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How does this integration work?

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

Note:If you have multiple visitor types, legal documents 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 in to Box and create a folder to store your signed legal documents.

  2. Go toIntegrations > All integrations.

  3. UnderFile sharing, findBox. Click “Install.”

  4. If prompted, log in to your Box account.

  5. 点击“授予访问权Box” button.

  6. UnderFolder to save legal documents files to, choose a folder from the dropdown.

  7. 点击“完成设置。”

Signed legal documents will file into the designated Box folder as a PDF file. The PDF file name contains the visitor’s entry date and the 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:

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