Enable a provider (admin)
1
Open Integrations
Go to Settings → Integrations and choose your provider.
2
Enable it for your firm
Follow the provider’s setup. For example, Egnyte asks you to Enable Egnyte and enter your Domain Name.
Connect your account (user)
1
Open Connections
Go to Settings → Connections and find the provider your firm enabled.
2
Connect
Click Connect and authorize access. You’ll see a Connected badge when it’s set up.