Egnyte
by Egnyte · Document Management
Cloud content management, governance, and collaboration platform for regulated and file-heavy teams
- Works with
- NetSuite, Microsoft Dynamics 365, Salesforce, SAP, Any (custom)
- Deployment
- Cloud, Hybrid
- Company size
- SMB, Mid-market, Enterprise
- Pricing
- Per-user subscription (annual), tiered
- Founded
- 2007
- Headquarters
- Mountain View, California, USA
Overview
Egnyte is a cloud content management and governance platform that centralizes a company's unstructured files, applies security and compliance controls over them, and lets distributed teams collaborate without a traditional file server or VPN. Originally launched as a hybrid "cloud file server," the product has grown into what Egnyte markets as an Intelligent Content Platform, combining file storage and sharing, granular access controls, data-classification and governance tooling, and AI-assisted search and document understanding in a single system. The company reports serving more than 23,000 customers across 112 countries.
For ERP buyers, Egnyte functions as the document-of-record layer that sits alongside transactional systems. Contracts, drawings, statements of work, vendor records, project files, and other documents live in Egnyte's permissioned folder structure, while connectors and a public REST API surface those files inside ERP and CRM records. Partner-built and platform integrations let teams open, edit, and link Egnyte content directly from NetSuite records, Microsoft Dynamics, and Salesforce, so the ERP holds the transactional data and Egnyte holds the governed source files.
Egnyte targets industries with heavy file and compliance requirements -- architecture, engineering and construction (AEC), life sciences, financial services, media and entertainment, and the public sector. Its governance layer is built around regulatory frameworks common to those sectors (HIPAA, GDPR, CMMC, FINRA/SEC, 21 CFR Part 11), and its hybrid architecture allows large CAD and media files to be cached locally while remaining centrally governed in the cloud.
Screenshots & demo
Demo video from the vendor's YouTube channel. Screenshots sourced from Egnyte.
Features & capabilities
Content collaboration
File access, sharing, and co-editing across web, desktop, and mobile.
- Cloud file sharing with external user accounts and email-validated links
- Desktop app providing mapped-drive style access without full local sync
- Web, desktop, and mobile clients for file access on any device
- Co-editing of Microsoft 365 documents and Google Workspace files
- Large-file support for CAD, design, and media assets
- File versioning and version history
- Project hubs for organizing folders and team collaboration
Governance and data security
Controls to discover, classify, and protect sensitive content.
- Sensitive data discovery and classification using 500+ data patterns across 37 languages
- Document-type classification and optical character recognition (OCR)
- Granular folder and file-level permissions
- Ransomware detection and auto-remediation
- Suspicious-login and anomalous-behavior detection
- Audit trails and activity reporting
- Dynamic watermarking and data loss prevention (DLP) integration
Compliance automation
Workflows and controls mapped to industry regulations.
- Prebuilt controls for HIPAA, GDPR, CMMC, and FINRA/SEC recordkeeping
- 21 CFR Part 11 and EU Annex 11 support for life-sciences GxP workflows
- Content lifecycle management and retention policies
- Secure data enclaves for controlled unclassified information (CUI)
- Compliance reporting and audit-ready evidence
AI and content intelligence
AI features layered on permissioned content.
- AI Assistant for document summarization and Q&A grounded in user permissions
- AI Search across text, audio, and video content
- AI Agents for task automation
- AI Workflows for automating document-driven processes
- Choice of underlying LLM for content queries
Platform, integrations, and administration
Connectivity and admin controls across the content estate.
- Integrations with 200+ applications including Salesforce, Microsoft 365, and Google Workspace
- Public REST API for custom integrations
- Connectors and embedded access for NetSuite, Microsoft Dynamics, and Salesforce records
- DocuSign and Adobe Sign e-signature, plus PDF markup
- Hybrid deployment with local caching for large files
- Centralized administration, reporting, and policy management
Common use cases
- Storing contracts, SOWs, and vendor documents as the governed source-of-record alongside ERP transactions
- Managing CAD drawings and large project files for AEC firms with local caching
- Maintaining GxP and 21 CFR Part 11 compliant document control for life-sciences teams
- Meeting FINRA/SEC and recordkeeping requirements in financial services
- Protecting CUI and meeting CMMC requirements for defense-industrial-base contractors
- Securely sharing files with external partners and clients without a VPN
- Discovering and classifying sensitive data across an existing file estate
Strengths & considerations
Strengths
- Combines file collaboration, data governance/classification, and AI in one platform rather than separate tools
- Hybrid architecture caches large CAD and media files locally while keeping them centrally governed
- Deep regulatory coverage spanning HIPAA, CMMC, FINRA/SEC, GDPR, and 21 CFR Part 11
- Sensitive-data discovery across 500+ patterns and 37 languages with OCR and document-type recognition
- Industry-specific solutions for AEC, life sciences, financial services, media, and public sector
- AI features that respect existing file permissions rather than exposing all indexed content
Considerations
- Not an ERP or transactional system; it manages documents, not orders, invoices, or ledgers
- Prebuilt ERP connectors (e.g., NetSuite, Dynamics) are often partner-built or rely on iPaaS rather than first-party turnkey apps
- Per-user pricing with higher tiers can be costly for large organizations needing advanced governance and AI
- The most advanced classification and DLP capabilities require the top Ultimate tier (custom-quoted)
- Breadth of the platform can introduce administrative and configuration overhead compared with simpler file-sharing tools
ERP integrations
Configurable integration surfaces real-time Egnyte access within NetSuite records (e.g. customers, vendors, projects); available via partner-built connectors and platforms such as Workato and Zapier.
Access, edit, and share Egnyte content directly from a Microsoft Dynamics account.
Embed Egnyte folders and files inside Salesforce records to manage related documents in context.
Third-party (e.g. VANTAiO) integration embeds Egnyte file sharing as a document layer within the SAP Enterprise Portal.
Public REST API enables custom integrations; has powered integrations with Microsoft Office Online and DocuSign.
Pricing
Publicly listed tiers: Business $22/user/mo (100GB, up to 100 users); Enterprise Lite $39/user/mo; Elite $48/user/mo; Ultimate custom-quoted. Higher tiers add advanced governance, AI, and classification. Multi-year discounts and industry add-ons (AEC, Financial Services, Life Sciences) available. Prices per Egnyte's published pricing page; confirm current figures with the vendor. Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- Vendor-hosted SaaS on public cloud (AWS, Microsoft Azure, Google Cloud) with optional hybrid local caching
- Data residency
- United States, European Union
- Compliance
- SOC 2 Type 2, ISO/IEC 27001:2022, ISO/IEC 27018:2019, HIPAA, GDPR, CMMC 2.0, DFARS / NIST 800-171, 21 CFR Part 11 / EU Annex 11, FINRA / SEC 17a-3 & 17a-4, Cyber Essentials, CSA STAR, FedRAMP Moderate Equivalency (EgnyteGov)
- Mobile app
- Yes
- Languages
- English
About the vendor
- Founded
- 2007
- Headquarters
- Mountain View, California, USA
- Employees
- ~1,300
- Ownership
- Private; majority-held by GI Partners and TA Associates (since 2025)
- Notable customers
- Yamaha, Nasdaq, Wintrust
Alternatives to Egnyte in Document Management
Egnyte — frequently asked questions
Does Egnyte integrate with ERP systems like NetSuite and Dynamics?
Yes. Egnyte content can be accessed and managed from inside NetSuite, Microsoft Dynamics 365, and Salesforce records. Connectors are often partner-built or delivered through iPaaS platforms such as Workato or Zapier, and Egnyte also exposes a public REST API for custom ERP integrations.
Is Egnyte an ERP or a document management system?
Egnyte is a content/document management and governance platform, not an ERP. It typically serves as the governed document-of-record layer alongside an ERP, holding contracts, drawings, and supporting files while the ERP handles transactional data.
What compliance certifications does Egnyte hold?
Egnyte documents SOC 2 Type 2, ISO/IEC 27001:2022 and 27018:2019, HIPAA, GDPR, CMMC 2.0, DFARS/NIST 800-171, 21 CFR Part 11, FINRA/SEC recordkeeping support, Cyber Essentials, and CSA STAR. Its EgnyteGov platform has received FedRAMP Moderate Equivalency attestation.
How much does Egnyte cost?
Egnyte publishes per-user annual pricing: Business at $22/user/month, Enterprise Lite at $39, and Elite at $48, with an Ultimate tier quoted on request. A free trial is available and multi-year discounts apply.
Can Egnyte handle large CAD and media files?
Yes. Egnyte's hybrid architecture caches large files locally for fast access while keeping them centrally stored and governed in the cloud, which is a common requirement for AEC and media/entertainment teams.
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