Connect your Box account to Zocks to bring your document storage directly into your workflow.
Once connected, you can link each client's Box folder to their Zocks contact, save meeting summaries, meeting prep, forms, and document summaries straight to Box with a click, and import documents from Box for processing instead of downloading them first.
How do I connect Box to Zocks?
Go to Integrations in Zocks.
Under Document Management, select Box and click Connect.
Follow the prompts to authenticate with your Box account.
How do I link a client's Box folder to their contact?
There are two ways to link a Box folder to a Zocks contact:
From the contact page
Open the client's contact page and click Edit.
Scroll down to the Box section.
Select the Box folder you want to link to this contact.
While exporting to or importing from Box
If a client doesn't yet have an assigned folder, you can select one directly while saving a document to Box or importing a document from Box.
That folder is then saved as the client's assigned Box folder for future use.
How do I save documents to a client's Box folder?
Meeting summaries, meeting prep, forms, and document summaries can all be saved directly to Box:
Click Save to Box on the meeting summary, meeting prep, form, or document summary you'd like to save.
If the client has an assigned Box folder, the document saves there automatically.
If you'd like to save it elsewhere, you can choose any other location in your Box account.
How do I import documents from Box for processing?
When uploading documents for Document Intelligence processing, you can import them directly from the client's Box folder instead of downloading them to your device first.
Start a document upload as you normally would.
Choose to import from Box rather than uploading from your device.
Browse the client's assigned folder (or anywhere else in Box) and select the document(s) you want to process.
You can select multiple documents at once to process them together.