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      Integrating Cloud Sync with Box

      Integrate Box at the individual or account level to sync files, with account-level setup offering centralized control

       

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

      Integration Options Available

      FileInvite now 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.

      How to Connect:

      1. Click the Settings gear icon (bottom left)

      2. Select Integrations from the left menu

      3. Click Connect under Box

      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.