Egnyte Integration
Sevrel connects to your Egnyte account to search and read your CRE documents. This guide covers how the integration works, what Sevrel can access, and how to configure it for your organization.
How the Integration Works
Sevrel connects to Egnyte through a secure API integration using OAuth credentials scoped to your organization. When you ask a question, Sevrel:
- Searches your Egnyte library for files matching your query
- Reads the content of relevant documents (PDFs, DOCX, XLSX)
- Passes the extracted text to the AI model for analysis
- Returns an answer with citations linking to the source files
Important
Sevrel has read-only access to your Egnyte library. It cannot create, modify, delete, or move files.
Initial Setup
The Egnyte integration is configured by your organization's Sevrel administrator during onboarding. The process involves:
Authorize Sevrel in Egnyte
Your Egnyte administrator grants Sevrel API access to your domain. This creates OAuth credentials specific to your organization.
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 (for answering queries)
- File metadata (dates, sizes)
Cannot Access
- Personal folders or private files
- Files outside the configured base path
- 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 |
| Text | .txt | Notes, logs |
Image-only scanned PDFs (without OCR text layer) are not searchable.
Folder Structure Best Practices
Sevrel works with any Egnyte folder structure, but CRE-specific organization improves search quality:
/Shared/
Pembroke Lakes Square/
Leases/
Financials/
CAM/
Insurance/
Bal Harbour Square/
Leases/
Financials/
...
Organizing by property then document type helps Sevrel narrow search results when you mention a specific property name.
Security
- OAuth credentials are encrypted at rest and stored server-side
- Per-organization isolation — each organization has separate Egnyte credentials
- Read-only access — Sevrel cannot modify your files
- Audit logging — all document access is recorded with timestamps and user IDs
- Path validation — traversal attacks are blocked at the API level
Troubleshooting
“Document not found”
Verify the file is in a shared folder within the configured base path. Personal folders and files outside the base path are not accessible.
“Could not retrieve from Egnyte”
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 should be available within moments of upload. If a file isn't found, try searching by the exact filename.
Next Steps
- 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: March 15, 2026