing makes collaborating and content management easy.
Open, edit, Share files directly without leaving Salesforce for easu document control.
Integration with 3rd party applications: Access Microsoft Office and Google Workspace files, and within Salesforce effortlessly.
Works great for several regulated industries such as Financial Services, Life Sciences & Healthcare, and AECO (Architecture, Engineering, Construction & Owners)
Works great with Salesforce web and mobile applications
Empower your organization with the speed and convenience of e-signature through Egnyte’s native Egnyte Sign or Integrations with (Docusign, Adobe Sign, and more). Generate and send NDAs, contracts, and more for signature directly from Salesforce.
Governance: Control and monitor access, sharing, and retention through custom policies and granular permissions for secure document control.
Compliance - Simplify compliance with industry and geographic regulations through templated and custom policies (.i.e. GDPR, CCPA, SEC, GLBA, SOX, FINRA,HIPAA etc)
Intelligence - With Egnyte Copilot users can drive productivity and innovation with a private and secure AI grounded in your company's data.
Provider Details

Egnyte combines the power of cloud content management, data security, and AI into one intelligent content platform. More than 23,000 customers trust Egnyte to improve employee productivity, automate business processes, and safeguard critical data, in addition to offering specialized content intelligence and automation solutions across industries, including architecture, engineering, and construction (AEC), life sciences, and financial services. For more information, visit www.egnyte.com.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
Details about Egnyte's plans and pricing can be found on our website: https://www.egnyte.com/pricing
Default Plan
$20 USD/user/month