Integrating Cloud Sync with Box

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

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 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

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

File Sync Trigger

1. Navigate to Settings > File Sync Settings
2. Click the File Sync tab
3. Under Trigger, select an option:
   • On Upload: Files are synced immediately when a borrower uploads a document in the portal
   • On Accept: Files are synced only when the file is accepted after being reviewed
4. Click Save Settings

Note: This setting applies account-wide, including both Account-Level and Individual User Box integrations.

💡 Best Practices:

• Use On Accept if you want to review documents before they appear in your Box account
• Use On Upload if your team needs the fastest possible access to uploaded files

File Sync Trigger

1. Navigate to Settings > File Sync Settings
2. Click the File Sync tab
3. Under Trigger, select an option:
   • On Upload: Files are synced immediately when a borrower uploads a document in the portal
   • On Accept: Files are synced only when the file is accepted after being reviewed
4. Click Save Settings

Note: This setting applies account-wide, including both Account-Level and Individual User Box integrations.

💡 Best Practices:

• Use On Accept if you want to review documents before they appear in your Box account
• Use On Upload if your team needs the fastest possible access to uploaded files

 🎉 Box is connected — your files will sync automatically based on your chosen File Sync Trigger! 🎉