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Egnyte - Document Collaboration, Security & Governance

Enhance Collaboration with Our Secure Document Management Platform

Overview

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.

See How Egnyte - Document Collaboration, Security & Governance Works

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.

Managing customer content and ensuring its security is crucial in helping customer service or wealth advisory teams perform efficiently. While Salesforce excels in personalizing customer journeys, dealing with growing customer content can be challenging. Egnyte for Salesforce simplifies this process by offering centralized storage for document management, file sharing, simplified account management, and enhanced security. Additionally, Egnyte extends its security features to Salesforce objects, ensuring sensitive content is governed and monitored continuously and in line with company’s policies and regulations, making it an essential tool for businesses striving for efficiency and security in their operations.