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Add a new Egnyte connection
Add a new Egnyte connection

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

GoFormz Support avatar
Written by GoFormz Support
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. 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 must 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.

You have two options for adding your connection: while setting up your Workflow recipe, or via the Connected Apps page.

While setting up your Workflow

If you want to add a connection while setting up your Workflow recipe, you’ll select a recipe in the Workflow Recipes Library. When choosing your action configuration details, click the Connection drop-down menu and select “+ Add Connection”.

Screenshot displaying the location of the “+ Add Connection” option in the Workflow Recipe Builder of the GoFormz web app.

If you want to connect Egnyte to your GoFormz without setting up a Workflow, add your connection on the Connected Apps page.

On the Connected Apps page

Follow the steps below to add your new Egnyte connection in the GoFormz web app.

  1. Open the More drop-down menu and click Connected Apps.

    Screenshot displaying the location of the Connected Apps option in the More drop-down menu in the GoFormz web app.



    You'll navigate to the App Connections screen.

  2. Select the Egnyte connection.

    Screenshot displaying the App Connections page in the GoFormz web app.



    You'll navigate to the Egnyte connection management page.

  3. Click Add Connection.

    Screenshot displaying the location of the Add Connection button on the Connection Management page of the GoFormz web app.



    The Start a new connection modal will appear.

  4. 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.

  5. Enter your Egnyte username and password.
    or

    If you're already logged into your account, then skip to step 6.



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



    Click Log in.

  6. Click Allow Access to complete your connection.
    This allows GoFormz to read and write files to your Egnyte account.

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


    Note: GoFormz recommends renaming your connection to aid in connection management. Best practice is to include your Egnyte username as part of the connection name.

Want to verify your new connection?

In the GoFormz web app open the More drop-down menu and click Connected Apps to access the Connected Apps page.

Screenshot displaying the location of Connect Apps option in the More drop-down menu of the GoFormz web app.

Here, you'll click the card for the app connection you want to verify.

Screenshot displaying the App Connections page in the GoFormz web app.

You'll navigate to the app's connections list where you'll see your existing connections for your selected app. Locate your connection in this list to verify a successful connection.

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