With the Box integration, you can:
Securely import and export files directly from Box to Liscio.
Connecting to Box:
Locate your profile on the lower-left corner of your navigation page.
Click Third-party Apps in the upper tabs.
Click Connect in the Box to authenticate your Box account.
Sending Files from Box to Clients:
When uploading or attaching files, navigate to attachments section below the description box, click Browse or Document Management System (DMS).
Click Box and navigate to the client's files.
Select the files to upload and send.
Exporting Client Files into Box:
In Liscio, locate the File you wish to export to Box.
Click to open the File, or use the checkboxes to select multiple files at once.
Click the download icon.
Select Box and the folder for the files to be saved.
Click Export Files.