Egnyte Extension - Zoho Desk Knowledgebase

Egnyte for Zoho Desk

The Egnyte extension for Zoho Desk helps you manage file sharing from within Zoho Desk. You can view the list of files attached to a ticket, select required files, and upload them to Egnyte without leaving the Tickets details page. You can also send Egnyte files to your customers by simply sharing it with them from within Zoho Desk.

Installing the extension

The Egnyte extension can be installed from the Zoho Marketplace, or from your Zoho Desk account.

To install the extension from your Zoho Desk account:
  1. Log in to your Zoho Desk account with Administrator privileges.
  2. Click the Setup icon (  ) in the top bar.
  3. Under Marketplace, click All.
  4. Search for 'Egnyte for Zoho Desk' in the search bar on the right.
  5. Select the Egnyte for Zoho Desk extension and click Install.
  6. In General Settings page, select the profiles whose agents can access the extension in
     Zoho Desk.



  7. Agree to the Terms of Use and click Install.
  8. Click Authorize and select the portal in which you want to install the extension.



  9. Click Authorize in the pop-up to authorize your Egnyte account.
  10. In the Configuration page, enter your Egnyte domain name.
    Eg: For "abc.egnyte.com", enter as "abc.egnyte"
  11. Click Save.


Upon successful installation, the extension can be accessed from the right panel of both the add ticket page and ticket detail page.

Uploading Files to Egnyte

The extension lists all the files attached to a ticket in the Egnyte widget page. You can upload any of these files to Egnyte.
  1. Click the Extensions icon (  ) on the right side of the ticket's detail page.
    All extensions installed in this location will be listed.
  2. Select Egnyte.
    The Egnyte widget will display the list of files attached to the ticket. Any files that are already uploaded to Egnyte will get listed below separately.



  3. Select the files from the list that need to be uploaded to the Zoho Desk folder in Egnyte.
  4. Click Upload File.

Sharing files from Egnyte

Files that are stored in Egnyte can be accessed from within Zoho Desk through the widget. You can share a file from both the add ticket page and the ticket detail page.
  1. Open either the add ticket page or a ticket detail page.
  2. Choose the desired file from the Egnyte folders.
    You can either select the files from the Egnyte folder or search the file by its name.


  3. Alternatively, enter the file name in the search bar in the widget.
  4. Click Go.
    The search result will be listed.
  5. Hover over the file you want to access.
    1. Click (  ) to download the file to your desktop.
    2. Click (  ) to preview the file.
    3. Click (  ) to share the file with customers.
  6. You have control over the file sharing options.
  7. Choose the required sharing options and click Share.
    The file will be attached to the current ticket either as Link or Document, based on your sharing options.


Uninstalling the extension

  1. Click the Setup icon (  ) in the top bar.
  2. Click All under Marketplace.
  3. Click Installed Extensions.
  4. Choose Egnyte for Zoho Desk from the list of extensions.
  5. Click the More icon (  ) in the upper-right corner of the Egnyte extension setup page.
  6. Select Uninstall Extension.
  7. Click Confirm to uninstall the extension.
    Redefine the way you work
    with Zoho Workplace

      Zoho DataPrep Personalized Demo

      If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

      Zoho CRM Training

        Create, share, and deliver

        beautiful slides from anywhere.

        Get Started Now


          Get started with Zoho Sign

          in a few quick steps!

          Download Help Guide





                       
                    Explore our Pricing Plans
                      Secure your business
                      communication with Zoho Mail


                      Mail on the move with
                      Zoho Mail mobile application

                        Stay on top of your schedule
                        at all times


                        Carry your calendar with you
                        Anytime, anywhere




                                Zoho Sign Resources

                                  Sign, Paperless!

                                  Sign and send business documents on the go!

                                  Get Started Now


                                      Zoho SalesIQ Resources



                                          Zoho TeamInbox Resources



                                                  Zoho DataPrep Resources



                                                    Zoho DataPrep Demo

                                                    Get a personalized demo or POC

                                                    REGISTER NOW


                                                      Design. Discuss. Deliver.

                                                      Create visually engaging stories with Zoho Show.

                                                      Get Started Now











                                                                            • Related Articles

                                                                            • Why Zoho Desk?

                                                                              On-demand & Web-Based Zoho Desk, an on-demand, web-based help desk software allows your agents to engage with customers and deliver satisfaction in the fastest and easiest way. And because it's all on the cloud, lesser the cost of installation and ...
                                                                            • Zoho WorkDrive Extension for Zoho Desk

                                                                              Zoho WorkDrive is a cloud-based file storage, sync, and collaboration solution for teams of any size. It provides a secure, shared workspace to help teams organize and manage all their files in a single place. Some of the key features of WorkDrive ...
                                                                            • Highrise for Zoho Desk

                                                                              View customer details and deals from Highrise in Zoho Desk. Manage contacts, deals, and activities between Highrise and Zoho Desk. Add new customers and deals to Highrise from Zoho Desk. This integration makes it easy to understand customer's details ...
                                                                            • 3CX Extension for Zoho Desk

                                                                              3CX is an open-platform PBX system that delivers a complete Unified Communications (UC) solution enabling users to connect and collaborate under one single platform. With this extension, you can effortlessly integrate your Zoho Desk with 3CX to track ...
                                                                            • What is Zoho Desk?

                                                                              Help Desk Management Software For Your Business Zoho Desk is web-based help desk software that gives you the ability to manage your customer support activities efficiently. Zoho Desk allows you to assign, track and set up alerts on help desk tickets ...
                                                                            Wherever you are is as good as
                                                                            your workplace

                                                                              Resources

                                                                              Videos

                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                              eBooks

                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                              Webinars

                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                              CRM Tips

                                                                              Make the most of Zoho CRM with these useful tips.



                                                                                Zoho Show Resources