Roadmap: Part 4 – box.com Connector

 

frevvo-box

Save documents & attachments generated from frevvo forms and workflows to your box account

In a recent article, my colleague Yuri wrote about adding frevvo to Google Drive/Apps so it can be used as a low-cost ECM system.

It makes sense. Customers want an end-to-end solution where they use frevvo so they can stop emailing PDF documents around for signatures. It works great for them. But the documents need to live somewhere.

But, many enterprise customers still aren’t comfortable with using Google Drive for ECM.

We’ve recently noticed an uptick in customers and prospects who have asked about saving submission data from an automated frevvo form or workflow to their box account. So, we’ve decided to do something about it.

box-wizard

Save to box wizards

We’re working on a Connector and associated wizard for box. Similar, in principle to the Google Drive connector that lets you save documents to Drive. It’s simple and visual:

  • Choose Document Actions and select the Save to box.com option.
  • In the wizard that pops up, provide your credentials. The wizard will login to your box account, browse to find available folders and display them.
  • Select a parent folder (e.g. Purchase Orders) and a submission folder. Typically, the submission folder is a template that’s dynamically generated e.g. {ClientName}.
  • You can also choose which documents get saved including generated files e.g. a Government W-4 for an Employee On-Boarding workflow.
  • Click Finish and you’re done.

When the form or flow is submitted, the documents will be uploaded to your box account in a new subfolder whose name is generated from the ClientName form field (in our example). All subfolders reside in the parent folder (Purchase Order in our example).

Once in box, you can use all their features to collaborate, share and manage the documents in question.

It’s as easy as that. The Connector is targeted for V7.1, which is currently under development and targeted for late October, 2016. Obviously, the date could change 🙂

Interested in learning more? Contact us anytime for more details.

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