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Allow Users to Create Company Branded File

  • May 6, 2026
  • 1 reply
  • 14 views
J

We want to give our users a means of clicking a button (relay/workflow?) or adding custom documents to the “New” Menu where they can click a button and essentially get a copy of a company branded document. We want to use this so users can say, “hey, I need a document labeled at Internal/Proprietary”… without them having to reinvent the wheel everytime. 

In SharePoint you would create a custom template and add it to the “New” menu in there. 

 

I have yet to find an effective way to do this in box. 

    1 reply

    Jey Bueno Box
    • Jey Bueno Box
    • Community Manager
    • May 13, 2026

    👋 Hi ​@Joey_Inertia, welcome to the Box Community! I’d be glad to assist.


    While Box doesn't have a direct equivalent to SharePoint's "New" menu for custom document templates, there are several powerful options to give your users a quick, consistent way to create branded, pre-labeled documents.


    Option 1: Box Notes Custom Templates


    If your branded documents are Box Notes (meeting notes, SOPs, internal memos, etc.), this is the most native experience.


    How it works:

    1. Create a Box Note with your company branding, standard content, and classification labels (e.g., "Internal/Proprietary").
    2. Open the More Options (…) menu and select "Set this as a Template."
    3. Store the template in a dedicated folder and add your users as collaborators.
    4. Users can then go to New → Box Note from Template in any folder and select your branded template from the Custom tab — a pre-populated copy is instantly created.

    Resource:

     

    Option 2: Box Relay — Manual Start Workflow (Button-Triggered Copy)


    If you need users to get a copy of a branded Word, PDF, or other document with a simple click, a Box Relay Manual Start workflow is the way to go.


    How it works:

    1. Store your master branded document (e.g., "Internal-Proprietary Template.docx") in a designated folder.
    2. Build a Manual Start workflow in Relay that copies the file to a target folder, optionally renames it, and applies a metadata tag (e.g., "Internal/Proprietary").
    3. Users trigger the workflow from the More Actions (…) menu on the file or folder.

    Resources:


    Option 3: Box Doc Gen + Box Relay (Most Powerful — Enterprise Advanced)


    For a fully automated, form-driven document generation experience, Box Doc Gen is the most robust solution.

     

    How it works:

    1. Create a branded Word template using the Box Doc Gen Template Creator add-in — embed dynamic fields like {{classification}}, {{date}}, and {{author}}, plus static branding (logo, headers, footers).
    2. Upload it to Box as a Doc Gen template.
    3. Build a Relay workflow with a Box Forms trigger — users fill out a short form (e.g., document title, classification level), and a fully branded document is automatically generated and saved to the right folder.

    Resources:


    If you need additional assistance with the workflow, please submit a ticket to Product Support.


    Thanks, and have a great day ahead!

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