The Box integration improves Clarizen's collaboration capabilities by giving you the ability to link existing BOX files to Clarizen entities like projects, milestones, tasks, cases and easily manage your sharing with the rest of your team through Clarizen.

Associating your Box Account to Clarizen

Linking Box Files and Folders to Clarizen Items

Adding a Box File or Folder

Customizations

Annotations

Associating your Box Account to Clarizen

Users can associate their accounts to BOX either:

• Automatically when attempting to add a BOX file for the first time
  Or
• From the 'My Details' page

To associate the BOX account from the 'My Details' page

1. Click your name in the Masthead and select the "My Details" option
   
2. In the Profile card, click on "More Info"
   

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1. Locate the "Integration Settings" field under the "Personal Details" section and click on "edit..."
   Alternatively, you could search for the "Integration Settings" field in the properties card search bar at the top right hand corner of the card.
   
   The Integration Settings window appears
2. Click Associate with Box Account
   
   You will be redirected to BOX
   
3. Enter your BOX credentials
4. Click Authorize
5. Confirm access to BOX
   
   Your account is now associated to BOX
   
6. To remove your BOX account association, click Remove Association

Note: If the box viewer is blocked, you may need to add the following URL to your organization's firewall exceptions:
https://clarizen-production.app.box.com

Linking Box Files and Folders to Clarizen Items

You can link a Box file anywhere you can add new files simply by clicking "Add Related", selecting "Files", and then selecting the "Box" tab.

Linking your first box file to Clarizen will create an association between the two accounts.

Adding a Box File or Folder

1. Navigate to the Add File window via one of the methods described i n the Adding Files page.
2. Click
   ​
3. Click
   The Choose a Box Doc find window opens.
   ​
4. Select the intended Folder or File, create a new folder , or upload file to Box and click

5. Define the Name field.
6. Click to select a category for the Document Type field.
7. Enter a description to the Description field.
8. Click
9. The data is sent to the server, a message confirms the action, and the selected Box folder is added to the item.

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Upload a new file to Box

1. Follow steps 1-3 in Adding a Box Item above

2. Select a folder in which you want to save the new file

3. Click
   The OS browse window opens
4. Locate the file you wish to upload and click Open
5. Continue with step 5 through 9 in Adding a Box Item above

​Creating a New Folder in Box

1. Follow steps 1-3 in Adding a Box Item above
2. Select a folder under which you want to create the new folder
3. Click
   The Create Folder window opens
   
4. Type the new Folder name
5. To copy the content of an existing folder:
   1. Select the Copy content from existing folder checkbox
      
   2. Click to locate and select the folder you wish to copy
6. Add the people who will have access to the folder in the Collaborators field

   Note:

   Collaborators will have both read and write permissions to the files in the folder

7. Click
8. Continue with step 5 through 9 in Adding a Box Item above

Customizations

You can utilize the Box integration in various customizations, for example, create a Custom Action to create a Box folder.

Note: When adding the link for existing folders and files in customizations (Configurations), you must include the shareable URL link from Box.

1. Get the shareable link from Box.

2. Use the link in the Configurations setup.

Annotations

For more about Box preview and annotations, click here.