Installing the extension

1. Log in to your Zoho Desk account with Administrator privileges.
   
2. Click the Setup icon (  ) > Integrations > Marketplace.
3. Search for 'Egnyte for Zoho Desk' in the search bar on the right.
   
4. Select the Egnyte for Zoho Desk extension and click Install.
   
5. In General Settings page, select the profiles whose agents can access the extension in
    Zoho Desk.
   
   
   
   
6. Agree to the Terms of Use and click Install.
   
7. Click Authorize and select the portal in which you want to install the extension.
   
   
   
   
8. Click Authorize in the pop-up to authorize your Egnyte account.
   
9. In the Configuration page, enter your Egnyte domain name.
   Eg: For "abc.egnyte.com", enter as "abc.egnyte"
   
10. Click Save.
    
    
    

Uploading 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

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. Go to Setup > Integrations > Marketplace. 
2. Click Installed Extensions.
   
3. Choose Egnyte for Zoho Desk from the list of extensions.
   
4. Click the More icon (  ) in the upper-right corner of the Egnyte extension setup page.
   
5. Select Uninstall Extension.
   
6. Click Confirm to uninstall the extension.