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Egnyte May Releases: Copilot, eSignature

May Release Rollup: AI Search, E-Signature, and More

We’re excited to share new updates and enhancements for May, including:  

  • Egnyte Copilot – AI Search 
  • Egnyte Sign – Multiple Document Envelopes 
  • Salesforce Flows with Egnyte Actions  

For more information on these updates and others, please read the complete list below and follow the links for more detailed articles.  

Intelligence 

  • Copilot – AI Search: The new AI Search enables users to transition from keywords to questions, using natural language to find documents with desired insights rather than the exact keywords. AI Search results deliver quick summaries from the top search query, helping users find answers faster and explore source files directly within Copilot. Learn more

Collaboration  

  • Multi Document Envelopes: Egnyte Sign now supports up to 10 documents per request, allowing users to streamline signing with multi-document templates and receive one consolidated signed PDF. Learn more.  

Web UI

  • Project Creation Process: The new multi-step Project Creation Wizard simplifies setup by guiding users through key steps, ensuring faster starts and proper configurations for every new project. Learn more.
  • Admin Settings to Control Standard User Search Visibility: A new toggle lets Admins control if standard users can find others when sharing or assigning workflows, enhancing privacy and collaboration. Learn more.
  • Search API Enhancement – Similar Document Search: Users can now surface related documents using “More Like This” parameters, enabling smarter discovery, streamlined research, and better content reuse, even without exact keywords. Learn more
  • Desktop Configurations: Egnyte’s WebUI now enables centralized Desktop App configurations, letting admins manage drive mappings and sync settings consistently across all user devices. Learn more.  

Desktop App for Windows and Mac:  

  • Desktop Configuration from WebUI: Admins can centrally manage drive mappings and folders via Web UI, simplifying deployment and saving time across all user devices. Learn more -  Windows and Mac.   

Governance  

  • Autodesk Construction Cloud as a Content Source: Egnyte Secure & Govern now supports Autodesk Construction Cloud, giving users comprehensive monitoring, sensitive data detection, permission visibility, ransomware alerts, and content lifecycle insights. Learn more.  

Integrations 

  • Egnyte Tab Integration in Microsoft Teams Without Admin Setup: Users can now add Egnyte folders as a tab in Teams without admin setup, making accessing and managing content from any channel easier. Learn more
  • Manual Folder Mapping in Microsoft Teams with Egnyte: Admins and Team Owners can now manually map folders in Teams, providing greater flexibility and control when linking channels to Egnyte folders for streamlined access. Learn more.
  • Salesforce Flows with Egnyte Actions: Salesforce Flows now automate folder creation, uploads, and permissions, letting Admins configure workflows without Apex code, making automation easier to scale and maintain over time. Learn more
  • Procore Integration – Sort Project List: Users can now sort synced Procore projects by any visible column in Egnyte, improving project organization and faster data access. Learn more.   

Industry 

Document Portal: 

  • Increased Document Requested Limit in Upload Request Workflows: Users can now request up to 50 documents per Upload Request Workflow template in Document Portal, enabling larger, more efficient document collections in a single workflow. Learn more.  
  • Share Folder Links Available in the Document Portal: Users can quickly share folders via the toolbar or context menu, streamlining collaboration with faster, easier folder sharing options. Learn more.     

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