> For the complete documentation index, see [llms.txt](https://help.filed.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.filed.com/reference/plugins/document-management/box.md). # Box ## What this integration does The Box integration gives Filed direct access to client documents stored in Box, without manual uploads. You designate one Box folder as the root; sub-folders inside it map one-to-one to client records in Filed. Once clients are imported, Filed can read and organize files within each client's Box folder. Uploading new files to Box is not supported through this connector. Box is the only DMS integration that supports collaboration management. Filed can create, view, update, and remove Box collaborations on files and folders, with access roles ranging from viewer and uploader through editor and co-owner. This makes it well suited to firms that need to control per-item access directly from Filed. Filed authenticates with Box using the standard OAuth 2.0 authorization code flow, holding the access and refresh tokens issued by Box and refreshing them automatically in the background. ## Before you start You need a Box account with access to the folder containing your client sub-folders. To use collaboration management features, the connected account should hold owner or co-owner access on the relevant folders. The top-level folder must be organized with one sub-folder per client at the immediate first level. ## Connecting Box to Filed ## Importing clients from Box ## What Filed can do with Box Once connected, Filed exposes the following actions against your Box account: **Searching and browsing** * Search across files, folders, and web links by keyword, with paginated results * List files within a folder * List folders within a folder * Browse all items (files and folders) within a folder * Retrieve metadata for a specific file * Retrieve metadata for a specific folder **Managing files and folders** * Download a file * Create a new folder * Copy a file to another folder, optionally renaming it * Copy a folder and its contents to a destination folder * Update a file's name, description, parent folder, or tags * Update a folder's name, description, parent folder, tags, or collaboration settings * Delete a file (moved to trash by default, or permanently deleted) * Delete a folder, including its contents **Collaboration management** * Create a collaboration granting a user or group access to a file or folder, with one of the following roles: viewer, uploader, previewer, previewer uploader, editor, or co-owner * Retrieve details of a specific collaboration * List pending collaborations for the connected account * Update a collaboration's role, status, expiry date, or path visibility * Remove a collaboration These capabilities power binder creation and update: when Filed prepares a client's binder, it uses this action set to retrieve source documents from Box and to file completed documents back. ## Troubleshooting **Connection error on the DMS page.** Disconnect and reconnect. Verify that the Box account you used still has access to the folder you originally selected. **Clients are not appearing after import.** The top-level folder you selected must contain sub-folders at exactly one level deep, one per client. If the folder structure does not match, reconnect and select the correct folder level. **Collaboration errors.** Filed can only manage collaborations for items where the connected account holds sufficient access rights. If a collaboration action fails, verify that the connected Box account has owner or co-owner access on the affected folder. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.filed.com/reference/plugins/document-management/box.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.