Wherever SmartSuite shows the file picker, you can choose Box, sign in to Box and pick files. SmartSuite uploads a copy of each file to the place you started from.
That can be a Files and Images field, a SmartDoc, a comment, a Solution Guide or a Communication Center email.
Example: a vendor sends its SOC 2 report through the company's Box folder. The vendor risk analyst opens the vendor's record, picks the report from Box in the Evidence field, and the record keeps its own copy.
Plan Availability | All plan types. Uploaded files count toward the workspace storage: 50 GB on Team, 100 GB on Professional, 500 GB on Enterprise and Signature. |
Permissions | Any member who can edit the record, SmartDoc or comment. You need a Box account. |
Platform | Web |
Related Reading |
Where can I use Box files?
Files and Images fields: attach files to a record.
SmartDocs: insert an attachment, an image or a video.
Comments: attach files to a comment.
Solution Guides: they are SmartDocs, so the same options apply.
Communication Center emails: attach files to an email.
Connecting Box and uploading
Open the file picker from a field, a SmartDoc, a comment or an email.
Select Connect Box. Box's sign-in page opens.
Sign in with your Box email and password, or with your company's single sign-on.
Approve SmartSuite's access to read and write files.
Browse your Box folders and select one or more files.
Select Upload. The files attach to the record, comment or field you started from.
The file picker opened from the Attachments field of an evidence record, with Box in the list of sources.
Note: SmartSuite keeps a copy, not a link. Later changes to the file in Box do not reach the record.
Frequently asked questions
How do I attach a Box file to an email?
How do I attach a Box file to an email?
In the Communication Center, create the email and select Attach File. Choose Box in the file picker and pick the files.
How do I insert a Box file in a SmartDoc?
How do I insert a Box file in a SmartDoc?
Type / at the start of a new line. Choose Insert Image, Insert Video or Insert Attachment, then pick Box in the file picker.
Does SmartSuite keep a link to the file on Box?
Does SmartSuite keep a link to the file on Box?
No. The picker uploads a copy into SmartSuite, so the record holds its own copy. To keep only a link, store the Box link in a Link (URL) field instead.
Which other sources does the file picker offer?
Which other sources does the file picker offer?
Your device, a link and several cloud storage and photo services. Open the picker to see the sources available to you.
Need more help? Ask the SmartSuite Community, where builders, administrators and the SmartSuite team answer questions about building on SmartSuite. For your account, billing or data, select the chat button in the lower-right corner of SmartSuite to reach support.
Last verified 1 Nov 2026.