How to save emails to Egnyte

Here is how to save emails to Egnyte with our chrome extension:

  1. Install the cloudHQ Chrome browser extension  Save emails to Egnyte from this location: https://chrome.google.com/webstore/detail/save-emails-to-egnyte/nhbndnfkegbblfiganfghfafpahigompchrome extension
  2. Add the extension to Chrome so you will have the “Save to Egnyte” button in your Gmail or Google Apps mail:chrome extension
  3. Open email and click “Save to Egnyte” button in your Gmail™ or Google Apps mail:chrome extension

    4. If you get this notification, it means you will need to authorize Egnyte:
    chrome extension

    • Click “Add Egnyte Account”:
      authorize
    • This will display so you can authorize Egnyte:
      authorize
    • Sign in to your Egnyte account:
      authorize
    • Authorize cloudHQ in Egnyte:
      authorize
    • This will display that authorization is successful and you will be redirected back to Gmail or Google Apps email:
      authorize

    Then go back to email and click the “Save to Egnyte” button:

  4. Select an Egnyte folder to save your Gmail or Google Apps email:chrome extension

    5.  

    You can also select an Egnyte subfolder to save your Gmail or Google Apps email:
    chrome extension

  5. Click “Save” once you have chosen the a folder or subfolder Egnyte:
    chrome extension

  6. You will get a message that your Gmail or Google Apps email is being saved to Egnyte:chrome extension

  7. Your email is now saved in Egnyte. Click “here” if you want to check in Egnyte:
    chrome extension

  8. If you click “here” you will be redirected to Egnyte. In Egnyte, you’ll be able to view your saved email:
    chrome extension

  9. Your Gmail™ or Google Apps email is now saved in Egnyte:
    chrome extension

    10.  

  10. Once the email has been saved to your Egnyte, you can also click “Set Up Automatical Save” button. Clicking this will create sync pair that will automatically save emails from sender to your Egnyte:
    chrome extension

  11. A message will appear that sync pair is being created:
    chrome extension
  12. A sync pair will be created to save emails from sender to your Egnyte in previously selected location folder:
    chrome extension

  13. If you want to customize the sender, recipient or email subject, you can click “here” instead of “Set Up Automatical Save” button to customize email filters:
    chrome extension

  14. You can specify rules on how your sync pair will be created:
    chrome extension

  15. You can proceed on succeeding steps in the creation of sync pair until created:
    chrome extension

  16. If you still want to modify Gmail rules after sync pair has been created, just click on “Modify Options” to change options:
    chrome extension

  17. Synchronization will start – Here is How to Monitor Status of Sync

  18. An email will confirm success of initial synchronization

 

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