Adding attachments using the Egnyte Integration

By leveraging your Egnyte workspace, Join ensures you're aligned with your company's document storage and compliance policies.

Stop document sprawl by linking your Egnyte account with Join. Link PDFs, Revit Files, Spreadsheets, and other documents housed in Egnyte to the applicable Items and Milestones. This will ensure that you have the most up-to-date version of the document, reduce the number of copies you have to keep track of and help simplify the preconstruction process.

Linking your Account

Follow the steps below:

  1. Navigate to the Milestones page
  2. Select the Milestone you want to attach a document to (you can also do this in an Item Attachments section)
  3. Select the Attachments tab
  4. Select the Add a file button
  5. Select Link Accounts under the Cloud Storage section
  6. Select the Sign in to Egnyte button
  7. Enter your domain, and select the Next button
  8. Select the Allow Access

Adding a Document

Follow the steps below:

  1. Select the Add a file button either in the Milestone attachments or Item Attachments
  2. Under Cloud Storage, select Egnyte 
  3. Navigate the folder structure to the documents that you want to attach (only the Shared Documents folder can be accessible from Join)
  4. Select them by checking the box on the left-hand side 
  5. Select Add Files in the lower right corner

Caution: By linking the attachment through Egnyte, visibility of the linked document is going to be subject to the permission set in both Join’s permissions and Egnytes permissions