# Egnyte — Document Management (DMS)

Egnyte by Egnyte, Inc. holds a panel rating of 2/5 from 6 AI judges (category median 2.5/5), as of 2026-10-29. Provenance: Rest of world; sovereignty: 1 of 4 dimensions proven.

- Vendor: Egnyte, Inc. (https://www.egnyte.com)
- Category: [Document Management (DMS)](https://whats-best.ai/software/document-management.md)
- Provenance (editorial classification): Rest of world
- Canonical page: https://whats-best.ai/software/document-management/egnyte
- Alternatives: https://whats-best.ai/software/document-management/egnyte/alternatives ([markdown](https://whats-best.ai/software/document-management/egnyte/alternatives.md))
- Data as of: 2026-10-29 · evaluated 2026-10-29 · oldest source captured 2026-10-01

**AI-generated.** Every score, rationale and verdict here is written by a panel of AI judges from public evidence — an analysis, not a hands-on test. Every fact quotes the vendor page it was read from. No score can be bought. How scores are made: https://whats-best.ai/methodology

## At a glance

- Vendor: Egnyte, Inc.
- Headquarters: Incorporated in United States [S4]
- Data hosting: Not stated on the vendor’s pages as of 28 Oct 2026
- Free plan: Not stated on the vendor’s pages as of 28 Oct 2026

## The panel's verdict

Egnyte, Inc., a Delaware corporation in Mountain View, sells its content platform in a hosted, cloud-based format. The strongest criterion is pricing transparency, scored 6: three tiers carry public prices — Business at $22, Enterprise Lite at $39 and Elite at $48 per user per month, paid annually — with add-ons at $6 per user per month, a free trial without credit card, published auto-renewal, 30-day non-renewal notice and 45-day price-increase notice. Document workflows scored 4 (AI workflows, e-signature on Elite, 200+ claimed integrations); versioning and permissions and search and portability scored 4-5, and capture and indexing 3-4. The weakest criterion is sovereignty, scored 2-3: the judges found no public information on where customer documents and metadata are stored, on the subprocessor chain, or on an on-premises edition, and the pages state only that the website is hosted in the United States. Audit-proof archiving scored 3-4, with no public information found on GoBD or an auditor's report and retention pages that read as regulatory primers. No criterion spans more than a single point — the judges split nowhere sharply.

**Speaks for it:**
- Three editions priced publicly — Business at $22, Enterprise Lite at $39, Elite at $48 per user per month, paid annually — with inclusions listed
- Free trial without credit card, with published contract mechanics of 30 days' non-renewal notice and 45 days' notice of price increases
- File versioning described as separate copies with revert and compare, and Snapshot & Recovery windows of 30 and 90 days priced on the plans
- AI search across text, audio and video advertised, with mobile apps for iOS and Android listed
- A published Data Protection Addendum and an EU representative appointed under GDPR Article 27 (Egnyte Sp. z o.o., Poznań)

**Held against it:**
- We found no public information on where customer documents and their metadata are stored, and the only hosting statement covers the vendor's website in the United States
- The subprocessor list appears only as a link (www.egnyte.com/subcontractors) whose contents were not captured
- Exit terms make the customer responsible for exporting content before termination, with all copies destroyed within ninety days and backup also the customer's job
- We found no public information on GoBD compliance, retention schedules per document type, an auditor's report for the archive, or WORM storage
- Document type classification and bulk metadata extraction sit only in the custom-quote Ultimate tier, and the captured plan table's storage and upload rows show no labelled per-plan values

**Best for:**
- You need to budget per-user costs before talking to sales — three tiers at $22, $39 and $48 per user per month, paid annually, with add-ons at $6 per user per month and a free trial without credit card
- You need AI text, audio and video search plus Microsoft 365 co-editing and Google Workspace integration for a distributed team
- You need version recovery with priced 30- and 90-day snapshot windows and revert-and-compare versioning
- You need e-signature and advanced workflows at a published tier price (Elite)

**Avoid if:**
- Your procurement requires a non-US contracting entity or documented residency for stored documents — the agreement runs with Egnyte, Inc., a Delaware corporation under Delaware law, and we found no public information on where customer content is stored
- You must evidence GoBD-compliant, revision-proof archiving — the captured retention pages are primers on other regimes, and we found no public information on GoBD, per-document-type retention schedules or an auditor's report
- You need a supported exit path — the terms place export and backup on the customer and commit to destroying all copies within ninety days of termination
- You need configured approval or invoice workflows with DATEV or ERP handover — workflows appear as feature names without configuration detail, and integrations beyond the app store are professional services under a statement of work

## Scores by judge and criterion

Scores out of 5, each judge scoring independently against the published rubric (v2). "n/r" = not rated: the vendor publishes no price, or the judge found no public information on that criterion.

| Criterion | The GoBD Auditor | The Records Manager | The IT Integrator | The Mittelstand Owner | The Data Protection Officer | The Skeptic |
| --- | --- | --- | --- | --- | --- | --- |
| Capture, OCR & indexing | 2/5 | 1.5/5 | 2/5 | 1.5/5 | 2/5 | 2/5 |
| Versioning, permissions & audit trail | 2.5/5 | 2/5 | 2/5 | 2/5 | 2.5/5 | 2/5 |
| Audit-proof archiving & retention | 2/5 | 2/5 | 1.5/5 | 1.5/5 | 2/5 | 1.5/5 |
| Document workflows & integrations | 2/5 | 2/5 | 2/5 | 2/5 | 2/5 | 2/5 |
| Search, retrieval & exit | 2/5 | 2/5 | 2/5 | 2/5 | 2.5/5 | 2/5 |
| European sovereignty | 1.5/5 | 1/5 | 1.5/5 | 1.5/5 | 1.5/5 | 1.5/5 |
| Pricing transparency | 3/5 | 3/5 | 3/5 | 3/5 | 3/5 | 3/5 |
| **Weighted verdict** | **2/5** | **2/5** | **2/5** | **2/5** | **2/5** | **2/5** |

### The judges

- **The GoBD Auditor** (v1.0): Has sat through tax audits on the company side and knows that "GoBD-konform" on a homepage proves nothing. Wants the auditor's Testat with its scope and date, archived documents that cannot change, retention per document type, and a Z3 export the tax office can read.
- **The Records Manager** (v1.0): Owns the filing plan and gets the call when a contract from 2019 cannot be found. Wants metadata that is set at capture rather than typed later, version history with restore, search that respects permissions, and a bulk export that keeps metadata and versions together.
- **The IT Integrator** (v1.0): Connects the DMS to the ERP, DATEV and Microsoft 365 and maintains it afterwards. Wants connectors with a stated scope rather than a logo wall, a documented API with webhooks, single sign-on, and a migration path in and out that does not depend on the vendor's services team.
- **The Mittelstand Owner** (v1.0): Runs a forty-person company and wants the paper out of the office and the invoices approved without chasing anyone. Reads for e-invoice intake, an approval workflow that works without a consultant, and a price for users, storage and modules before the partner visit, not after.
- **The Data Protection Officer** (v1.0): Knows the DMS ends up holding personnel files, health certificates and customer contracts in one place. Asks where the cloud edition stores them, which AI provider reads them during capture, who the subprocessors are, and how GDPR deletion is reconciled with retention duties.
- **The Skeptic** (v1.0): Has read "revisionssicher" on every DMS homepage and a Testat on almost none. Distrusts "AI-powered capture" without a validation step, "seamless SAP integration" without a scope, and "no vendor lock-in" from a vendor that documents no export — and treats "price on request from your partner" as an answer.

## European sovereignty — proven facts

Built only from facts on the vendor's own pages; a dimension we could not prove is left open, never scored as zero. Headline: 1 of 4 dimensions proven.

| Dimension | Finding | Points | Source |
|---|---|---|---|
| Legal entity | Incorporated in US | 0/3 | [S4] |
| Ownership | Not determined | — | — |
| Data residency | Not determined | — | — |
| Subprocessors | Not determined | — | — |

## Key facts

Each fact is the vendor's own statement, cited to the source page it was read from ([S*n*] → Sources).

**Compliance**
- Analytics optout: Google Analytics · https://tools.google.com/dlpage/gaoptout?hl=en [S3]
- Australia retention: Australia · 2 [S9]
- Australia retention: Australia · 2 [S9]
- Baa: HIPAA Business Associate Agreement · yes · required before uploading PHI [S4]
- Basel3 retention: Basel III · 3 · 7 [S9]
- Basel3 retention: 3 · 7 · Basel III [S9]
- California rights: yes · yes [S3]
- Call recording germany exclusion: yes [S3]
- Call recording retention: outbound sales call recordings · 365 [S3]
- Children: yes [S3]
- Children under 13: yes [S3]
- Cmmc: yes [S2]
- Compliant storage standards: HIPAA · FINRA · SOC2 · ISO/IEC 27001 [S2]
- Compliant storage standards: HIPAA · FINRA · SOC2 · ISO/IEC 27001 [S2]
- Data rights request channel: web form · TrustArc [S3]
- Data sale: no · yes [S3]
- Dispute resolution: free of charge · yes [S3]
- Dispute resolution: US · yes · yes [S3]
- Dispute resolution: free · US-based third party · yes [S3]
- DPA link: https://www.egnyte.com/data-protection-addendum · yes · yes [S4]
- Fisma retention: FISMA · 3 [S9]
- Fisma retention: FISMA · 3 [S9]
- GDPR call recording basis: 6(1)(f) · legitimate_interests [S3]
- GDPR rights call recordings: objection · erasure · restriction · access [S3]
- Germany call recording excluded: yes [S3]
- HIPAA baa: yes · yes [S4]
- HIPAA retention: HIPAA · 6 [S9]
- HIPAA retention: HIPAA · 6 [S9]
- Nerc retention: NERC · 3 · 6 [S9]
- Nerc retention: 3 · 6 · NERC [S9]
- Nispom retention: 2 · NISPOM [S9]
- Nispom retention: 2 · NISPOM [S9]
- No sale for money: no · yes [S3]

**Data**
- Australia retention period: Australia: metadata retained at least two years [S9]
- Backup: no [S4]
- Backup responsibility: yes [S4]
- Backup responsibility: yes [S4]
- Basel retention period: Basel III: banks archive three to seven years of data history [S9]
- Call recording retention: 365 · yes [S3]
- Children under 13: yes [S3]
- Confidentiality ssaereports: yes [S4]
- Customer ownership: yes [S4]
- Deidentified: yes · yes [S3]
- Deletion after termination: yes · 90 [S4]
- Deletion on request: delete · anonymize · isolate [S3]
- Export responsibility: yes [S4]
- HIPAA retention period: HIPAA: retain health information at least six years [S9]
- Ownership: customer [S4]
- Post termination deletion: 90 · yes [S4]
- Request portal: access · correction · deletion · TrustArc IRM validation form [S3]
- Retention: retain as long as necessary for stated purposes; then delete, anonymize, or isolate [S3]
- Retention call recordings: 365 [S3]
- Retention policy: retained as long as necessary for stated purposes; then deleted, anonymized, or isolated [S3]
- Rights request portal: TrustArc · yes [S3]
- Scope exclusion: yes [S3]
- Sox retention period: SOX: retain audit documents seven years [S9]
- Switzerland retention period: Switzerland: business data retained 10 years after end of financial year [S9]
- US preservation period: US service providers must preserve records 90 days under Electronic Communication Transactional Records Act [S9]

**Hosting**
- Model: hosted cloud-based [S4]
- Region: US [S3]
- Website location: United States [S3]
- Website location: United States [S3]

**Integrations**
- App store: online app store for third-party content/integrations; Egnyte may act as billing agent for purchases through it [S4]
- App store: yes [S4]
- Count: 200 [S1]
- Optout: yes [S3]

**Legal**
- Age restriction: 13 [S4]
- Copyright: Egnyte, Inc. [S2]
- Copyright entity: Egnyte, Inc. [S2]
- Copyright entity: Egnyte, Inc. [S2]
- Customers: 23,000+ · more than a decade [S10]
- Entity: Egnyte, Inc. [S1]
- Entity: Egnyte, Inc. · 1350 W. Middlefield Road Mountain View, CA 94043 [S3]
- Entity: Egnyte, Inc. · 1350 W. Middlefield Road, Mountain View, California 94043 · Delaware corporation [S4]
- Entity: Egnyte, Inc. · 1350 W. Middlefield Road, Mountain View, California 94043 · Delaware [S4]
- Entity: Egnyte, Inc. · www.egnyte.com [S3]
- Entity: Delaware corporation · Egnyte, Inc. · 1350 W. Middlefield Road, Mountain View, California 94043 [S4]
- EU representative: Egnyte Sp. z o.o. (Egnyte Poland Sp. z o. o.) · GDPR Article 27 · Abpa A. Baraniaka 6, 61-131 Poznań [S3]
- Governing law: state and federal courts of Delaware · State of Delaware [S4]
- Governing law: state and federal courts of Delaware · Delaware [S4]
- Governing law: state and federal courts of Delaware · Delaware [S4]
- Last updated: September 2026 [S3]
- Last updated: September 2026 [S3]
- Liability cap: 12 months of fees · 2 [S4]
- Liability cap: 12 months of fees · 2 [S4]
- No refund midterm: no [S4]
- Page last updated: Page last updated 10 May 2021 [S10]
- Policy updated: September 2026 [S3]
- Privacy contact email: privacy@egnyte.com [S3]
- Scope exclusion: yes [S3]
- Term auto renewal: yes · 30 [S4]
- Termination for cause refund: yes [S4]
- Terms version: July 2026 [S4]

**Pricing**
- Addon cmmc: contact specialist · yes [S2]
- Addon project hub: AEC · 6 [S2]
- Addon specialized file handler: AEC · 6 [S2]
- Business features: Single document AI Q&A, secure collaboration, discretionary permissions, Google Workspace integration, M365 co-editing [S2]
- Business price: annually · 22 [S2]
- Business price: paid annually · 22 [S2]
- Business price: Business · 22 [S2]
- Business price: paid annually · 22 [S2]
- Elite features: adds AI Assistant, AI Search, AI Workflow, PDF markup, e-signature, dynamic watermarking, auto-remediation [S2]
- Elite price: annually · 48 [S2]
- Elite price: paid annually · 48 [S2]
- Elite price: Elite · 48 [S2]
- Elite price: paid annually · 48 [S2]
- Enterprise lite features: adds ransomware detection (artifact-based), suspicious login detection, content lifecycle management, advanced workflows [S2]
- Enterprise lite price: annually · 39 [S2]
- Enterprise lite price: paid annually · 39 [S2]
- Enterprise lite price: Enterprise Lite · 39 [S2]
- Enterprise lite price: paid annually · 39 [S2]
- Fees non refundable: yes [S4]
- Free trial: yes [S5]
- Free trial: yes [S5]
- Free trial: yes [S2]
- Free trial: free trial offered [S5]
- Free trial: yes [S2]
- Increase notice: next renewal Subscription Term · 45 · 30 [S4]
- Late fee: 1.5 [S4]
- Late fee: 1.5 [S4]
- Late fee: 1.5 [S4]
- Multi year discount: yes [S2]
- Multi year discount: yes [S2]
- Multi year discount: yes [S2]
- Multi year discount: yes [S2]
- Multi year discount: yes [S2]

**Product**
- Adaptive AI: AI learns from new content, activity, and feedback [S1]
- Administrator requirement: 1 [S4]
- Administrator requirement: 1 [S4]
- Administrator requirement: 1 [S4]
- Advanced snapshot recovery: 90 [S2]
- Age restriction: 13 [S4]
- AI agents: yes [S1]
- AI assistant: yes [S1]
- AI search: text · audio · video [S1]
- AI workflows: yes [S1]
- App store: yes [S4]
- Archive backup separation: yes [S10]
- Archive immutability: archive files can be accessed but not changed [S10]
- Archive indexing: yes [S10]
- Archive offering: Egnyte Archive Solution: business-grade archive domain [S10]
- Archive retrieval: Egnyte supports retrieving files from an archive domain for compliance and accessibility [S10]
- Archive solution: Egnyte offers an Archive Solution with a business-grade archive domain [S10]
- Archive solution: Egnyte offers a business-grade archive domain solution [S10]
- Article date: 2021-05-10 [S10]
- Benchmarking restriction: yes [S4]
- Beta services disclaimer: yes · yes [S4]
- Beta services warranty: no · no [S4]
- Business features: Single document AI Q&A, secure collaboration, discretionary permissions, Google Workspace integration, M365 co-editing [S2]
- Business features: Single document AI Q&A · Secure collaboration · Discretionary permissions · Google Workspace integration · M365 co-editing (online and desktop) [S2]
- Business features: Single document AI Q&A, secure collaboration, discretionary permissions, Google Workspace integration, M365 co-editing [S2]
- Business plan features: Single document AI Q&A, secure collaboration, discretionary permissions, Google Workspace integration, M365 co-editing [S2]
- Client updates: yes [S4]
- Client updates free: yes [S4]
- Cmmc 2 0: yes [S2]
- Cmmc addon: CMMC 2.0 Compliance add-on [S2]
- Cmmc compliance: yes [S2]
- Collaboration: co-editing complex files from desktop apps in the cloud without downloads or version conflicts [S1]

**Subprocessors**
- Analytics: Google Analytics · website analytics [S3]
- Analytics: Google Analytics · website analytics [S3]
- Dialer: sales call recording · www.egnyte.com/subcontractors [S3]
- Dialer platforms: call recording and conversation intelligence · www.egnyte.com/subcontractors [S3]
- Payment: Stripe · payment processing [S3]
- Payment processor: Stripe · payment processing [S3]
- Stripe payments: Stripe · payment processing [S3]

**Support**
- Business plan level: Business · Standard [S2]
- Channels: Support level defined per Order Form; may be updated on written notice if not materially less [S4]
- Demo: demo · yes [S6]
- Docs: https://helpdesk.egnyte.com/hc/en-us · yes [S4]
- Documentation URL: https://helpdesk.egnyte.com/hc/en-us [S4]
- Enterprise lite plan level: Enterprise Lite · Standard [S2]
- Legal contact: legal@egnyte.com [S4]
- Packages: Professional Services · Support Packages · Helpdesk · University · Community [S1]
- SLA link: https://www.egnyte.com/service-level-agreement/10-2022 · yes [S4]
- SLA minimum spend: 12000 [S4]
- Terms: yes [S4]
- Trial: free_trial · yes [S6]
- US phone: 1-877-734-6983 [S8]

129 more facts on the canonical page: https://whats-best.ai/software/document-management/egnyte

## Questions

### Is Egnyte European?

No. whats-best.ai classifies Egnyte as Rest of world. Its vendor, Egnyte, Inc., is incorporated in United States, per [the vendor’s page captured 28 Oct 2026](https://whats-best.ai/evidence/10245).

### Where does Egnyte store data?

Not stated on the vendor’s pages as of 28 Oct 2026.

### Does Egnyte have a free plan?

Not stated on the vendor’s pages as of 28 Oct 2026.

### What are the best alternatives to Egnyte?

As of 28 Oct 2026, the panel rates [AMAGNO (3.5/5)](https://whats-best.ai/software/document-management/amagno), [PaperOffice (3.5/5)](https://whats-best.ai/software/document-management/paperoffice) and [EASY Archive (3/5)](https://whats-best.ai/software/document-management/easy-archive) highest among the other 18 Document Management (DMS) products evaluated. Ratings that look equal are rounded to half stars; the order uses the unrounded rating, then the name. The highest-rated European alternative is [AMAGNO](https://whats-best.ai/software/document-management/amagno) (EU-Made). Ratings are the AI panel’s opinion, formed from public evidence: [how scores are made](https://whats-best.ai/methodology#ordering). The full list, with European products first: [Egnyte alternatives](https://whats-best.ai/software/document-management/egnyte/alternatives).

## What this page leaves out

- 98 product facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 35 integrations facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 24 pricing facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 23 compliance facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 16 legal facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 13 support facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 5 hosting facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 4 data facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 1 sovereignty dimension could not be confirmed on the vendor’s own pages and is shown as unknown.

## Sources

- [S1] Vendor homepage: https://www.egnyte.com/ (checked 2026-10-28)
- [S2] Pricing page: https://www.egnyte.com/pricing (checked 2026-10-28)
- [S3] Privacy policy: https://www.egnyte.com/privacy-policy (checked 2026-10-28)
- [S4] Terms of service: https://www.egnyte.com/terms-of-service/07-2026 (checked 2026-10-28)
- [S5] Capture, OCR & indexing — found from sitemap: https://www.egnyte.com/product-tour/email-capture (checked 2026-10-28)
- [S6] Capture, OCR & indexing — found from sitemap: https://www.egnyte.com/product-tour/intelligent-content-classification (checked 2026-10-28)
- [S7] Versioning, permissions & audit trail — found from sitemap: https://developers.egnyte.com/api-docs/read/egnyte-permissions-api (checked 2026-10-28)
- [S8] Versioning, permissions & audit trail — found from sitemap: https://www.egnyte.com/guides/collaboration/file-sharing/file-versions (checked 2026-10-28)
- [S9] Audit-proof archiving & retention — found from sitemap: https://www.egnyte.com/guides/governance/data-retention (checked 2026-10-26)
- [S10] Audit-proof archiving & retention — found from sitemap: https://www.egnyte.com/guides/governance/data-archiving (checked 2026-10-26)

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Cite as: whats-best.ai, "Egnyte — Document Management (DMS)", AI panel analysis, as of 2026-10-29. https://whats-best.ai/software/document-management/egnyte

Corrections: https://whats-best.ai/correct/629?target=page