How to set up automatic agreement storage with Box
Feature
This article explains how to automatically upload signed agreements outside of Proxyclick into your Box account. With this feature, your team members who may not have access to Proxyclick can easily access the documents in one folder.
This feature is part of our Premium plan.
Connecting Proxyclick and Box
Signed agreements will be stored in your Box account. If you do not have a Box account, first step is to create one.
Step #1: In Box, create the folder(s) that will contain the agreements.
Step #2: Go to the Marketplace and find Box, click Try free.
This will lead to your Box account. Please log in and grant access.
Step #3: Select the folder(s) that should contain the agreements. If no folder is selected, the agreements will be stored in the root folder.
The agreements signed by your visitors within Proxyclick will now be automatically stored in your Box folder.
Multiple locations
If you manage multiple locations with Proxyclick, you can create different folders in Box and have every location’s agreements saved in their respective folders.
Please keep in mind. The addition of this integration will store agreements signed after the integration has been set up. Agreements that were signed prior to the integration will have to be manually downloaded and added to the file.
The user who sets up the integration must be an administrator for both Box and Proxyclick.
If you have any questions or feedback, please contact support@proxyclick.com or send us a message on the live chat.