- 🎤 Name: Nima Nurbakhsh
- 📍 Location: Sacramento, CA
- 💻 Organization + Role: Project manager
- 💛 Areas of Expertise (Investor relations)
Hi community, I am seeking to use Box to replicate a data room where by internal firm and our external clients are able to access a set of documents. We are required to have new users read a legal disclaimer given the nature of documents - however I am having a hard time setting up a relay which replicates this. The workflow I am looking for is:
- Invite new user
- User must read through legal disclaimer
- User verifies they read it
- User can access the folders with documents
They only need to read through once but if it pops up every time that is ok. Thank you!!