Box Integration

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Using Box with AdaptiveWork

The Box integration improves AdaptiveWork's collaboration capabilities by giving you the ability to link existing BOX files to AdaptiveWork entities like projects, milestones, tasks, cases and easily manage your sharing with the rest of your team through AdaptiveWork.

Associating your Box Account to AdaptiveWork

Linking Box Files and Folders to AdaptiveWork Items

Adding a Box File or Folder

Customizations

Annotations

Associating your Box Account to AdaptiveWork

Users can associate their accounts to BOX either:

Automatically when attempting to add a BOX file for the first time
Or
From the 'My Details' page

To associate the BOX account from the 'My Details' page

Click your name in the Masthead and select the "My Details" option
In the Profile card, click on "More Info"

Locate the "Integration Settings" field under the "Personal Details" section and click on "edit..."
Alternatively, you could search for the "Integration Settings" field in the properties card search bar at the top right hand corner of the card.

The Integration Settings window appears
Click Associate with Box Account

You will be redirected to BOX
Enter your BOX credentials
Click Authorize
Confirm access to BOX

Your account is now associated to BOX
To remove your BOX account association, click Remove Association

Note: If the box viewer is blocked, you may need to add the following URL to your organization's firewall exceptions:
https://clarizen-production.app.box.com

Linking Box Files and Folders to AdaptiveWork Items

You can link a Box file anywhere you can add new files simply by clicking "Add Related", selecting "Files", and then selecting the "Box" tab.

Linking your first box file to AdaptiveWork will create an association between the two accounts.

Adding a Box File or Folder

Navigate to the Add File window via one of the methods described in the Adding Files page.
Click
Click
The Choose a Box Doc find window opens.
Select the intended Folder or File,create a new folder, or upload file to Box and click

Note:

You can use the search field to quickly locate the file you are looking for.

Define the Name field.
Click to select a category for the Document Type field.
Enter a description to the Description field.
Click
The data is sent to the server, a message confirms the action, and the selected Box folder is added to the item.

Upload a new file to Box

Follow steps 1-3 in Adding a Box Item above
Select a folder in which you want to save the new file
Click
The OS browse window opens
Locate the file you wish to upload and click Open
Continue with step 5 through 9 in Adding a Box Item above

Creating a New Folder in Box

Note:

You can also create a folder using custom actions.

Follow steps 1-3 in Adding a Box Item above.
Select a folder under which you want to create the new folder.
Click
The Create Folder window opens
Type the new Folder name
To copy the content of an existing folder:
1. Select the Copy content from existing folder checkbox
2. Click to locate and select the folder you wish to copy
Add the people who will have access to the folder in the Collaborators field

Note:

Collaborators will have both read and write permissions to the files in the folder.
Click .
Continue with step 5 through 9 in Adding a Box Item above.