Save to Egnyte
Reduce data loss by keeping your documents secure using the Save to Egnyte account with the Save to Save to Egnyte Bot. Automatically save documents to your Save to Egnyte account once they’re executed. No coding or manual interactions needed.Try automation, it’s free!
What the Bot does
The Bot saves documents to Save to Egnyte based on the ‘if-this-then-that’ conditions you’ve set.
When to use
Install and configure the Bot to automatically save invoices signed by your clients, contracts, and other executed documents.
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 69 Templates
- Used in 53 Workspaces
- Installed 219 times in the last 30 days
- 99% success rate
Get your automated workflows up and running in minutes with the Save to Egnyte. No coding required.
Configure Bot settings
First, connect to your Save to Egnyte account. Choose an existing folder or create a new one. Then, select documents within your Flow to be automatically stored in the specified Save to Egnyte folder.
Note: To install and configure Bots, start by creating a workflow.
Add multiple conditions and tell the Bot to run when all or some of them are executed
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select all fields and tell the Bot to save a document once all fillable fields have been filled out.
Get your document saved in seconds
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, it will be saved to the selected Save to Egnyte folder.
Try pre-built workflows to experience the Save to Egnyte in action
The Contract Management Flow is used by a company’s Procurement department to automate the process of purchasing goods or services on contract.
The Employee Onboarding Flow is used by HR departments to automatically collect new employee information for future use.
Install the Save to Egnyte to automate your document workflows
Automate repetitious activities with no write code
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