Egnyte for Zoho Projects | Online Help | Zoho Projects

Egnyte for Zoho Projects

The Egnyte extension for Zoho Projects lets you access your Egnyte account and associate your files with a work item like a task or an issue in Zoho Projects. You can use this extension to link relevant supporting documents or resources with your tasks or issues, respectively.

Installing the Extension

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to Marketplace > All.
  3. Select the Egnyte for Zoho Projects extension.
  4. Click Start Trial to proceed to the installation.
  5. Agree to the terms of use.
  6. Click Click here to Install Extension.
  7. Under the General Tab, select the projects that need to be associated with Egnyte.
  8. Set the User Accessibility.
  9. Click Save & Proceed.
  10. Navigate to the Configuration section and enter your Egnyte domain name. Example: abc.egnyte.com.
  11. Click Save Configuration.
  12. Navigate to the Connections section.
  13. Hover over the connection and click Connect.
  14. Enter the complete Egnyte Domain URL (starting with https://) and then click Connect.
  15. Enter the Egnyte password and click Log in.
  16. Click Allow Access.
    The extension is now authorized.

Associating Files

  1. Navigate to your project and click a task or an issue you want to associate files from your Egnyte account with.

  2. Select the Egnyte extension.
  3. Click Associate Files.

  1. Select the files you would like to associate with.
    • Your Egnyte files will be fetched and displayed here.
    • You can select a maximum of 10 files at once.
    • A maximum of 20 files can be associated with a task or an issue.
  2. Click Associate Files.

  • The file listing will be exactly like how the files are listed on your Egnyte account.
  • To select files from a folder, navigate to the folder and select the files that you would like to associate with the current task or the issue.
  • You cannot associate a folder via this extension.

Accessing Associated Files

  1. Navigate to your project and open a task or an issue.
  2. Select the Egnyte extension.
  3. Click a file that has been associated with the task or issue. The file will open from its Egnyte location.

Deleting an Associated File

  1. Navigate to your project and open a task or issue.
  2. Select the Egnyte extension.
  3. Hover over a file and click the Trash icon to delete. This action removes only the file's association with the task or issue.
  4. Confirm your action.

Downloading an Associated file

  1. Navigate to your project and select a task or an issue.
  2. Open the Egnyte extension.
  3. Hover over a file and click the download icon . A copy of the file will be downloaded to your machine.


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            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


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit

                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsFormstack alternativeEncrypted Forms

                              Wufoo alternativeSecure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now







                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      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 TeamInbox 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

                                                                                                                        • Zoho Projects: An Overview

                                                                                                                          Zoho Projects is an online project management software that helps you run your business with ease. It stands as a comprehensive solution to your day-to-day problems in project management and adds value to your business by leaps and bounds. Here is a ...
                                                                                                                        • Zoho Vault for Zoho Projects

                                                                                                                          Zoho Vault is an online password manager for teams. If you are struggling with remembering numerous passwords, Zoho Vault can keep them safe for you. It helps to store, share, and manage your passwords from anywhere. Zoho Vault is the best way to ...
                                                                                                                        • Installation & Login

                                                                                                                          Prerequisites to install the app Requires Android 6.0 A Google account Install Zoho Projects on your Android device Open the Play Store app on your Android. In the search bar, type Zoho Projects and tap on the Zoho Projects app from the search ...
                                                                                                                        • Projects - Introduction

                                                                                                                          Projects - Introduction All projects in the portal will be listed in this module. Click the project name to have a detailed look at each project. Project views List view Thumbnail view Switch view Click the hamburger icon at the top-left corner. ...
                                                                                                                        • WHMCS for Zoho Projects

                                                                                                                          Provisioning Modules in WHMCS, also referred to as Product or Server Modules, enable provisioning and management of services for WHMCS. As an authorized Zoho reseller, you can configure Zoho Projects module in WHMCS and make it available to your ...
                                                                                                                          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