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

Before you begin, verify that you have access to an existing Egnyte account. GoFormz recommends creating a 'GoFormz Connection' Egnyte account used only for this connection. The Egnyte account used for this connection will display as the user who completes any actions using this connection.

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

  1. Select Connected Apps from the More dropdown at the top of the GoFormz interface to navigate to the App Connections screen.

2. Select Egnyte & Add Connection to bring up the Start a new connection window.

3. Enter the custom subdomain used by your Egnyte account and click Next.

4. Enter your Egnyte credentials (username and password) and click Log in. This step is omitted if you are already logged into your Egnyte account.

Note: You must re-authenticate this connection each time you change your Egnyte account password.

5. Click Allow Access to complete the integration. This will allow GoFormz to read and write files to your Egnyte account. GoFormz will not manage any of your Egnyte settings.

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.

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