Egnyte Integration
Sevrel connects to your organization's existing document storage. Connectors available today are Egnyte, Google Drive, and direct upload; additional connectors (Dropbox, SharePoint/OneDrive) are on the roadmap. This page covers the Egnyte connector in detail — the guidance below on base-path scoping, supported formats, and indexing applies to every connector.
How the Integration Works
Sevrel connects to Egnyte through a secure API integration using OAuth tokens held at the organization level. When you ask a question, Sevrel:
- Matches your question against Sevrel's index of your Egnyte library (semantic + keyword) and against a live Egnyte search that catches files not yet indexed
- Reads the content of the relevant documents (PDF, Word, Excel, PowerPoint, CSV, text, and images)
- Passes the extracted text to the AI model for analysis
- Returns an answer with citations linking to the source files
Building that index means Sevrel fetches your document content and may persist extracted/indexed chunks and necessary metadata in its own tenant-scoped store; the source files stay in Egnyte.
Important
Search and read are the baseline integration functions. Sevrel also contains mutation-capable workflows for actions such as folder creation, upload, move, and delete. Availability depends on the organization's provider grant and Sevrel role; AI-initiated writes are confirm-first, and direct actions are gated by the Sevrel role permission they require.
Initial Setup
The Egnyte integration is configured by your organization's Sevrel administrator during onboarding. The process involves:
Connect Egnyte from Sevrel
A Sevrel administrator opens Company Admin → Integrations and clicks Connect on the Egnyte card. Sevrel redirects to your Egnyte domain's OAuth consent screen, where an Egnyte user with access to the document root approves it. The resulting access tokens are stored per organization, so every Sevrel user in your org shares one Egnyte connection scoped to that approver's Egnyte permissions.
Configure Document Scope
Sevrel is configured to access a specific base path in your Egnyte library (typically your shared property documents folder). Only files within this scope are searchable.
Verify Access
Once connected, test by asking a question about a known document. Sevrel should find and cite it correctly.
What Sevrel Can Access
Can Access
- Shared folders within the configured base path
- File names and folder structure
- Document text content — fetched for answering queries; extracted/indexed chunks and necessary metadata may persist in Sevrel's tenant-scoped store
- File metadata (dates, sizes)
Cannot Access
- Anything outside the configured base path — Sevrel rejects any path that is not inside your organization's configured document root, which is normally a shared folder, so personal and private Egnyte folders are out of scope
- Egnyte admin settings or user accounts
- Other organizations' documents
Supported File Types
Sevrel can read and analyze the following formats from Egnyte:
| Format | Extension | CRE Examples |
|---|---|---|
| Leases, amendments, appraisals | ||
| Word | .docx | LOIs, correspondence, reports |
| Excel | .xlsx | Rent rolls, OpEx budgets, shared cost adjustments |
| PowerPoint | .pptx | Investment committee decks, offering memoranda |
| CSV | .csv | Rent roll exports, GL exports |
| Text | .txt | Notes, logs |
| Images | .png, .jpg, .jpeg, .gif, .webp | Site photos, scanned exhibits (read via OCR/vision) |
Scanned, image-only PDFs are supported: Sevrel detects pages with no text layer and transcribes them with on-server OCR, escalating to vision-model reading where the organization's configured inference route supports image input. Recognition quality on poor scans and handwriting varies, so verify figures read out of a scan against the source page.
Legacy .doc, .xls, and .ppt files are accepted but may not extract; convert them to the modern format for reliable results. Limits: files above 50 MB are not retrieved or extracted, and PDFs are processed up to the first 500 pages. Split very large documents if you need the whole file to be searchable.
Folder Structure Best Practices
Sevrel works with any Egnyte folder structure, but CRE-specific organization improves search quality:
<your configured document root>/ (for example /Shared/Shared/All)
Maple Crossing Plaza/
Leases/
Financials/
CAM/
Insurance/
Cedar Point Center/
Leases/
Financials/
...
Sevrel only searches inside the root your administrator configured — confirm that root before reorganizing folders. Organizing by property then document type helps Sevrel narrow search results when you mention a specific property name.
Security
- OAuth credentials are stored server-side and encrypted at rest in Sevrel's database; the running service also keeps an on-disk token cache with owner-only permissions. Credentials are never exposed to the browser
- Per-organization isolation — each organization holds its own Egnyte access tokens
- Write controls — provider mutations are confined to the configured base path and require a Sevrel role carrying the document-ingest permission. AI-initiated writes (such as filing a document into storage) are confirm-first: nothing is written until you approve the proposed action. Deletes initiated from the document browser prompt for confirmation in the UI; other operations apply immediately once the permission check passes
- Audit logging — instrumented provider access and mutation events record actor and timestamp context
- Path validation — traversal attacks are blocked at the API level
Troubleshooting
“File ‘…’ was not found — it may have been moved, renamed, or deleted” / “No documents found for ‘…’ on the Egnyte server”
Verify the file is in a shared folder within the configured base path. Personal folders and files outside the base path are not accessible.
“Egnyte search error: the search could not be completed” or “File download failed. Please try again.”
This may indicate a temporary connection issue. Try again in a moment. If persistent, contact your administrator to verify the Egnyte integration credentials.
Recently uploaded files not appearing
New files become searchable after provider discovery and indexing complete. Timing varies with provider availability, file type, and queue state. If a file isn't found, try the exact filename or ask an administrator to check indexing status.
Next Steps
- All Connected Providers — how Egnyte fits alongside Google Drive and direct upload
- Quick Start Guide — ask your first question
- How Search Works — understand how Sevrel finds documents
- Privacy & Data Isolation — how your data is protected
- Troubleshooting — solutions for common issues
Last updated: August 11, 2026