Box strives to increase your productivity by leveraging our cloud content platform in the applications you work in every day. With this in mind, we have built Box for Office to help you create, edit, and share your documents more effectively.

 

Box for Office includes Box functionality for key Office products—Microsoft Word, Excel, PowerPoint, and Outlook—in a single app. 

 

 

 

Introducing Box for Office

We have integrated essential Box functions into the Backstage view of the most popular Office applications. Now, right from within Word, Excel, and PowerPoint on desktop and mobile, you can:

  • Open files from Box, with easy access to recently accessed files and folders
  • Save files to Box, even with documents from your desktop
  • Access Box options directly from the ribbon in Office apps 
  • Generate Box shared links and control their permissions

In addition, from Outlook you can:

  • Save attachments to Box from incoming email
  • Easily send links to files already stored in Box
  • Convert outgoing attachments to Box shared links

Learn how other customers are taking advantage of the Box for Office integration:

 

Installing the Box for Office Desktop Integration (DESKTOP)

Note: Integration with Office desktop applications is only available for computers running Windows.

 

For Individuals

Prerequisites

  • Windows 7 or higher
  • Microsoft Office 2010 or higher
  • .NET 4.x or higher (will be handled by installer)
  • Visual Studio Tools for Office (will be handled by installer)
  • Administrative rights

Note: The installation package requires admin rights to include an auto-updater service so Box for Office can seamlessly be upgraded in the background in the future.

 

Installation

  1. Download the setup package for individuals.
  2. Run the setup package, providing administrative rights as needed.
  3. Open Microsoft Word, Excel, or PowerPoint and navigate to the full Open menu. (May need to use the Open Other Documents link from the initial screen.)
  4. Choose Box as a source to open files from, and sign in with your Box account credentials.
  5. Once logged in, you can log out from any of the Open/Save/Share pages as well.

 

Uninstallation

You can uninstall Box for Office via Programs & Features in Windows, or by running the installer again and choosing the Uninstall option. 

 

For Admins

We support pushing Box for Office as an unattended installation using an MSI.

  1. Ensure that prerequisites are installed separately, prior to running the MSI:
  2. Download the Box for Office MSI and deploy it in your environment. There are no configuration options for this installer.

 

Box also provides two different scripts for system administrators to remove Box for Office installations.

 

The following procedure can be used to uninstall Box for Office installations: 

  1. Open the Group Policy Management Console.
  2. Expand Forest, Domains, and the domain. Right-click Group Policy Objects, and then click New.
  3. In the New GPO dialog, in the Script Name field, type Box for Office Uninstallation. Click OK.
  4. Right-click Box for Office Uninstallation under Group Policy Objects, and then click Edit.
  5. In the Group Policy Management Editor window, expand Computer Configuration > Policies > Windows Settings, and click Scripts (Startup/Shutdown).
  6. In the right pane, right-click Startup, and then click Properties.
  7. In the Startup Properties window, click Show Files...
  8. Download the uninstallation script, and save it to the folder that Show Files... opened. The script requires administrator privileges. To remove both new and old versions of Box for Office: https://app.box.com/s/9053q4mml05f43y7dwmd. To remove only old versions of Box for Office: https://app.box.com/s/4nxq3b94rd6beaag769p.
  9. Close Windows Explorer, and return to the Startup Properties window. Click Add...
  10. In the Add a Script dialog, in Script Name, click Browse..., and select the script you saved in the previous step. Click OK.
  11. In the Startup Properties window, click Apply, and then OK. Close the Group Policy Management Editor window.
  12. In the Group Policy Management Console, link the GPO to the domain or any organizational unit.  

 

Adding Box for Office Custom Tiles to Office.com

If you are the administrator of your enterprises Office 365 account, you can create custom tiles so that you and your users can launch Box for Office Online straight from your Office.com App Launcher. Currently, this feature is only fully supported for customers using the all new Box UI. Customers on the old user experience may be able to hit the file picker landing page but may experience degraded functionality.'

 

Note: Administrators must set up custom tiles following the steps outlined below before users will be able to pin these tiles to their app launchers. 

 

For Admins

  • Log into Office.com with your enterprise's Office 365 Admin account.
  • Click on the App Launcher in the top left corner.

custom tiles - 1

  • Click on the Admin tile. Office may ask you to sign in to Office 365 again.
  • Navigate to Settings > Organization Profile in the left-hand navigation bar.

custom tiles - 2

  • Scroll down to the Add custom tiles for your organization section, then click Edit on the right.
  • Click Add a Custom Tile. You will need to repeat this step three times to add three custom tiles, one for Word, one for PowerPoint, and one for Excel. 
  • Fill out the four fields as following for each respective application: 

Word

Title name Box for Word Online
URL https://box.com/officeonlineentry/word/d_0
Description Create and Edit your Word files with Box
Image URL https://cloud.box.com/shared/static/7em756cplzvw8t7zzrmhi11dds41xd5l.png

 

Excel 

Title name Box for Excel Online
URL https://box.com/officeonlineentry/excel/d_0
Description Create and Edit your Excel files with Box
Image URL https://cloud.box.com/shared/static/gjahvhkbbv7g103g416v646k1s7wwgx9.png

 

Powerpoint

Title name Box for PowerPoint Online
URL https://box.com/officeonlineentry/powerpoint/d_0
Description Create and Edit your PowerPoint files with Box
Image URL https://cloud.box.com/shared/static/jnbuxcfb56jxbx7iu6cz4rxlkq04mjrp.png

 

  • Click Save when finished. It may take approximately 30 minutes before the custom tiles are pushed out to your end users and available in the list of all their available apps. See Individuals section below for information on how users can add these directly to their App Launcher tiles.

Individuals

  • Log into Office.com with your O365 Enterprise Account.
  • Click on the App Launcher.
  • Click View All My Apps at the bottom of the launcher.
  • Hover over one of the Box for Office Online Custom Tiles, and click the ellipses (...)

custom tiles - 3

  • Click Pin to App Launcher
  • Repeat the last two steps for each custom tile you need to add (Word, Excel, PowerPoint).

 

Using Box with Microsoft Word, Excel, and PowerPoint

 

Opening Files From Box

Office 2013

Office 2010

Once in the Open menu, you can open a file from Box in one of two ways:

Click on a recently accessed file

Choose a recently opened folder to navigate or open a file browser directly to pick a file.

From the file picker, users have the following options:

Navigate up and down the folder hierarchy

Search for files anywhere in your Box account

Open the file from Box (triggering a download)

Note: Microsoft Office files will lock automatically when you open them from Box for Office.  They automatically unlock once you close the file.   

 

Saving Files to Box

Office 2013

Office 2010

If you previously opened a file from Box or previously saved a file as a Box file, you can use Control-s, or the normal Save menu to save a new version of that file. 

 

If you opened a file from the local desktop or other non-Box source, you can always save it to Box by using the Save As menu, which provides options to browse to a Box folder and save your file.

 

Note: When you save a file to Box, future saves go straight to Box as new versions of that file.

 

Generating Box Shared Links

Office 2013

Office 2010

 

The Share menu option is only available when there is an open and active file. When on this page, you have the following options:

Share a Link: Create a shared link for the file and copy it for use elsewhere. If the file was not already stored on Box, you are prompted to upload the file to Box on the spot.

Change the shared link access level.

Advanced:

Set an expiration date for a link (enterprise accounts only)

Allow downloading

Email link: Send the link using your system default e-mail client.

 

Ribbon Options

Right from the ribbon at the top of your Microsoft Word, Excel, and PowerPoint files, you'll see the following additional options to Share your file using Box, Upload your file to Box, or View on Box

 

Box and Office Online

For Individuals

Box is seamlessly integrated with Microsoft Office Online. This integration lets you create Microsoft Word, PowerPoint and Excel files in Box, edit them using the Office Online web applications, then save them directly back to Box without downloading additional programs or applications. In addition, our Office Online integration supports concurrent editing, so you and your coworkers can collaborate on documents in real-time.
 
Note: This integration only incorporates the Microsoft Word, Microsoft PowerPoint and Microsoft Excel web applications. If you are an enterprise Box user, you must have a business Office 365 account to use this integration. If you are a free Box user, you can use the integration without a Microsoft Office Online account. 

  

Creating Microsoft Files through Box and Office Online
To create a new Microsoft file in Box using Office Online:

Navigate to the Box folder you want to contain the new file.

Click New from the Box menu and select the type of Microsoft file you want to create.

When prompted, name your file. 

If you do not have Box Edit installed, Box will create your file and automatically open it in Microsoft Office Online. If you do have Box Edit, your file will open in your default desktop application. 

Box for Office Integrations - 1 
Note: Office Online auto-saves any changes you make in your documents so you don't need to manually save anything. 

  

Editing Microsoft Files through Box and Office Online
There are two ways you can edit Microsoft files in Box using the Office Online editor: through a file's context menu or through a file's preview page.
 
Note: Office Online supports editing for .xlsx, .pptx, and .docx files. Any 97 - 2003 files (.xls, .ppt, .doc) cannot be edited with Office Online. Additionally, the following file size limits apply when editing files with Box and Office Online:
 

Excel: 5MB

PowerPoint: 300MB

Word: Document must contain less than 100 million characters and load in less than 60 seconds

 
To edit a Microsoft file through its preview page: 

Navigate to the folder containing the Microsoft file you wish to edit.

Click on your Microsoft file to open its preview page.

Click on the Open button and select the option to open the file with Office Online editor.

Box for Office Integrations - 8
 
Any edits you make will automatically be saved back to Box.   
 
To edit a Microsoft file through its context menu:

 

Navigate to the folder containing the Microsoft file you wish to edit.

 

Hover over your Microsoft file and click the More Options drop-down menu in the file's right-hand icon list or right-click on the file.

 

Select Open with... followed by PowerPoint Online, Word Online or Excel Online, depending on the type of file you are editing.
Box for Office Integrations - 9 
Real-Time Co-Authoring
 
 
Box for Office Online now supports real-time co-authoring. Multiple people can edit a single document simultaneously, and all changes will be automatically saved back to Box. When multiple people are editing a document, their names will appear in the upper right corner. Your collaborator's text cursor will appear in a unique color, and their name will be displayed next to it.
 

 

For Admins

The Microsoft Office Online integration is enabled by default. You can disable it, or add your Office 365 Tenant ID, in the Apps tab of Enterprise Settings. Entering an eligible Office 365 Tenant ID will allow your users to use the Box for Office Online integration without needing to enter their Office 365 credentials. To find the integration settings, follow these instructions:

 

In the Admin Console, click on the Settings icon.

 

Select Enterprise Settings from the Settings drop-down menu.

 

In the top banner, click on the Apps button. 

 

Navigate to the Productivity Integrations section.
 
Note: This application is considered a published application. If Disable apps by default is turned on in Application Settings, then Box for Office Online will not be enabled by default.

 

Using Box with Microsoft Outlook 

Upload to Box and Attach to Your Email in One Step

If you're working on a local Microsoft Office file and want to share it with others, you can use Microsoft Outlook to simultaneously upload the file to Box and email it out to collaborators.
 
To upload and attach your files:

Click Upload and Attach from the Outlook Box ribbon menu. This will open a file picker.

Use the file picker to select which file you want to upload to Box as well as email to others and click Open.

Once you've selected a file, use the Upload to folder pop-up to select where you want the file to live in Box.

Choose an access level for this file from the Access drop-down menu and click Upload.

Once the file is in Box, a shared link will appear in your email draft. 

 

Send Links to Files on Box

When you are composing an email, you can insert shared links to files or folders stored in Box, and you can customize the link access levels.
 
To send a shared link:

Click Attach from Box from the Outlook Box ribbon menu.

Use the Attach from Box pop-up to select the file you want to share.

Choose an access level for this file from the Access drop-down menu and click Insert.

The chosen file will appear as a shared link in your email draft. 

 
Note: With the Box for Office integration, when you try to attach a file that is not in Box, you will be given the option of uploading the file to Box and sending as a shared link. You can simply dismiss the pop-up prompt and proceed with your local attachment if you don't want to upload that file to Box. Admins can now disable this prompt by pushing a configuration change.
 
To disable the prompt:

Open Registry Edit by going to the Start menu and searching for regedit.

 

In the left pane, navigate to HKLM\Software\Box\Box for Office\

 

In the right menu, right-click and select New > String Value. Name this new value OutlookPromptDisabled.

 

Right-click the newly created OutlookPromptDisabled value, select Modify, and set the Value data to “1”.

 

Fox x86 Office on X86 machines, replace the path in Step 2 with “HKLM\Software\Wow6432Node\Box\Box for Office\” 

 

Save Incoming Attachments to Box

When you receive an email (or multiple emails) with attachments, you can save the attachments directly to Box.
 
To save an email attachment to Box:

Open the email either in the Outlook preview pane or in an individual email window.

Click Save Attachments from the Outlook Box ribbon menu.

In the Save to folder pop-up, choose where you want to save the attachments from your selected email. Please note, you cannot save individual attachments to different locations, they all need to be saved to the same location.

Click Save to save all the attachments to your selected location in Box.

 
Note: To save attachments from multiple emails, multi-select the emails you wish to download attachments from and follow the steps above using the Outlook preview pane.
 

Convert Outbound Attachments Into Shared Links

You can automatically turn outgoing attachments into shared links when you compose a message and select files to attach from your computer. The files are uploaded to Box and the attachment is replaced with a shared link.

 

MOBILE

Box for Office - iOS Integration

You can use Microsoft's Office mobile applications (Word, PowerPoint, and Excel) to create and edit documents stored in Box. All paying Box users must have an Office 365 subscription with access to Microsoft Office iOS apps to make use of this integration.

  • Personal Box users can use the integration for free by signing in with a free Microsoft account. With a Personal Box account and free Microsoft account, users will have 'read only' access. With a Personal Box acount and a Paid Microsoft account, users will be able to make edits to content. The integration is available for iPhone and iPad.

 

Note: Both download and upload permissions are required to make use of this integration. You must be an owner, co-owner, editor, or viewer in a folder in order to open and edit files with an Office mobile app. You will not be able to use the Office iOS integration in folders in which you are an uploader, previewer, or previewer uploader. For more information on access levels, see What Are The Different Access Levels For Collaborators?.

 

Requirements: 

Your device must be running iOS 8 or above

The latest version of the Box for iOS application must be installed on your device.

The latest versions of the Microsoft Office mobile apps must be installed on your device.

An Office 365 account that has access to Microsoft Office mobile apps


Opening Office Files from Box

To launch an Office mobile application from Box for iOS:

Preview an Office file in Box by tapping on it

Tap the Open in... icon (see screenshot below)

Choose to open the file with the appropriate Microsoft app.

Box for Office Integrations - 12 

Files that are opened from Box will be saved back to Box by default. Office applications have AutoSave enabled by default, meaning that your documents will be saved automatically as you edit them. You can disable AutoSave in the file menu of your Office apps. If AutoSave is disabled, your changes will be saved to Box whenever you manually tap Save.

 

Opening Files in Box from Office Applications

To open files located in Box from an Office app:

Open the appropriate Office mobile app

Tap Open to open a file.

Tap Add a Place, then choose Box

You will be prompted to log in to your Box account

Grant Office access to Box

Box will now appear as a location when opening or saving files. You can open a file from any folder in your Box account. Only files that can be opened by the app you are using will be visible.

 

Saving Files to Box from Office Applications

To create a new file in an Office app and save it to Box:

Open the appropriate Office mobile app

Tap New to create a new file.

Open the File menu by tapping the icon in the top left corner

Tap Name or Save (if AutoSave is disabled) to bring up the Save As... menu

Tap Add a Place, then choose Box

You will be prompted to log in to your Box account

Grant Office access to Box

Box will now appear as a location when opening or saving files. You can choose to save your file anywhere in your Box account.

 

Note: This integration is not compatible with the Mark for Offline feature of the Box for iOS application. Due to the design of the Office iOS apps, the applications will attempt to download and re-upload the files from Box, which requires a network connection. You can open, edit, and save your work from other applications that do not need to download and re-upload the files. 

 

Box for Office - Android Integration

You can use Microsoft's Office mobile applications (Word, PowerPoint, and Excel) to create and edit documents stored in Box. The integration is enabled automatically. All paying Box users must have an Office 365 subscription to make use of this integration. Personal Box users can use the integration for free by signing in with a free Microsoft account.

 

Note: Both download and upload permissions are required to make use of this integration. You must be an owner, co-owner, editor, or viewer in a folder in order to open and edit files with an Office mobile app. You will not be able to use the Office iOS integration in folders in which you are an uploader, previewer, or previewer uploader. For more information on access levels, see What Are The Different Access Levels For Collaborators?.

 

Requirements: 

Your Android device must be running KitKat (v4.4) or above

The latest versions of the Microsoft Office applications must be installed on your device.

The lastest version of Box for Android must be installed on your Android device.


Opening Office Files from Box

To launch an Office mobile application from Box for Android:

  • Preview an Office file in Box by tapping on it
  • Tap the Open in... icon:

office android - 1

  • Then, choose to open the file with the appropriate Microsoft app.

 

To open Box files from Office Apps:

Download the Office apps from the Google Play Store.

After opening the app, select Open.

Select Other cloud storage

If you have downloaded the Box android app and are logged in, Box will be listed in this menu. Tap Box.

After choosing Box, you will be brought to the Box file picker. From here you can open any files in your Box account. 

Once you've accessed Box from your Office app, you can open, edit, and save Office files currently stored in Box. 

  

Saving Files Back to Box
Note: In order to save changes back to Box, you must be a paid Office 365 subscriber. Non-subscribers will only be able to save files locally or to OneDrive.
 
Auto-save is not supported in Office for Android apps, so remember to save early and often. To save your file back to Box, simply tap the Save icon in the top right corner of the document screen. A new version will be created in Box when you manually save your file.
 

 

Creating Files and Saving Back to Box
To create a new file and save it into Box:

Create a new file by selecting "New" from the main menu

Tap the Save icon in the upper right-hand corner of your Microsoft Office file.

In the pop-out menu, select Other cloud storage, then tap Box.

Office will open into the Box file picker.

Select the location to which you want to save your file, then tap Save.