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Save to Egnyte

Save to Egnyte

Name: Save to Egnyte | airSlate
Brand: airSlate
Rating: 3.8 (53 reviews)

Minimize data loss by safeguarding your files through the Save to Egnyte account with the Save to Egnyte Bot. Instantly store documents in your Save to Egnyte account as soon as theyre completed. No programming or manual input required.

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Developed by

airSlate Inc.

4,5 out of 5

(53 votes)

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Setup duration 5-10 min.

What the Save to Egnyte does

The Bot saves documents to Save to Egnyte based on the ‘if-this-then-that’ conditions you’ve set.

When to use the Save to Egnyte

Install and configure the Bot to automatically save invoices signed by your clients, contracts, and other executed documents.

Export Custom Values to Save to Egnyte

Get your automated workflows up and running in minutes. 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 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

Contract Management

The Contract Management Flow is used by a company’s Procurement department to automate the process of purchasing goods or services on contract.

Learn more

Employee Onboarding

The Employee Onboarding Flow is used by HR departments to automatically collect new employee information for future use.

Learn more

Sales Invoice

The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers.

Learn more

Install the Save to Egnyte to automate your document workflows

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Automate repetitious activities with no write code

Implement Save to Egnyte Bot

Start a new Flow and import samples or generate documents right in the system to initialize the Bots option. Find a wanted software robot from the list.

Configure it

Open up the Bot configuration menu. Complete all the required fields to modify general and advanced settings. Don’t forget about determining activation conditions in order to avoid false activations (you can add several conditions).

See the way it operates

Execute the workflow and discover the outcomes. Ensure that the software robots are working appropriately. If something doesn’t work, check the Bots log to correct the mistakes and execute your Flow again.