Getting started in the community

  🎤 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

Thanks to ​@sparkgridsoftware  Jackie Wucher, and ​@amandanielsen Box for yesterday’s overview of the Box Partnership with SparkGrid software and also the demo of the latest enhancements to the Box and HubSpot connector. You can find the recording here and summary below: SparkGrid & Box Connector: What You Need to KnowChris and Jackie from SparkGrid introduced the Box Connector for HubSpot, a game-changing tool for managing files and workflows directly within HubSpot. Their presentation centered on its features and potential to boost productivity. Key functionalities showcased include: File Management: Organize and interact with Box files seamlessly within HubSpot. Workflow Automation: Automatically trigger actions and streamline business operations without manual intervention. Box Sign Integration: Send dynamic documents for electronic signatures directly within HubSpot, saving time and ensuring a smoother workflow. File Requests: Easy creation and management of requests to

Admins and co-admins can enable or disable the ready-sign link validation email for all ready-sign links initiated across their account or for specific users and groups when creating or modifying ready-sign link templatesWe are incredibly excited to announce the ability for admins and co-admins to configure email validation settings for recipients who initiate signature requests when using ready-sign links in Box Sign! By default, when a ready-sign link is enabled through a reusable template, the recipient who initiates the ready-sign link signature request is required to validate themselves via a one time password that is sent to them via email before they can gain access to the signature request to complete it and enable the request to continue to the next step. This can create a number of different potential issues for organizations that are looking for a quick, self-serve way to create fillable and signable documents that they can embed anywhere they choose to collect e-signature o

Hello! I am John Maselli Houston <TX Small Business Owner I help small businesses find financing when banks say no.  I’ve been doing this longer than most of you have been alive

Thanks to Box Chief Customer Officer, Jon Herstein, Product Manager Steve Chiou and Product Marketing Manager, Michelle Syu for yesterdays overview and demo of Box Hubs and the Box support portal on Box Sensei. Thanks to all our guests who joined and participated in the Q&A.  Topics: Overview of Box Hubs - Recording clip here Demo of Box Customer Support portal on Box Hubs with Customer Q&A plus Box Apps overview - Recording clip here Please see here for the full recording and full slide deck here (temporary link)    

現在作成しているシステムを複数のPCに導入し、AccessDBを使用し通信をしようとしています。今回はBox内にDBを設置し、Box Driveでローカルに落とし、共有しようとしています。皆さんはどう思いますか？

I am trying to creat a new task from the iOS app and  there is no option to do so in the comment/activity screen like I’m used to seeing in the web version.  Furthermore, I can use the web version to create the task on my mobile device but when I try and log in to the web version it automatically opens the box app instead of loading the web interface. 

Hi everyone,I’m Prakash Hinduja, a strategic advisor based in Geneva, Switzerland. My work focuses on global finance, sustainable innovation, and digital transformation. I'm exploring new tools to streamline collaboration and secure data management across teams and clients—and that's what brought me to Box.I’m just getting started with the platform and would love your input:    How can I best use Box.com to support business operations such as secure file sharing, team collaboration, and client data organization?More specifically:    How do you set up folder permissions for different client groups or departments?    What are the best practices for collaborating with external partners securely?    Is there a way to integrate Box with tools like Outlook, Salesforce, or DocuSign for a smoother workflow?I’d appreciate any suggestions, examples, or tips from your experience. Excited to learn more and get the most out of Box for my work.Thanks in advance!

 The Box Doc Gen Template Creator Add-In for Microsoft Word enables users to upload images when dynamically generating documentsWe are incredibly excited to announce full image support for Box Doc Gen templates! This feature enables users to dynamically merge PNG and JPEG images directly into Box Doc Gen templates when leveraging the Box Doc Gen Template Creator Add-In for Microsoft Word. Previously, in order to populate Box Doc Gen templates with images, users can only request a Base64 string, which limited their ability to generate well-formatted custom documents with images. This feature streamlines the Box Doc Gen template creation process and provides a much more user friendly and frictionless experience.Box Doc Gen empowers teams to automatically generate custom, error-free documents ina matter of seconds — reducing turnaround times, mitigating risk, and eliminating manualdata entry while improving operational efficiency. With just a few clicks, you can leveragedata from any data

Thanks to Chirine Chartouni, Micajah Dudley, Fernando Cerenza and Johnathan Horton from our product, marketing, and partnership teams for yesterday’s great overview of the Box and Microsoft partnership and integrations. Thanks to our customer guests who joined and participated in the Q&A. You can find the full recording here or segments and slides below.  Agenda item 1 - Overview of Box and Microsoft Partnership and major integrations with M365 plus customer Q&A.  Recording clip hereBox and M365 Office App Box for M365 Co authoring on Desktop Box for Microsoft Teams Box for M365 OutlookAgenda item 2 - Box integrations with Microsoft AI. Recording clip hereBox for Microsoft Copilot (via Microsoft Graph) Box AI Agent for M365 Co pilotAgenda item 3 - Customer questions on Box and Microsoft integrations. Recording clip herelive customer Q&A on all aspects of the integration If you are Enterprise Plus or Advanced and are interested in our Box Agent for M365 Copilot beta please l

Anyone, is there any article explain/show and compare in details about, the API (API Access/Creation) and Application integration (Maximum App Integrations) limits between Box Business Starter and Box Business Plus?

Box is emerging as an AI First company. We have an initiative to share how we, as Boxers, are using Box AI in our day-to-day work to improve efficiency. Here is the presentation that I gave on using Box AI as a Solutions Engineer at Box to answer customer questions and produce convincing demo content. Let me know what you think!   

Users can invite collaborators to specific Apps, including the ability to customize the email message sent to each inviteeIn January 2025, we introduced Box Apps, enabling teams to streamline business processes and accelerate daily work with no-code, purpose-built apps that include custom dashboards, metadata views, and integrated content workflows. As a follow up to the release of Box Apps, we are incredibly excited to announce enhanced email notifications in Box Apps, enhancing communication between Box Apps admins and end users by automatically alerting end users when an App is shared.With this new feature:Email notifications will automatically be sent to end users whenever they receive permission to use a specific App. Users will be promptly informed about their access, enhancing overall user experience and engagement with the App without delay. Users save significant time with a reduction in manual effort in communicating App access to other users.With Box Apps, teams can work wit

I know you can trigger a Relay event when a file is uploaded but is there a way to do so when a file is update/new version uploaded to an existing file?

How do I upload paper filed returns so I know that they will be included if we receive notices?

Thanks to Doug Barbin,, President and National Managing Principal, Schellman,  Tom Cowles Chief Compliance Officer, Box, and Jason Lorber AVP, Box, for yesterday’s expert session on managing Controlled Unclassified Information (CUI): and Strategies for Federal Contractors. Please see below for recording and highlights. ResourcesCMMC Resources and Documentation. Link Topic                                     Slides/Notes Introduction and goals of Community from Jason Lorber and Tom Cowles Recording clip here   CMMC Program Introduction by Tom Cowles Recording clip here                                     CMMC Implementation overview with Tom Cowles and Doug Barbin Recording clip here   Customer Q&A with Tom, Doug and Jason on CUI and CMMC Recording clip here   Wrap up and next steps Recording clip here          

Thanks ​@DonHammons  ​@RobBlain for yesterday’s overview of secure content management with email for Northern Rockies Municipality and also to ​@Meena Ganesh Box for sharing her perspective on AI for public sector. Please see below for recording clips and highlights. ResourcesmxHERO and Box linkBox AI Agent announcement link  Topic Slides/Highlights Overview of Northern Rockies content and email integration with Box and mxHERO   Recording clip here   Advantages of using mxHERO with Box with customer Q&A: Improved Collaboration Automation Interoperability Value and Digital Hygiene   Recording clip here   Why AI now for State and Local Government (SLED)?   Overview of AI benefits Box Hubs Box AI Studio - playground and choose your own model Building blocks of AI agent instructions SLED use cases with AI custom agents Customer use cases   Recording clip here     Evolution of AI  What is an AI a