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.
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
Navigate to admin and select all integrations
Look for the Box integration under File Storage
Click add and Integrate to install the integration
On the review data permissions page select Next
Under select permissions click read and write
Sign into Box and select grant access to Box to provide Vendr permission to access your Box account
🎉 Congrats! Your integration is now connected.
Next Steps
Permissions
Installing the integration will grant Vendr the following permissions to your Box account.
👁️ 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