💡 In this article: You’ll discover a comprehensive guide for seamless integration of SpotDraft with Egnyte, enabling automated saving of executed contracts for enhanced organization and collaboration.

🛠 Integrating SpotDraft with Egnyte

Seamlessly save executed contracts to Egnye for better organization and collaboration.

🚀 Introduction

SpotDraft’s integration with Egnyte revolutionizes this aspect by offering a cohesive solution for contract storage and management. This integration harmonizes SpotDraft's contract execution capabilities with Egnye's reliable storage, bringing forth a streamlined and automated process for handling contracts.

As soon as a contract is executed in SpotDraft, an automated system kicks in. A PDF version of the contract is immediately generated and synchronized to your designated Egnyte folder.

Key Features of the Integration:

• Centralized Contract Repository: Securely store all your contracts in Egnyte, providing a single, accessible location for your contract portfolio.

• Efficient Sharing and Collaboration: Utilize Egnyte's capabilities for easy sharing and collaboration, enhancing teamwork and external communication while maintaining control over access.

• Automated Backups for Security: Egnyte's inherent security features are complemented by SpotDraft’s automated backup system, ensuring your contracts are not only stored safely but also backed up regularly.

This guide aims to walk you through the steps of setting up this integration, enabling you to harness these features effectively for a more organized and efficient contract management experience.

📝 Prerequisites

Before installing the Egnyte integration:

• Takes ~24 hours to complete the integration

• Have an organizational Egnye account ready (e.g. integrations@company.com)

• Have SpotDraft - Admin or Manage Integrations & Developer access enabled

• Create a parent folder in your Drive root folder

• Ensure "Egnye" integration is enabled in your SpotDraft workspace.

• Make sure to have sufficient space on Egnyte to auto upload executed contracts. 

⚙ Installation & Configuration

A. Egnyte Setup

1. Sign up for Egnyet Developer Accounnt. Enter all details - First name, Last Name, email and password and hit 'Create Account'

   https://developers.egnyte.com/accounts/create

2. Egnyte will send a verification email - click on Verify.

3. Login to Egnyte Developer Account after email verification

https://developers.egnyte.com/accounts/login

4. On the interface click on your profile dropdown and click on Apps

   

5. Click on Apps

   

6. Click on New App

   

7. Enter the details for New App

   

   • App Name: SpotDraft

   • App Description: CLM

   • Egnyte domain: Enter your Egnyte domain name. If your domain name is app4spotdraft.egnyte.com then enter only app4spotdraft

   • App icon URL: Leave blank

   • Registered OAuth Redirect URL: enter https://app.tray.io/

   • Type: Select - Publicly Available Application

   • Current user base: Select - New App

   • Platform: Web App

   • APIs - Request access to both APIs

   • Click on Save

8. Post creating app, open the app and go to API Keys section

   

Note: Initially the API Key Status will be inactive, it be activated within 24 hours. If not, please connect with Egnyte support team.

9. Now, we need to generate access token, you need prepare a URL to hit

   1. <Egnyte Domain> - enter URL like app4spotdraft.egnyte.com/

   2. <API Key> - copy paste API key from step 8

   3. <Callback URL> - enter https://app.tray.io/

https://<Egnyte Domain>.egnyte.com/puboauth/token?client_id=<API Key>&redirect_uri=<Callback URL>&response_type=token

Sample access URL will look like -

https://app4spotdraft.egnyte.com/puboauth/token?client_id= PqWjbN4dym9SjPO81qTY0N4oeidNYkm2E9yxg&redirect_uri=https://app.tray.io/&response_type=token

Copy the entire URL and paste in browser and hit enter.

10. New window will open to authenticate Egnyte, select you account and click on Allow Access to grant access to SpotDraft App

    

11. After allowing, you will be redirected to a URL like this https://app.tray.io/#access_token=GRWodZcI7ppQ3IOMmFk6rbxt&state=&token_type=Bearer - copy the access token from this URL and save in notepad as "GRWodZcI7ppQ3IOMLdwGk6rbxt"

B. SpotDraft Setup

1. Go to Settings -> Integrations -> Egnyte and click on Connect

   

2. Enter the access token copied from Step 11 above & click Next

   

3. Enter your Egnyte domain and folder path

   

   1. Egnyte domain - like app4spotdraft.egnyte.com

   2. Parent Folder path - like /Shared/Documents

      1. This is where all contracts will be uploaded

4. Copy the webhook URL & click Finish

   

5. Now click on Connect

   

6. Go to Settings -> Developer Settings -> Webhook -> Create a New Webhook

   

7. Enter webhook details like

   1. Name - Egnyte

   2. Description - Cloud Storage

   3. Event - Select contract executed

   4. Webhook URL - paste the URL copied from step B. 4 above

   5. Click on create

      

💡 🎉 Congratulations. The integration is now complete and all of your executed contracts will automatically synchronize to your Egnyte folder.

✅ Verification 

Once you have completed the setup, verifying it is straightforward:

1 - Execute a test contract within your SpotDraft workspace, completing all required fields and signatures.

2 - In your Egnyte account, navigate to the parent folder you designated for SpotDraft contracts e.g. /Shared/Documents

3 - Within 5 minutes you should find a PDF file for the executed test contract.

You should see a PDF version of the executed test contract you completed.

Additional options will be visible post integration setup is completed:

Update - Make changes in any of the integration setup steps.

Disconnect - Temporarily stop sending files from SpotDraft to Egnyte.

Delete - Permanently delete the integration from SpotDraft.

Limitations

• One Egnyte Integration is supported per SpotDraft workspace.

• Only PDF file format can be sent from SpotDraft to Egnyte.

• This is one way integration where only SpotDraft can send files to Egnyte. Any changes made in the uploaded file on Egnyte will not reflect back in SpotDraft.

🛠Security and Compliance Considerations:

1. SpotDraft uses OAuth 2.0 for secure authentication with Egnyte. No sensitive credentials are stored

2. All files are stored within your Egnyte account, adhering to Egnyte's security and compliance standards.

3. Ensure compliance with organizational data policies and relevant regulations (e.g., GDPR) when storing contracts on Egnyte.

🏁 Conclusion

With Egnyte integration set up, you can now enjoy a smoother and more organized contract management process. Your team will save time spent on administrative tasks, and have confidence that executed agreements are safely stored and accessible.

👋 Remember, should you encounter any challenges or require further assistance, our team is always ready to support you. We're committed to ensuring your continued success with this powerful integration.

📚 Additional Resources

• Engaging Your Customer Success Manager for Maximum Value: Discover how to leverage your CSM's expertise to get the most out of your SpotDraft subscription.

• Integration Guides for Cloud Storage: Explore our guides for integrating SpotDraft with Google Drive, SharePoint, Dropbox, Box and OneDrive, providing insights into other cloud storage integrations available.