Add a new Egnyte connection

Add an Egnyte connection to your GoFormz account to take advantage of the available Egnyte Workflows.

Updated over a week ago

Use the GoFormz-Egnyte connection to upload PDFs to your existing Egnyte account.

Before you begin, verify that you have access to an Egnyte account. Additionally, your GoFormz account tier must be either Team, Advanced, or Enterprise.

GoFormz recommends creating a 'GoFormz Connection' Egnyte account used only for this connection. This account will display as the user who completes any actions using this connection.

🗒️ Note: You'll need to re-authenticate this connection each time you change your Egnyte account password.

This connection gives GoFormz access to your Egnyte account to read and write files, but GoFormz will not have management access for any of your Egnyte settings.

Navigate to the Workflows tab in the GoFormz web app where you'll access the Workflow Dashboard. Next, follow the steps below to add your new connection.

  1. Click the Manage Connected Apps card.

    Screenshot displaying the location of the Manage Connected Apps card on the Workflow Dashboard in the GoFormz web app.

    ​You'll navigate to the Connected Apps page.

  2. Locate the Egnyte connection card.
    Click + Add Connection.

    The Start a new connection modal will appear.

  3. Enter the custom subdomain used by your Egnyte account.

    Screenshot displaying the "Start a new connection" page in the GoFormz-Egnyte connection process.

    Click Next.

  4. Enter your Egnyte username and password.

    Screenshot displaying the GoFormz-Egnyte connection log-in page.

    ​Click Log in.

  5. Click Allow Access to complete your connection.

    Screenshot displaying the "Allow Access" option displayed during the GoFormz-Egnyte connection process.

    If your connection is successful, you'll find an Egnyte connection card listed on the Connected Apps page under My Connections.

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