General

Thanks to ​@msyu Box ​@Jakub Piech PM Mobile and Paula Wojtysiak for this weeks overview of Box AI for mobile, and also to our guests who joined in the discussion.  Full recording here. Recording clips and highlights clips below.  Agenda items:Product Updates - Box for Mobile and Box AI for MobileLooking ahead feature preview Product Updates - Box for Mobile and Box AI for Mobile ​@msyu Box ran some polls and  ​@Jakub Piech PM Mobile shared product updates. Recording clip here  Looking ahead on Box AI for Mobile ​@Jakub Piech PM Mobile shared a preview and ​@msyu Box ran some polls for customer feedback. Recording clip here Customer DiscussionDiscussion on use cases relating to Navigation, Hubs and AI in mobile. and  ​@DonHammons shared exciting work mxHERO is doing on mobile and Box sign to enable e-signature on the go... 

Checkout the second in the new Box AI first podcast series from Box Chief Customer Officer, Jon Herstein, with Steven Chien, head of AI at LPL Financial, highlights below.    Unlocking the Potential of AI: Strategic Insights from LPL Financial and Box In the latest episode of the AI First podcast, hosted by Jon Herstein, Chief Customer Officer at Box, Steven Chien, Head of AI Advisor Service Solutions at LPL Financial, discussed how AI is transforming financial services. This conversation covers how LPL Financial is harnessing artificial intelligence to empower its network of financial advisors, tackle the challenges of adopting AI at scale, and navigate regulatory compliance. The insights shared offer a roadmap for organizations looking to embrace AI strategically. LPL Financial: Scale Meets OpportunitySteven Chien provides a great example through LPL Financial, one of America’s largest and fastest-growing wealth management firms, serving 29,000 advisors and 7 million households with

Big thanks Alberto Estrella of Estrella, LLC and ​@Scott Picanco Box  for this week’s overview and demo of legal use cases for Box and Box AI. Please see here for the full recording and below for the highlights.  Intelligent Content Management(ICM) for Legal Firms. The roundtable started with ​@Scott Picanco Box  providing an overview of ICM for Legal Firms, covering typical business and legal workflow stages—ingesting, enriching, collaborating, executing, and storing content—but highlighted that many firms are still relying on error-prone manual methods or siloed systems that require expensive integrations.Here are some highlights from Scott’s overview. Some highlights from Scott’s overview: Simplifying Data Collection and AutomationScott highlighted how Box Forms enables organizations to collect critical user data (e.g., accident images and forms), which is then automatically applied as metadata to uploaded files. Customized form builder supports brand experiences. Metadata can be ad

Can box generate a list of downloaded/uploaded files?

For Box Community members, if you’re working on gaining your training certification for the Box Intelligent Content Expert and should you need to re-take the exam (which you can do as an 80% pass score is required),  here’s guidance on how to navigate the site and re-take the exam should you need to do so.  I was unsuccessful in my first exam attempt so had to study-up and retake it.  So, if you find yourself in this position, here’s the guidance that might be helpful:  You should be able to retake the exam by navigating back to the exam on training.box.com. You should see a button that says “Review”. This will take you back to your exam where you can click “Retake Questions” in the top-right to retake the questions you missed! 

Text Input Field Validation enables users to configure validation settings when using text input fields to ensure senders are entering correct data when completing signature requestsWe are excited to introduce Text Input Field Validation in Box Sign, ensuring that the information entered into text input fields when completing signature requests meets the predefined rules, format, and naming convention defined by senders and template creators.With field data validation, users can ensure and maintain accurate field entry, minimize incorrect data entry errors, and streamline signing experiences for their recipients.Users can configure different validation options to ensure the right data is applied by recipient to fields, including:Numbers: Automatically checks for numbers using 0 to 9 with no spaces and the option to include a period or comma in between the numbers. Email: Ensures the standard email address format (username@domain.tld) is used. Date: Confirms the proper date format based

Securely Store Gravity Forms Uploads in Box.comIf your Gravity Forms submissions include files and documents, the Gravity Forms Box.com Integration Premium Add-on is the perfect solution. It provides a seamless way to upload and organize files in your Box.com account—automatically and securely. Say goodbye to manual file handling and enjoy a faster, cleaner workflow.What is the Box.com Integration Premium Add-on?This add-on connects Gravity Forms directly with Box.com, allowing you to automatically send uploaded files to your cloud storage. Simply choose the upload field and destination folder, and the add-on takes care of the rest. Whether you're collecting resumes, proposals, or any other documents—files are sent to Box instantly, without ever touching your WordPress server.Key Features:Direct File Upload to Box – Instantly send uploaded files from your form to your Box.com account.Upload Field Selection – Choose the exact file upload field to sync—ensuring accurate data routing.Fold

Artificial Intelligence (AI) adoption in higher education poses unique challenges and exciting opportunities. In a first episode of the "AI First" podcast, hosted by Jon Herstein, Chief Customer Officer at Box, and featuring Kemal Badur, Chief Technology Officer at the University of Chicago, the two leaders explored the vital steps required to integrate AI into organizations, with higher education as the focal point. Podcast available on YouTube: https://youtu.be/0UYKwKDvyjo I Audio Versions: Apple Podcast & Spotify This post summarizes the key takeaways from their conversation: 1. Humility and Transparency: The Foundation of AI LeadershipAs organizations embark on the AI journey, Kemal emphasizes the importance of leading with humility and transparency. Advocacy for AI must feel collaborative, rather than dictatorial or overly fanatical about its possibilities."None of us know everything. It is impossible to tell where these things are gonna go. So if people start seeing you as an

Box has launched powerful new AI features to help you confidently and securely use AI across your business. Here’s what you need to know:  Enhanced Extract Agent (General Availability) Delivers highly accurate, transparent data extraction from complex documents with clear reasoning for each result. Legal teams can instantly surface exclusivity clauses in thousands of contracts, saving days of manual review. Remote MCP Server (Beta) Securely connects external AI agents (like Microsoft Copilot Studio or Salesforce Agentforce) to Box content while maintaining strict access controls. IT can enable multiple AI tools without building custom integrations, ensuring all agents respect existing permissions. AI Units & Model Tiers Provides predictable, transparent AI costs with Standard and Premium model options. Finance teams can align spend with workload needs and avoid surprise bills as automation scales up. Box AI Studio Enhancements Offers more control

Here’s a roundup of the latest conversations, expert insights, and exciting announcements. This week, we’ve got a lot to unpack: from product updates and beta opportunities to standout member contributions and trending discussions you won’t want to miss.  🎖 Become an Intelligent Content Management Expert! 🎖 Streamline your deployment with advanced Box training Lead your organization into a new era of AI and automation Showcase your expertise with a LinkedIn badge Join an exclusive community of certified Box experts 📢 Don’t miss out—take the next step in your Box journey today.  Ransomware Activity Detection - Private Beta [Starting Soon!]We are looking for participants to join our Box Shield Ransomware Activity Detection private beta, giving your Box admins a sneak peak of our new detection model monitoring activity across your Box environment. Private beta opportunity: Box Drive External Drive support on macOSWe’re seeking 5-8 organizations to participate in a private beta to

The AI knew just what to doWe’re living in the Wild West of AI. Where humans and machines are learning to work together in real time. At Bubo Defense, we’re exploring that frontier with agentic workflows that understand context, act with purpose, and keep the human in the loop.In this example, our man Ralph Johnson combines mxHERO, Box AI and Model Context Protocol (MCP) and Anthropic’s Claude experience to deliver a seamless sales handoff that feels more like a trusted companion than a cold restart. Ralph’s colleague Ava left the scene, but his agent had his back and allowed him to keep his customer happy. 🧠 Context-aware💬 Conversation-ready🤝 Always on⚙️ Executes with intent✨ The AI knew just what to do. Read the story. Try it yourself. https://medium.com/box-developer-blog/mcp-solution-sales-account-management-seamless-handoff-e1e8cfa3dafa Contact the humans, they are happy to help. - contact@bubodefense.com 

Im ussing the free version. where it says I have 5 docs to request signature. I did it for the 1st one and it worked perfectly. Im trying to add the 2nd file and its asking me to change to a paid version. 

Organizations can now dynamically generate custom documents in .DOCX format, enabling them to collaborate on documents after they are generated, including the ability to edit, redline, and more.We are incredibly excited to release the ability for users to dynamically generate custom documents in Microsoft Word (,docx) format when using the Box Doc Gen outcome in Box Relay!In February 2025, we released the Box Doc Gen outcome in Box Relay, enabling Enterprise Advanced customers with the ability to configure Box Relay workflows to automatically leverage Box Doc Gen templates to generate custom documents in seconds. However, users leveraging the Box Doc Gen outcome in Box Relay could only generate custom documents in PDF format, which limits the ability for them to edit and collaborate on generated documents.With this new capability, users can now edit and collaborate on documents in Microsoft Word even after they've been generated using the Box Doc Gen outcome in Relay.You can leverage t

Conditional signature requests outcomes in Box Relay enable users to end workflows if signature requests are declined, cancelled, or expiredWe are incredibly excited to release conditional signature request outcomes when using the Box Sign outcome in Box Relay! When using the 'A Sign Event' trigger in Box Relay, users can configure a number of different outcomes based on whether a signature request is completed, cancelled, expired, or declined. This includes applying metadata templates, classifying signed documents with corresponding Box Shield policies, assigning a task or notification, applying a watermarks signature request documents, and more. However, previously, these outcomes were automatically triggered the moment a signature request is finalized regardless of the final signature request status. With this new capability, users can now configure separate, additional outcomes that are dependent on whether a signature request is completed, cancelled, expired, or declined. For exam

Box Apps permissions enable users to collaborate on Apps with other users and configure what actions and permissions are available for themWe are incredibly excited to announce enhanced collaborator permissions for Box Apps, enabling customers with the granular permissions settings they have come to love in other popular Box products, like Box Hubs! With this new feature, Box Apps users have access to the following collaborator permissions when sharing Apps with other users:Two new enterprise level permissions: Enterprise Admin Box Apps Manager Four new permissions that apply to specific Apps: Owner Co-Owner Editor Viewer The following Enterprise level permissions are available for Enterprise Admins and box Apps Managers: Admin Console Actions:  Enterprise Admin Box Apps Manager Enable Apps access for certain users or groups of users ✓   Enable Apps management for certain users or groups of users ✓   Create metadata templates ✓    Box Apps Actions:  Enterpris