This article explains how to store visitor NDAs (or other agreements) outside of Proxyclick in your Egnyte account. That way, your legal team can easily access all NDAs in one single folder. This also works if you manage multiple locations with Proxyclick.
How to link Proxyclick and Egnyte
Signed agreements will be stored in your Egnyte account. If you do not have an Egnyte account, the first step is to create one.
In Egnyte, create the folder(s) that will contain the NDAs.
Next, go to the Marketplace and find Egnyte, click Install now.
We will prompt you to provide your Egnyte domain.
You will then be redirected to your Egnyte account to log in.
You’ll now see your list of folders. Please select the folder(s) that should contain the NDAs. If no folder is selected, the NDAs will be stored in the root folder.
The NDAs signed by your visitors on the Proxyclick iPad app will now be automatically stored in your Egnyte folder too.
If you manage multiple locations with Proxyclick, you can create different folders in Egnyte and have every location’s NDAs saved in their respective folders.
This integration requires the NDA storage add on to your subscription. Please contact email@example.com if you have any questions.