Egnyte

By audience

Architecture

• Stores and version-controls large Revit, AutoCAD, and SketchUp files with desktop sync so design teams open native CAD/BIM models without slow VPN access
• Organizes drawing sets, specs, and consultant submittals in structured project folders with per-folder permissions for external collaborators
• Co-edits Word/Excel/Google Docs specs and reports in place via the Office 365 and Google Workspace integrations
• Pushes design files into Autodesk Forma, BIM 360, and Forma so models stay synced between the design platform and the firm's record copy
• Applies retention, audit trails, and ransomware detection to protect proprietary design IP across distributed studios

Construction Management

• Acts as the single source of truth for project documents, syncing two-way with Procore's Documents folder plus photos and project metadata
• Gives field and office teams synced access to current plan sets, RFIs, and submittals across desktop, web, and mobile
• Routes contracts and change orders through DocuSign with signed copies auto-filed back into the correct project folder
• Hybrid cloud/on-prem deployment keeps large file sets fast at the central office while remaining accessible to remote sites
• Enforces folder-level permissions so owners, architects, and trades only see the documents relevant to their role

General Contracting

• Centralizes daily reports, subcontractor reports, and jobsite photos via the Raken integration directly into project folders
• Shares plans and files to the field through Fieldwire and SmartBid plan-room syncs without duplicating storage
• Provides subcontractors and trade partners secure, link-based access to bid documents and drawings without firm-network logins
• Maintains a permanent, permissioned record of project documentation to support claims, disputes, and audits
• Mobile and offline access lets superintendents pull current drawings and markups from the jobsite

IT & Systems Administration

• Centrally administers users, groups, and granular folder permissions across multiple offices and external collaborators
• Deploys the hybrid model with on-prem Storage Sync appliances to balance local file performance against cloud durability
• Monitors access with audit logs, unusual-activity alerts, and built-in ransomware detection and recovery
• Enforces governance, data classification, retention, and legal-hold policies for compliance and IP protection
• Manages provisioning and SSO via SCIM/SAML and integrates logging into SIEM through the Syslog connector
• Exposes a documented REST API plus Zapier/Make/Workato connectors for custom automation and system integration

By phase

Concept & Planning

• Establishes the project folder structure and naming/permission conventions before files start arriving
• Holds feasibility studies, site data, and early proposals shared securely with owners and external consultants
• Provides secure external link sharing for kickoff documents without granting full system access
• Captures planning meeting notes and reference material co-edited via Office 365 and Google Workspace

Design

• Syncs large Revit, AutoCAD, and SketchUp working files to designers' desktops for fast native-app access
• Versions design iterations and consultant submittals with full history and audit trail
• Connects to Autodesk Forma, BIM 360, and Forma to keep design models aligned with the firm's record copy
• Lets multidisciplinary consultants collaborate on shared drawing sets through folder-level permissions
• Co-edits specifications and design narratives in place via the Office and Google integrations

Pre-Construction

• Runs bid/plan rooms by syncing drawing sets to SmartBid and sharing documents with subcontractors via secure links
• Distributes estimating and bid-package documents to trade partners without exposing the internal network
• Routes pre-construction agreements and NDAs through DocuSign with executed copies auto-filed
• Centralizes addenda and revised drawing sets so all bidders work from the current document version

Construction

• Keeps the field on current drawings via two-way Procore sync plus Fieldwire and Smartsheet document access
• Files daily reports, subcontractor reports, and jobsite photos automatically through the Raken integration
• Provides offline-capable mobile access so field staff pull plans and markups from the jobsite
• Auto-stores DocuSign-executed change orders and contracts back into the correct project folder
• Maintains permissioned, audit-logged document control as the construction record of truth

Closeout & Operations

• Compiles as-builts, O&M manuals, warranties, and submittals into a permanent permissioned closeout archive
• Hands over a structured, link-shareable document package to owners and facility managers
• Applies retention and legal-hold policies so closeout records survive for warranty and dispute periods
• Preserves a complete audit trail of the project record for post-occupancy reference and future renovations