Box
Description
The integration allows you to:
- Create automatically and organize a file structure in Box
- Access to the folders and files available in Box
- Let you team get quick and easy access to the files
- Share the direct link to the files
Files
When a file is uploaded into Box, it is automatically available in Skills Workflow.
- You can share your file by going into your document and easily select the file
- It will be available to add it into the document's description
- Or to post it on document's feed
Folders
Not all folders are synched between the two systems:
- To launch Box, click on the Cloud icon
- There's a root folder setup in Skills Workflow and in Box
- Projects must be active and marked as "Deliverable" in the tab "Info"
- Jobs must be active, marked as "Deliverable" and his parent as well
- To automatically create the Template Sub-Folders, it is necessary to mark both options in the Additional Information tab of Job
Box Folder field available in the Additional Information tab of each document:
- Will let you map to an existent folder's name
- Or to change the respective folder's name
Whenever a document is created in Skills Workflow, a folder is created under its parent document folder. The structure of the folders in Skills Workflow is:
- Root
- Client
- Project
- Jobs
- Sub-Jobs template
- Estimate
- Expense
- User
When a folder is created in Skills Workflow, it is created automatically in Box.
Synching
The synching is performed by a background process. Whenever a document is created or his folder name is changed in Skills Workflow, the process will replicate it in Box.
- The synching process is bi-directional
- Skills Workflow has a reference of the ID of the files and folders in Box
- The users will see the same file structure (starting on the root) in both systems
Configuring
To configure Box integration, it is necessary to:
-
Authorise a new Custom Application in the agency Box's enterprise settings.
- Skills Workflow key: 0sywrz73q25ejuk6lfo1xx7su6rsd1bi
-
Configure in Skills Workflow the agency box's Enterprise ID (available in Account & Billing Box's menu)
