Route completed forms, photos, and files to the right Egnyte folder the moment you hit submit — no manual upload, no file scatter, no field-user training required.
The Problem
Relying on field crews to upload field data and files to Egnyte creates too many opportunities for things to go wrong. Workers skip manual uploads. Records end up scattered across folders, on personal drives, and in email inboxes. And your audit trail evaporates before you need it.
When there's no automatic file routing across job sites or projects, delays and errors occur. Critical inspection records can be misfiled, making them difficult to track down when you need them. Or worse, they can go missing entirely. And emailing copies back and forth leads to version confusion, making your records unreliable.
For companies operating on razor thin margins, every minute counts. With multiple field crews across multiple sites spending hours manually uploading and organizing files, you're wasting a whole lot of resources. Plus, your records still might end up in the wrong place, which is a big problem when auditors come calling.
Close the gap
Organized, accurate, reliable field records in one simple step
Now you can automatically route field data captured in GoFormz to the correct Egnyte folder, so your records are always organized, accessible, and reliable. When a worker submits a form in GoFormz, one workflow step routes the completed PDF and any attached photos to the designated Egnyte folder. Connect via a native integration — no middleware, no third-party connector. Available on all paid GoFormz plans at no additional cost.
Since activating the GoFormz + Egnyte integration, Encompass has achieved:
"We can now generate reports that management can use to drive business goals."
Built-in benefits
Designed for record reliability + resource savings
As soon as you activate the integration, GoFormz routes completed PDFs and photos to Egnyte on submission. No manual upload, no extra steps.
If the designated Egnyte destination doesn't exist when a form is submitted, GoFormz creates it automatically. Keep records organized and standardized across jobs and projects.
Routing is automatic and invisible to the field workers capturing data and submitting forms. No change to the way crews capture data means adoption is seamless — no need for training.
Every submission creates an organized, tamper-resistant file record in Egnyte. Turn safety records, daily reports, compliance forms, and more into trusted, defensible documentation.
With SOC 2 Type II certification and a 99.9% uptime SLA, GoFormz is built for complex enterprise field operations. Available on iOS, Android, Microsoft, and web, with full offline capability + auto-sync. Dig Deeper ›
Use Cases
What the GoFormz + Egnyte integration looks like in action.
| When this happens in GoFormz | This happens automatically |
|---|---|
| Safety inspections | Field teams complete safety inspection forms on-site. Completed forms route automatically to the Egnyte Safety Compliance folder — no manual upload. Full audit trail for OSHA or insurance review. |
| Daily reports | Crews submit daily production reports via GoFormz. Each submission lands in the correct Egnyte project folder, giving project managers a real-time feed of field activity without chasing emails or files. |
| Onboarding & HR documentation | Complete new-hire paperwork — I-9s, direct deposit forms, equipment sign-offs — digitally and route to the Egnyte HR folder. Egnyte permissions control access. Replace manual scanning and filing entirely. |
| Equipment & asset documentation | Technicians complete equipment inspection or asset condition forms. Records route to Egnyte asset folders, creating a maintenance history that supports warranty claims and disposal decisions. |
| Subcontractor compliance | General contractors require subcontractors to submit GoFormz compliance and certification forms. Completed records route into the general contractor's Egnyte project workspace, making subcontractor documentation part of the project record. |
| Audit readiness | Organizations in regulated industries maintain a continuously updated, governed archive of field documentation — ready for internal audits, client reviews, or regulatory inspections without scrambling for records. |
| Multi-unit / high-volume reporting | Operations running multiple form types across business units use dynamic folder routing to automatically organize records by form data — eliminating manual filing entirely. |
Enterprise-ready
The GoFormz + Egnyte integration is built for multi-site, multi-project enterprise operations.
Built on best-in-class security with SOC 2 certification.
Learn More ›Integrates across your ecosystem (Procore, Acumatica, Salesforce, Microsoft, and more).
Explore Integrations ›Multi-site/multi-department deployment support.
Meet the Team ›Offline-first capture. 99.9% uptime. Trusted in environments where failure is not an option.
See Customer Stories ›GoFormz + Egnyte connects in minutes. No custom dev, no IT project. Request a demo to see it in action.
Common questions about the GoFormz + Egnyte integration.
The GoFormz + Egnyte integration automatically routes completed field forms — including PDFs, photos, and attachments — to the correct Egnyte folder the moment a worker hits submit. No manual uploads, no file scatter, no extra steps for the person in the field. It's a native integration available on all paid GoFormz plans at no additional cost.
The Egnyte integration is available on all paid GoFormz plans — Starter through Enterprise — at no additional cost.
No. The integration connects via a native integration — no middleware, no third-party connector, no IT project required. An account admin configures the destination folder mapping inside GoFormz, and routing begins immediately. Most teams are up and running in minutes.
It's built for construction, energy, and field services organizations that already use Egnyte for content governance and need field documentation — safety inspections, daily reports, equipment records, compliance forms — flowing into it reliably. If your teams are capturing data in the field and your business depends on those records being organized, accessible, and audit-ready, this integration is for you.
Yes. GoFormz is built for offline-first field work. Crews can capture and submit forms on any device without an active connection. GoFormz syncs automatically the moment connectivity returns, routing completed files to the correct Egnyte folder without any action required from the field worker.
Every form submission automatically creates a tamper-resistant, version-controlled record inside Egnyte. Safety inspections, daily reports, and compliance forms become defensible documentation with a complete audit trail showing who captured what, when, and where. For organizations in regulated industries, that means no scrambling for records when auditors arrive. Encompass Technology passed consecutive audits with zero findings after replacing manual processes with GoFormz + Egnyte.