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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

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Posting file's link on the Project's feed

Folders

Not all folders are synched between the two systems:

  • To launch Box, click on the Cloud icon

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Cloud button to open box
  • There's a root folder setup in Skills Workflow and in Box

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Root folder in Box
  • Projects must be active and marked as "Deliverable" in the tab "Info"

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Mark as Deliverable in the option available in the "Info" tab
  • 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

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Automate job's folder creation in Box

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Automate job's folder creation in Box

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

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Files structure is created automatically

When a folder is created in Skills Workflow, it is created automatically in Box.

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Folder structure 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:

  1. Authorise a new Custom Application in the agency Box's enterprise settings.

    • Skills Workflow key: 0sywrz73q25ejuk6lfo1xx7su6rsd1bi
  2. Configure in Skills Workflow the agency box's Enterprise ID (available in Account & Billing Box's menu)

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Authorize new app in box

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Fill in Skills Workflow API Key

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Box's Enterprise ID