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We often have file requests from external users and we currently use email (for non-sensitive files) or go through the process of uploading the file, creating the link, and sending an email with it.  This process can be time consuming so we wanted to stream line this process so that it could be as simple as sending an email for our internal users.

We thought perhaps Relay would be the answer, but it does not appear to be able to do what we want.

Our thought process was we set a link up that allows our internal users to upload a file.  The upload contains a form with metadata like the recipients email address and a comment (to be included in the body of the message).  We were hoping to be able to create a shared link to the file (possibly with a password that we could make part of the form) and to automagically create and send the link to the supplied email address. If the password could be utilized, perhaps send a second email with the password.

It looks like Relay only supports adding collaborators (rather than just creating a shared link) and we have to hard code the email address in the script. It also appears the address needs to be in a list of external collaborators that has already been established.

Is there a way to simplify this process so that our users can quickly and easily share the files needed?

Thanks!

👋 Hi ​@randyg, welcome to the Box Community!

 

For this use case, I recommend reaching out to your Account Representative. They can guide you through the best strategic approach to streamline the process. I believe this is possible by leveraging APIs or exploring a Forms + Metadata solution. A quick conversation with them will help tailor the approach to your specific workflow.


For reference, I’ve sent you a private message here in the community with their email address. You can view the message by navigating to your community profile.

 

Looking forward to helping you get this sorted! 🤗


also cc ​@DonHammons since this refers to email flows