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Cloud storage provider

Boilerplate Portals for Egnyte let you request and track repetitive form, file and e-signature requests and save them to Egnyte. Create and share reusable digital checklists with due dates, automated reminders, quality control safeguards, and a real-time tracking dashboard. Commonly used for 1:1 onboarding of employees, contractors, vendors, and clients.


Benefits include:

  • No unnecessary emails and phone calls when collecting documentation
  • All parties can track open items in real-time, with manual and automated reminders
  • PDF filing and e-signatures within the Boilerplate Portal