Admin and End User forums

Hello Box Community - I have recently been apart of a team testing a Docusign integration into Box and we ran into a roadblock. When attempting to configure the integration, we wanted to connect the two platforms with a CoAdmin service account vs our Admin account. We noticed that even with the CoAdmin & Admin account had the same level of access/permissions, Box’s folder structure would not populate when attempting to make the connection on the Docusign side. We ended up manually entering the desired landing spot (ex. “Folder Name/Subfolder Name/Executed Document”) and the executed document routed to the correct folder. Has anyone else successfully integrated DocuSign & Box with a CoAdmin account, and if so, were you able to get Box’s folder structure to populate when creating an automated “action” on the Docusign side? Thank you!Chris 

I am using BOX for Salesforce, and I would like to use the default "Set Template Folder" flow to set up a template.By default, the flow is executed when a record is created, and BOX folders are created for records that do not require them, just like other records.I would like to change this so that the BOX folder is created when the "Create Folder" button is clicked, instead of when the record is created. How can I do this? I am new to using BOX and Salesforce, so I would appreciate it if you could provide detailed instructions.

Preparing to migrate content into Box from an external system? Our native tool, Box Shuttle, makes this easy and gives real-time insights into content and structure while allowing granular controls and delta sync.But what steps should you take while preparing to move a bulk a content? Here are the steps we recommend:Identify migration content Define migration requirements Large files Collaborations and email notification settings Scale considerationsYou can follow the links for each topic to our Box Support site to learn more, and ensure you’re fully prepared for your upcoming migration.

What are the best reports I can run to help illustrate the value and usage of Box to my Executive Stakeholders? Should I be looking at Active Usage? Logins? Certain types of action metrics?

Can I use Microsoft coauthoring via Box Drive? My users tend to prefer to use Box Drive over the web app but I want to ensure my teams are collaborating in real time, seamlessly.

I have heard that Box uses ‘waterfall’ permissions? What are those and how do they impact who has access to content in Box? 

Is it possible to replace an aging legacy ECM system with Box?

I have many customers that are setting up their Box environments to optimize department level service accounts and folders to hold organizational information. This enables better content stewardship and ownership from the enterprise, and reduces risk.From a non-technical standpoint, what campaigns or messaging do you share with end users to encourage departmental uses (versus creating and utilizing personal folders)?

What exactly makes the infrastructure of Box in terms of data centers and public cloud services? Woudl it be AWS or Google? 

Hi all, I know many of our healthcare customers love Box for external collaboration for their research teams as Box is both a secure platform for PHI and has advanced collaboration permissioning.With classification labels, Box provides real-time user-facing alerts if someone accidentally tries to share a classified document with an external user, as opposed to other DLP tools that delete the content after it was already shared, and never notifying the user. Working with other universities on research is easy and secure, and integrations with tools Microsoft Office allow users to co-author in real time. I’ve also seen Box used in patient safety and quality departments as a PHI-approved repository for problem investigations and policy/procedure updates. RCAs, incident response proposals, and presentations can be edited and updated directly in Box with tasks and annotation, and then receive sign-off in Box with Box Sign.How else are healthcare organizations using Box? 

As the old adage goes, “communication is key”.Whenever change takes place, ensuring clear and concise communication is shared with all impacted end users is a necessary step in making the process a success. In most situations, end users are not involved in the decision-making journey, but rather told what’s happening at the end and expected to change their behavior. But, none of us easily change our patterns without first buying into the WHY!All effective communications include a short bit about WHY the change is taking place and what benefit the end users will realize from the change being made. It also includes when the change is expected to occur and any actions required (before, during, or after) by the end user themself. And finally, make sure to include information about where users can go with questions - if they’re unable to get support when they need it, chances are good they’ll revert back to their old ways. That’s not what we want!

While reports can sometimes be an after thought when administering Box, I find that clients who schedule reports upon deploying Box stay the most in tune with their end user footprint. While there are many reports within your admin console, I would highly recommend scheduling one of our largest/most customizable reports, User Activity, to run on a weekly or monthly basis. Your end user / content footprint can be extremely vast and keeping record of your enterprise’s Box activity can make your life much easier to take action when needed. 

I have recently started testing Box Hubs + AI. I’ve created several project hubs which has been great for connecting all stakeholders in a project and being able to ask questions on demand. What other Hubs have others built that have provided productivity gains?

 Ever wondered how to make the most of file annotations in Box preview? in this video we go through how to add comments and annotations to specific places on files from right within Box! Let me know if you have any questions down below 

I’m brainstorming use cases for Box Hubs for the retail space - beyond team Hubs like HR or marketing, what other business related use cases are you all testing with Box Hubs? 

Checkout the highlights, recordings and demos from last weeks Box and Microsoft roundtable here Topics Box for Microsoft 365 enhancements Box for Microsoft Teams enhancements Box for Microsoft Copilot and Graph enablement  

Trash? What on earth is “trash”? 🤔 As someone who speaks 🇬🇧UK English thankfully I don’t have use Google Translate on Box to find out. The native Box applications have support for a range of different languages and variations and it’s really easy to change to the one that suits you best. All you need to do is log in to Box and then click your profile picture (or initials if you haven’t set a picture yet) in the top right hand corner.  From there select ‘Account Settings’ and then you’ll see a range of options including your language. A screenshot of the account settings page showing the language dialogue box Flick that to the dialect of your choice and then choose ‘Save’.   Much better!Got a top tip to help others feel more at home in Box? Share it in the comments below. 

Interested in enabling the Box Hubs Beta for your Enterprise? You can follow the steps below to enable access to view and create Hubs for your user base.  Enabling Box HubsTo make Box Hubs available for your enterprise:Go to the Admin Console, Open the Enterprise Settings section, Navigate to the Content and Sharing tab, Scroll down to the Hubs section, Acknowledge that the product is a beta release, Click the Enable for all managed users toggle.To disable Box Hubs, click the Disable for all managed users toggle.Configuring HubsAfter enabling Hubs, you can select who can create Hubs. Click the Edit Configuration button and select one of the four options:Disable for all Hubs users, Enable for all Hubs users (recommended), Enable for select users or groups, Enable for everyone except select users or groups.  Once enabled, all users with access will now see the Hubs (Beta) option in the sidebar of their All Files view. Now that you’re enabled, you and your users can begin testing and work

 When I try to access my account I receive this message. "Your password has expired. Enter your email address and we'll send you steps to create a new   password."  The problem is that I no longer have access to this email, as it no longer exists. Does anyone know how I can solve this problem, so I can regain access to my files?  Thanks in advancedE. Lopes

My computer is not syncing to Box, and I am unable to sign in.

Hi everyone, Keeping track of user activity in Box can be a challenge - does anyone have any best practices for what to look for in Box reporting for tracking users? Thanks!

In today's digital age, efficient collaboration and seamless file sharing are crucial for businesses and organizations of all sizes. Box offers a powerful tool called File Request, designed to simplify the process of collecting files and associated metadata securely. Whether you're managing projects, gathering client documents, or collaborating on team assignments, Box File Request provides a fast, user-friendly solution.Box File Request allows you to create customized web forms where individuals can securely upload files without needing direct access to your Box folders. Here’s a breakdown of its key features:User-friendly Interface: Using an intuitive drag-and-drop interface, you can quickly create a web form tailored to your needs. This form enables you to request files from anyone outside your organization without adding them as collaborators. Metadata Customization: Enhance the clarity and context of file submissions by adding metadata attribute fields. You can define these fields

Checkout our support site on steps to get started as a Box User, including video instructions.  Link Step 1: Logging into BoxStep 2: Navigating the All-Files pageStep 3: Creating a new workspaceStep 4: Sharing content with othersStep 5: Staying organized

Checkout our support site for great content for new admins, covering the steps below, with helpful videos. Link Step 1: Log in to Box and access the Admin ConsoleStep 2: Design your folder structureStep 3: Configure 2-factor authentication and/or single sign-onStep 4: Define your enterprise settingsStep 5: Integrate Box with the rest of your toolkitStep 6: Provision Box to your end usersStep 7: Enable your end users