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Box

Automatically upload documents into a designated Box folder

Chris Morris avatar
Written by Chris Morris
Updated over a week ago

This article applies to:

Admins

Premium Procurement

Estimated time: Less than 2 mins

About this article

Save time by uploading documents directly from Vendr workflows to a Box folder. This article covers the process of installing the Box integration for use in Automations.

How it works

Vendr's Box integration streamlines document management by automatically uploading documents from Vendr workflows to a designated folder. When a document is uploaded to Vendr, it triggers an automation to sync the document to your specified Google Drive folder, ensuring all your important documents are securely stored and organized in one place. You can easily create automation rules to configure which document types are synced and to which folders in just a few clicks.

Common uses of the Box integration

Backup signed agreement (NDA, MSA, order form)

Effortlessly store all your documents in one secure Box folder. This ensures easy access and organization, keeping all your important files in a single, protected spot.

Maintain Your Centralized Data Governance Process

Upload all your supplier documents to your file storage system to ensure adherence to your data governance strategy and content lifecycle management, reducing risk and maintaining compliance.
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Share Documents with External Collaborators and Teams Outside of Vendr

Easily provide access to documents for teams and users who are not in Vendr or are external collaborators. Securely share specific files and folders with outside parties, ensuring they have the necessary permissions to view, edit, or comment on documents.

Overview

To effectively integrate and utilize the Box integration within your Vendr workflows for enhanced document management and procurement processes, you will:

Requirements

  • Must be a Vendr admin

  • Must have access to Vendr Automations

Install the integration

  1. Navigate to admin and select all integrations

  2. Look for the Box integration under File Storage

  3. Click add and Integrate to install the integration

  4. On the review data permissions page select Next

  5. Under select permissions click read and write

  6. Sign into Box and select grant access to Box to provide Vendr permission to access your Box account

πŸŽ‰ Congrats! Your integration is now connected.

Next Steps

Permissions

Installing the integration will grant Vendr the following permissions to your Box account.

πŸ‘οΈ Vendr will be able to view:

  • Data about your files

  • Data about your folders

  • Data about your groups

  • Data about your users

  • Data about your account permissions

🫳 Vendr will be able to do:

  • Create files

  • Create folders

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