Box Integration
Storage
Integrate CaseDocker with Box for enterprise-grade document management and secure file sharing.
What It Does
The Box integration provides enterprise-grade document storage and synchronization for CaseDocker. Documents are stored securely in Box with advanced security features, version control, and collaboration capabilities while remaining accessible from CaseDocker.
Setup Steps
- Provide Box App Credentials
Share Box client ID/secret (or authorize CaseDocker to provision the app) with OAuth 2.0 enabled.
- Configure OAuth
Set up OAuth 2.0 in CaseDocker admin panel using Box client ID and client secret.
- Map Storage Locations
Configure which Box folders correspond to CaseDocker document categories and case folders.
- Set Security Policies
Configure Box security policies including access controls, sharing permissions, and data retention.
- Test Integration
Upload documents to Box and verify sync to CaseDocker, then test document retrieval and updates.
Required Permissions
- Read/Write access to Box files and folders
- Manage Box folder structure
- Access Box metadata and collaboration features
- Enforce Box security and compliance policies