Getting started in the community

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. 

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

I created a folder and am trying to add someone as a collaborator (editor). When I send the invitation, I immediately get an email message saying that he has accepted the invitation, but he hasn’t. When he tries to log in using the link, it wants him to create a new account and pay for it. What am I doing wrong? Thanks!

  🎤 Julio Lopez-Brito 📍  Miami, FL 💻  Sensible Money, Financial Planner & Tax Specialist 💛  Retirement Planning, Taxes 🎨 I am a tax nerd

Thanks to special guest Vikram Jahhav CIO, Lacers along with ​@MMasood Box and  Mark Talley for Wednesdays overview of LACERS digitization journey for their retirement systems.  Highlights, video clips and slides below.Lacers digital transformation journey. Recording clip hereDemo of retirement systems. Recording clip here  Digital Transformation at LACERs: Vikram, the CIO for the City of LA's pension system, shared his journey transitioning LACERS retirement services from paper-based to fully digital operations, with ​@MMasood Box  Core areas of IT scope include customer experience, administration, contracting process (vendors, partners, etc) Advent of cloud enabled beginning of digitization journey, which accelerated during COVID Once staff were comfortable with digital flows such as e signature, began expanding into functions such as project management and retirement portal and now looking at AI enabled pension admin software Change management for digitization and ho