To unlock the full power of SurePoint Pro, you'll need to integrate with Box.com. All of your files will be stored with enterprise-grade AES-256 encryption.
Sign up for a Box Business account. Make sure to invite all your law firm users to your Box Business account.
Note: We recommend a Box Business, Business Plus, or Enterprise account for the best experience with SurePoint Pro. You may experience issues if you use a Box Starter account.
Once you have your file management account on Box, we'll need to authenticate it with SurePoint Pro.
Enable Box for your Firm
In the right-hand side, click your name to access the navigation menu. Then click "Firm Settings".
On the Firm Settings page, click the "Integrations" tab
Under Box, click the "Settings" button
Click the "Connect" button.
You will be redirected to the Box website and be prompted to login
Login to Box to confirm that you want to integrate with SurePoint Pro
You will be redirected back to SurePoint Pro integrations page
Click the toggle button that is shaped like a circle on a line to enable
The toggle button should now be blue
Box should now be enabled
You can now start using Box to manage your documents and files right within each client and matter in SurePoint Pro.
Visit any "Files" tab on any matter or client. You'll be able to create documents, preview documents, send them out for digital signatures....all with enterprise-grade security!