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The Egnyte integration makes the documents your firm stores in Egnyte available in client work. Attach a statement of work from a client folder, ask which files in an engagement folder mention a pricing assumption, or save the steering committee pack back to the project folder. Hebno reads with your own Egnyte permissions and saves a file only after you confirm.

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At a glance

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Before you start

You need:
  • An Egnyte user on your firm’s domain, for example https://yourfirm.egnyte.com, with at least Viewer permission on the folders you want to read and Editor permission on folders you want to save to.
  • An allowed integration. An owner or admin sets Egnyte to Allow under Admin → Connectors → Catalogue and enters your Egnyte domain once.
  • Approval from your Egnyte administrator if they restrict which apps can use the Egnyte Public API.
Hebno connects with OAuth 2.0 to the Egnyte Public API and requests these scopes: Hebno does not request Egnyte.permission, Egnyte.link, Egnyte.group or Egnyte.audit. It cannot change folder permissions, create shared links, manage groups or read audit reports.

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Connect Egnyte

1

Check the integration is allowed

An owner or admin controls this under Admin → Connectors → Catalogue. If Egnyte shows Blocked, ask an admin to set it to Allow.
2

Start the connection

Open Settings → Connections, find Egnyte under Files and select Connect. You can also select Connect on the prompt that appears in chat the first time you use Egnyte.
3

Approve access in Egnyte

Sign in on your firm’s Egnyte domain, review the access request and select Allow Access. Hebno returns you to the app with an Egnyte connected message.
The row shows Connected with your Egnyte username and domain. Select Reconnect to switch accounts or Disconnect to remove the connection. Admins can revoke any member’s connection from Admin → Connectors → Connections.

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What Hebno reads

The folders your organisation selects, and the folders linked to projects, are stored in the knowledge index and searched by meaning, with Egnyte permissions checked at search and again at read. Attaching a specific file reads it as it is now, with your account. Only the excerpts a reply used are stored with the conversation as its sources. Attached files must be 25 MB or smaller. Images and files of other types appear in lists but cannot be read as text, so you are prompted to open them in Egnyte.
Excerpts a reply uses become part of the conversation. Anyone you share the conversation with can read them, even if they cannot open the file in Egnyte.

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What Hebno writes

Every write appears first as a confirmation card. You can change any field before you select Confirm.
Confirmation card for Egnyte with editable fields

An Egnyte change pending confirmation. Nothing is written until you confirm.

If a file with the same name exists in the folder, Egnyte stores the upload as a new version of that file and the card says This will add a new version of the existing file in the folder. Hebno writes only the file you chose. It never deletes, moves or locks files, changes permissions or creates shared links. Linking marks which Egnyte folders belong to a project, so you can ask about “the client’s files” without naming the folder.
  1. Open the project and select Brain.
  2. Under Linked sources, select Link source, then Egnyte.
  3. Browse to the folder, or paste an Egnyte folder link, and select Link.
The folder shows on the project, and each person still opens files with their own Egnyte access. In chats tagged to the project, Hebno searches linked folders first, and the Save menu on a deliverable lists them as destinations. See Linked records and Save and export.

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Use Egnyte in chat

  • Attach: open the + menu, choose Sources → Egnyte, and pick a file or a folder. Or type / and choose Egnyte.
  • Ask: name the client, folder or document in your request. For example:
    Search the Contoso Retail folder in Egnyte for anything on promotional pricing and summarise what each document says.
    Compare the latest version of the pricing model brief with the one from 2 November and list what changed.
    Save the steering committee pack to the Contoso folder in Egnyte.
  • Research runs show a Reading a linked folder step for Egnyte, with a chip for each file Hebno read.
  • Agents can read linked Egnyte folders on a schedule. A save an agent proposes appears in agent approvals for review.

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Troubleshooting