Box integration

In this article

Box is a cloud-based file sharing platform for business. You can learn more about Box, or sign up here.

How does this integration work?

Envoy integrates with Box to make it simple to share signed NDAs with your team. Once the integration is enabled, a PDF of each signed NDA will be automatically uploaded to the folder of your choice.

Note: If you have multiple visitor types, NDAs for all visitor types will file to the same folder.

Enabling the Envoy + Box integration

Note: You’ll need to be an admin on your Box account to complete this integration. Either become an admin or ask your admin for help before completing these steps:

  1. Sign into Box and create a folder to store your signed NDAs.
  2. Go to Integrations > All integrations.
  3. Under File sharing, find Box. Click “Install.”
  4. If prompted, log in to your Box account.
  5. Click the “Grant access to Box” button.
  6. Under Folder to save NDA files to, choose a folder from the dropdown.
  7. Click “Complete setup.”

How signed NDAs look

Signed NDAs will file into the designated Box folder as a PDF file. The PDF file name contains the visitor’s entry date and visitor’s name, making it easy to find a specific file when you need it.

Example of Box folder with signed agreements:

Example PDF of signed agreement: