Getting started in the community

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

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. 

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 outco

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, prev

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 A

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: Vikra

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

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 orga

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

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

 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 sec

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 w