SmartSuite’s native integration with Box.com allows you to seamlessly add files to your records, enhancing collaboration and document management. Here's how to get started.
Plan Availability | All plans |
Permissions | General Access |
Related Reading |
What is Box.com?
Box.com is a cloud content management and file-sharing platform that enables businesses and individuals to:
Securely store, manage, and share files.
Collaborate on documents, presentations, images, and more.
Improve productivity while maintaining robust data security.
Box is widely used across industries for:
Document Management
Project Collaboration
Client Communication
File Sharing Needs
How Can I Use Files from Box in SmartSuite?
SmartSuite’s integration with Box allows you to attach files directly to:
Files & Images Fields: Select files from Box and attach them to a field.
SmartDocs: Add attachments, images, or videos from Box.
Comments: Include Box files as attachments in your comments.
Solution Guides: Attach Box files to SmartDocs accessed from Solution drop-down menus.
Communications Center Emails: Upload file attachments for emails directly from Box.
Selecting Box as a source opens the file picker, where you can choose your desired files.
Connecting to Box
To connect your Box account to SmartSuite:
Open the File Picker:
Use any feature that supports file attachments (e.g., Files & Images field).
Click Connect Box:
You’ll be prompted to log in on Box’s website.
Log In to Box:
Enter your email and password, or use single sign-on if configured.
Grant Access:
Approve SmartSuite’s access to read and write files.
Select Files:
Browse your Box folders, select files, and click Upload to add them to SmartSuite.
Using the File Picker
Attaching Files in Communications Center Emails
Open the Communications Center.
Click Attach File while composing a new email.
Select Box from the available file sources in the file picker.
Choose your files and attach them to the email.
Adding Files to SmartDocs
Type
/at the start of a new line in your SmartDoc.Start typing
insertand select an option:Insert Image
Insert Video
Insert Attachment
Use the file picker to attach files from Box or other supported sources, including:
Facebook
Instagram
Unsplash (royalty-free images)
Benefits of Using Box with SmartSuite
Streamlined File Management: Quickly access and attach files from Box without switching platforms.
Enhanced Collaboration: Share project-relevant files directly within SmartSuite.
Secure Integration: Maintain Box’s robust security standards while using your files in SmartSuite.
By integrating Box with SmartSuite, you can efficiently manage files and enhance your workflows.