Getting started in the community

Thanks to ​@Laryssa Box ​@TimDeGregori  ​@Meena Ganesh Box William Higgins for this yesterday’s overview of Box AI Studio and hands on enablement on Box Agents. Recording clips and highlights below. Full recording here Box AI Studio Update​@Meena Ganesh Box kicked off with an overview of Box AI Studio and upcoming enhancements. Recording clip here.      AI Agent demosWilliam Higgins and ​@TimDeGregori followed with live demos of Box Agents….a “Quiz Me” agent and a KYC agent. Recording clip here Wrap Final. wrap and discussion, recording clip here  

Our company has 27 seats and would like to increase another 1 seat to make 28.Is it possible? 

Unlocking Enterprise Transformation Through AI: Insights from IBM and Box In the latest episode of the AI First Podcast, ​@JonHerstein Box , Chief Customer Officer at Box, sits down with Matt Lyteson, CIO of Technology Platform Transformation at IBM, for a conversation about how artificial intelligence is reshaping enterprise workflows, productivity, user experience, and technology governance. This dialogue dives into IBM’s transformation journey and explores strategies for businesses navigating the evolving AI landscape.This blog post synthesizes key insights and strategies highlighted in the conversation, delivering a roadmap for organizations aiming to make the best out of the episode’s valuable lessons.  (00:00) Introduction to IBM's AI-first transformation Matt is helping IBM figure out how to deploy AI at scale “IBM is undergoing a massive transformation...figuring out “everyday AI”  bringing AI into every part of IBM” is how Matt describes IBM’s approach. From a personal perspec

I want a receipt for my $5,000 purchase of licenses. As my first time using it, I am disappointed that a receipt is not emailed or accessible after 17 minutes of hunting and pecking around your site.  What am I missing? Please email me a receipt for my purchase from 8-15-2025. Others appear to have the same problem - do you?

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 and recording clips.  Intelligent Content Management(ICM) for Legal Firms. Recording clip hereThe 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 support

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

The advanced signature request report gives admins and co-admins the ability to granularly track usage on signature requests sent by their users on behalf of their enterprise We are excited to introduce advanced signature request reporting for admins in Box Sign, enabling admins with the ability to granularly monitor and track signature request activity and usage across their account. This gives them the ability to closely track signature request completion rates as well as closely examine their usage for advanced features and authentication capabilities that are purchased as add-ons to their account.Admins can run and filter reports on signature request data and configurations, including:Request type, ID, origin, title, status, and flow Box Sign API add-on usage Number of documents Template name and creator Number of signers, recipients, and recipient groups Completion time Number of CAC/PIV signers And more!Admins can also configure the report date range, schedule the report to autom

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.