Box.com Integration in Dash SaaS

Introduction

Unlock seamless access to your Box.Com files directly within the Workdo-dash interface, eliminating the need to switch between applications or struggle with downloads. With this integration, you can effortlessly view and edit various file types, from Word documents to Excel spreadsheets, all without saving files locally.

Our Settings Page for Box.Com Integration simplifies setup – just save your Box.Com credentials, enable desired submodules, and you’re ready to go. No more app switching or cumbersome downloads – now you can easily edit and view files within Workdo-dash.

Workdo-dash takes your Box.com experience to the next level with visual grids, organized lists, and seamless folder linking for enhanced collaboration and organization. Elevate your workflow with this precision-driven integration within the intuitive Workdo-dash platform. Discover a new era of file management and collaboration today!

Step 1: Super Admin Access:

• Make sure your super admin has access to your system before you do anything else.



• Go to the “add-on manager” area of the super admin dashboard.
• To start the setup procedure, click the “+” (Module Setup) button.



• You will be asked to upload the ZIP file for the “Google Drive Add-On.”



• Don’t forget to enable the module after the setup is complete so that other people can buy it.

Step 2: Company Settings Steps:

• Once the super admin enables the Box.com Add-On, company admins can proceed to purchase it and gain access.
• Start by heading to the “subscription plan” page and select the relevant “usage plan.”



• Locate the Box.com Add-On and complete the purchase process.

Step 3: How to use the Box.com Add-on?

• Go to the settings page and click on “system settings.”



• Within the system settings, find the Box.com add-on.
• After you find the Box.com Add-on, you have to enter the Client ID, and the Client Secret Key.
• To learn how to generate the Client ID, and Client Secret Key, follow this link https://developer.box.com/
• After you complete this process, you will get a chance to enable or disable this setting for various modules. The list of modules is as follows.

1. Accounting

• Customer
• Vendor
• Accounts
• Revenue
• Bill
• Transaction

2. General

• Invoice
• Proposal

3. Contract

• Contracts

4. HRM

• Employee
• Payslip
• Event
• Leave
• Document

5. CRM

• Lead
• Deal

6. POS

• Warehouse
• Purchase
• POS Order

7. Product and Service

• Products

8. Recruitment

• Jobs
• Job Application
• Interview Schedule

9.Retainer

• Retainers

10. Sales

• Account
• Opportunities
• Sales Invoice
• Cases
• Sales Document
• Meeting

11. Support Ticket

• Tickets
• Knowledge

12. Projects

• Project
• Task
• Bug

13. AI Document

• Documents

14. Notes

• Notes

15. Assets

• Assets