SeamlessDocs - Box
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      2. Electronic Document Management
      3. SeamlessDocs - Box

      PUBLISH REVIEW Configure Box

      Connect to Seamless Docs
      Connect to Box
      Configure Form to Box

       

      Connect to Box

      1. Login to the Velosimo Connect Admin.
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      2. Navigate to the “Authorizations” tab. Find 'Box' in the list. Click 'Authorize'.
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      3. You will be redirected to a login screen. Enter your email and password to your account and click 'Authorize'.
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      4. When prompted to grant Box permissions click 'Grant access to Box'.
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      5. You will then be redirected back to the Authorizations page and can confirm that Box is now authorized.
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      Configure Form to Box

      1. Navigate to 'Form Settings' and select a form.
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      2. Select the 'Box' tab.
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      3. Select 'Save docs'. Enter the folder name, then create the file name with SeamlessDoc fields.
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      4. Select 'Map fields' and select a template.
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      5. To add mappings click the plus icon on the right and select the desired Box fields.
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      6. Complete the mappings with the desired SeamlessDoc fields.
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      7. Optionally, to save an entry to a CSV file select 'Save CSV'. Enter the file path in this pattern: ‘/path/to/filename’. Once completed click 'Save'.box-ss-10