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Integrating Cloud Sync with Box

Learn how to connect Box to FileInvite — either at the account level for your whole organisation, or at the individual user level for personal sync.

 

If your Fileinvite Login URL ends in fileinvite.com, please use this knowledge base instead.

On the Integrations page, Box appears in two separate sections:

  • Account Cloud Storage — for admins setting up a shared Box connection for the whole organisation
  • User Cloud Storage — for individual users connecting their own Box account

Both options use the same Connect button but sync files differently. Choose the option that matches your needs below.

Integration Options Available

FileInvite supports two integration modes for Box:

Option 1: Account-Level Integration (Recommended for Teams)

Admins can now centrally manage Box integration for their organization without requiring users to connect personal Box accounts.

Administrator Setup:

  1. Have the account Owner login to fileinvite.app

  2. Go to Account Settings → Integrations

  3. Click Connect under Box Integration below Account Cloud Storage

  4. Click Continue With Conneting

  5. Complete the Box authentication with admin credentials 

  6. Activate the integration

Benefits of Account-Level Integration:

  • 🔐 Centralized Control – All Box connections managed from one interface

  • 📁 Consistent Organization – Documents follow standardized folder structures

  • ✅ Improved Security & Compliance – Reduces risks of personal account access

  • 🧘 Simplified User Experience – No individual setup required

User Experience:

  • Users simply select Box as a destination

  • Files sync to the administrator-configured folder structure automatically

  • No personal Box account required

⚠️ Warning: Connecting Box at the account level will:

  • Override the integration settings of every team member on this account. Any currently active cloud storage integrations will be disabled and replaced with Box.

  • Disrupt file syncing for any invites already sent but not yet archived. Previously synced files will remain, but syncing will stop after Box is enabled.

  • To avoid disruptions, archive active invites first and notify team members before making the change.

Option 2: Individual User Integration (Still Supported)

Individual users can still link their own Box accounts and manage file sync personally.

Note: Under User Cloud Storage, the Box card shows a single person icon — this is the individual user connection. The Box card under Account Cloud Storage shows a team icon and is managed by your organisation's administrator.

How to Connect:

  1. Click the Settings icon (⚙️) in the bottom-left corner of the sidebar
  2. Select Integrations from the Settings menu
  3. Under User Cloud Storage, click Connect on the Box card

  4. Sign in to your Box account or choose an account if already signed in

  5. Follow the prompts to finish setup

  6. Click Choose Folder to select or create your sync folder

  7. Click Save Changes

How Sync Works:

  • Files uploaded by your clients will sync to Box after you've Accepted them in the invite's Overview page.

  • Only invites created after you set up the integration will be automatically synced.

  • Older invites must be downloaded manually if needed.

Where to Find Synced Files:

  • Go to All Files > [Your Chosen Folder]

  • If no folder is selected, FileInvite creates a new folder per invite under All Files

While Google Drive now supports flexible folder selection, Box, OneDrive, and SharePoint currently require using a predefined folder structure.
Check back for updates as we continue improving folder control for all integrations.

Folder Naming Preferences

Custom Folder Naming Options:

You can customize how FileInvite names folders when syncing files to your cloud storage:

Accessing Folder Options:

  1. Navigate to Settings > File Renaming Preferences
  2. Click on the new Folder Options tab
  3. Configure your preferred naming convention

Available Variables:

  • Contact Name: Uses the borrower's name
  • Invite Name: Uses your internal invite identifier
  • Invite Subject: Uses the subject line from the invite
  • Date: Includes relevant dates (creation, due date, completion)
  • Contact Company: Uses the borrower's company name

Customization Options:

  • Separators: Choose between spaces, underscores, or dashes
  • Variable Order: Arrange variables in your preferred sequence
  • Preview: See how your folder names will appear before saving

Example Naming Conventions:

  • Contact Name - Invite Name → "John Smith - Purchase Loan"
  • Contact Company_Date → "ABC Corp_2025-08-26"
  • Invite Subject (Date) → "Mortgage Application (2025-08-26)"

Benefits:

  • Align folder naming with your organizational standards
  • Improve searchability in your cloud storage
  • Reduce manual folder reorganization
  • Maintain consistency across all integrations

Note: Changes apply to new invites only. Existing folders retain their current names unless manually updated.

 

🎉 Box is connected — your files will sync automatically after every accepted document! 🎉