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Add Files from to SmartSuite
Add Files from to SmartSuite

Easily add existing files from to your SmartSuite records

Peter Novosel avatar
Written by Peter Novosel
Updated over a week ago

What is

Box, often referred to as, is a cloud content management and file sharing service that allows businesses and individuals to securely store, manage, and share their files and documents. Box provides a platform for collaborating on documents, presentations, images, and other types of files.

Box serves a wide range of industries, from small businesses to large enterprises, helping them manage their content, improve collaboration, and maintain data security. It's commonly used for document management, project collaboration, client communication, and file sharing needs.

How Can I Use Files From Box in SmartSuite?

SmartSuite has a native integration with Box that allows you to select a file from your existing Box account and copy it into SmartSuite. Box files are available anywhere in SmartSuite where you use the file picker control, which includes:

  • Files & Images fields. You can select files from Box and attach them to a Files & Images field, just like you would when you select a file from your computer.

  • SmartDocs. You can use files from Box when inserting an attachment, image or video.

  • Comments. When you add an attachment to a comment, you can select Box as the source for the file(s).

  • Solution Guides. Every Solution Guide (accessed from the Solution drop-down menu) is really a SmartDoc, and as such supports file attachments, images and videos you select in Box.

  • Communications Center emails. If you choose to upload a file attachment in an email in Communications Center, Box is one of the options to pick files from.

Selecting any of these options will open the file picker:

Box option in file picker

Connecting to Box

The first step in connecting your Box account is clicking the Connect Box button in the file picker control. You will be prompted to log in on Box's website. Enter your email and password (or use single sign-on if your account is configured for it) to proceed.

Log in to the service

You'll be presented with a notice that SmartSuite will be granted the ability to read and write to all of your files and folders in Box. Click Grant access to box to continue.

Permissions notice

At this point you will be returned to the file picker, with your Box folders and files displayed. Simply select one or more to attach them to the record, comment or other SmartSuite input that supports files.

The file picker allows you to view the selected files, and the click Upload to load them into SmartSuite.

File Selector FAQ's

How do I attach a file to an email in Communications Center?

When you create a new email, click on the Attach File button. Select Upload Files and the file selector will be displayed. You can then then attach files from:

  • Your device

  • From a Link (URL)

  • Take a Phone (requires a camera on your device)

  • Box

  • Dropbox

  • Google Drive

  • OneDrive

  • OneDrive Business

Add a file attachment to an email

How do I attach a file, insert an image or display a video in SmartDoc?

Type a forward slash ( / character) at the start of a new line and start typing insert. You'll be able to:

  • Insert Image

  • Insert View

  • Insert Attachment

Selecting any of those options will open the file picker where you can insert the file, image or video from any of the sources listed above as well as:

  • Facebook

  • Instagram

  • Upsplash (a platform that offers royalty-free images)

Insert file in a SmartDoc
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