# Accept and Reject Invitations from Collaborators Source: https://docs.box.com/en/box-fundamentals/for-users/collaborating/collaborating-by-inviting-others/accept-and-reject-invitations-from-collaborators
By default, you will automatically accept invitations to collaborate. If you would like to review invitations before accepting them, you modify your [Account Settings](/en/box-fundamentals/for-users/user-login-and-settings/manage-account-settings). Navigate to the **Sharing** tab of your account settings, and uncheck the box under **Incoming Invitations** (in the **Collaborating on Content** section).| Action | Co-owner | Editor | Viewer Uploader | Previewer Uploader | Viewer | Previewer | Uploader |
|---|---|---|---|---|---|---|---|
| Viewing & Navigation | |||||||
| Preview | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| View Item List in Folder | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| View Tags | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| View Metadata | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| View / Export Content Insights | ✓ | ✓ | — | — | — | — | — |
| View Recent User Activity in Preview Header | ✓ | ✓ | — | — | — | — | — |
| Content Editing | |||||||
| Edit File | ✓ | ✓ | ✓ | — | — | — | — |
| Edit File Name | ✓ | ✓ | — | — | — | — | — |
| Edit Folder Name | ✓ | ✓ | — | — | — | — | — |
| Edit Metadata | ✓ | ✓ | ✓ | ✓ | — | — | ✓ |
| Add / Edit Tags | ✓ | ✓ | — | — | — | — | — |
| Edit Folder Settings | ✓ | — | — | — | — | — | — |
| Create Annotations | ✓ | ✓ | ✓ | ✓2 | ✓ | ✓2 | — |
| Delete Annotations | ✓3 | — | — | — | — | — | — |
| File Management | |||||||
| Upload | ✓ | ✓ | ✓ | ✓ | — | — | ✓ |
| Download | ✓ | ✓ | ✓ | — | ✓ | — | — |
| Copy | ✓ | ✓ | ✓5 | — | ✓4 | — | — |
| Move | ✓8 | ✓8 | — | — | — | — | — |
| Delete Files / Folders | ✓7 | ✓7 | — | — | — | — | — |
| Lock / Unlock File | ✓ | ✓ | ✓ | — | — | — | — |
| Create Subfolders | ✓ | ✓ | ✓ | ✓ | — | — | ✓ |
| ✓ | ✓ | ✓ | — | ✓ | — | — | |
| Mark for Offline (Box Drive) | ✓ | ✓ | ✓ | — | ✓ | — | — |
| Mark for Offline (Box Mobile) | ✓ | ✓ | ✓ | ✓ | ✓ | ✓10 | — |
| Sync Folder (Box Sync only) | ✓ | ✓ | — | — | — | — | — |
| Sharing & Links | |||||||
| Send View-Only Links | ✓ | ✓ | ✓ | — | ✓ | — | — |
| Set Shared Link Password | ✓ | ✓ | — | — | — | — | — |
| File Request Link | ✓ | ✓6 | — | — | — | — | — |
| Collaboration | |||||||
| Invite People | ✓ | ✓11 | — | — | — | — | — |
| Set a Collaborator's Level of Access | ✓ | ✓ | — | — | — | — | — |
| Restrict Invitations | ✓ | — | — | — | — | — | — |
| View / Add Comments1 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| View / Create Tasks | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| Workflows & Advanced | |||||||
| Build Relay Workflow | ✓ | ✓ | — | — | — | — | — |
| Create Box Sign Signature Requests | ✓ | ✓ | ✓ | — | ✓ | — | — |
| Save Box Sign Signature Requests to a Folder | ✓ | ✓ | ✓ | ✓ | — | — | ✓ |
| Create / Delete Folder Lock (API only) | ✓ | — | — | — | — | — | — |
| Box Item9 | ✓ | ✓ | — | — | ✓ | — | — |
Security indicators
If you invite someone outside of your organization to collaborate, Box adds a small image of a globe to external invitee's avatar image or initials. At the bottom of the **Share** window, Box also displays a text reminder that you are sharing this folder's contents externally. [More on Box's security indicators.](/en/box-fundamentals/for-users/collaborating/sharing-content-using-box/avoiding-unintentional-exposure-of-your-files-and-documents)| Setting | Description |
|---|---|
| Invitation Restrictions Invitation restrictions settings also apply to all files in the folder. | |
| Only folder owners and co-owners can send collaborator invites | Determines who can send collaborator invites to the folder. If enabled, users with the access level of editor or below are not able to invite collaborators into this folder. |
| Restrict collaboration to Within \[your organization] | Determines who can be collaborated into the folder. If enabled, only users within your organization are able to join this folder as collaborators. Within \[your organization] is determined by email domain; thus, users from external tenants using your organization's domain can be invited. |
| Allow anyone who can access this folder from a shared link to join as a collaborator | Determines whether users who follow a shared link to this folder are prompted to join as collaborators. If enabled, also select the access level for these users:
Any permissions and restrictions placed on the shared link still apply. |
| Commenting Commenting settings are available only to Enterprise-level accounts. | |
| Disable commenting for this folder | Determines whether people can leave comments and annotations on content in this folder. If enabled:
Comment creators can modify or delete existing hidden comments. Any such modification or deletion remains hidden while this setting is enabled. When this setting is disabled, modified comments display. |
| Shared Link Access | |
| Only collaborators can access this folder via shared links | Determines whether people who access the folder via a shared link must also be collaborators in the folder. |
| Setting | Description |
|---|---|
| Privacy | |
| Hide collaborators and their activity from non-owners | Determines who can view collaborators and their activity in the folder. If enabled, only the folder owner and co-owners are able to view collaborators and their activity in the folder. This setting also removes the ability for non-owners and non-co-owners to invite collaborators. |
| Setting | Description |
|---|---|
| Watermark Folder | |
| Enable watermarking for this folder | Determines whether content in this folder can be watermarked. Watermarking places a semi-transparent overlay of the current viewer's username and time of access across a document. Box Notes, video, audio, Flash, and 3D files are currently not supported. |
| Setting | Description |
|---|---|
| Email Uploads | |
| Allow uploads to this folder via email | Determines whether people can opt to upload content to this folder via email. If selected:
To upload to the folder via email, attach a file to an email, and send it to the email address generated. |
| Overwrite files with the same name when uploading by email or widget | Determines whether files with the same name are overwritten when they are uploaded via email or widget. Configurable only by owners and co-owners. |
| Setting | Description |
|---|---|
| Delete or Unshare | |
| Auto-delete this folder on a selected date | Determines whether this folder is automatically deleted on the selected date. If enabled, also select a deletion date. Note When a folder is auto-deleted, no notifications are sent to the owner or collaborators on the folder. Only Owners can enable this setting for the root folder. Owners, Co-owners, and Editors can enable this setting for sub-folders. |
| Unshare this folder on a selected date | Determines whether this folder is automatically unshared on the selected date. If enabled, also select an unshare date. When a folder is auto-unshared:
Only Owners, Co-Owners, and Editors can enable this setting. |
| Badge | Badge Name | Description |
|---|---|---|
| Classification | Indicates that a security classification has been applied to the file or to at least one file within the folder. The color of the badge will match the color selected for the Classification policy. See Classification Policies (Automated Classification) for details. When you hover the mouse pointer over a Classification badge, a card will appear with details about any classifications applied, including:
| |
| Coauthoring | Indicates that coauthoring is enabled for a Microsoft Office document. See Box for Microsoft Office coauthoring for details. | |
| Collaboration | Indicates that the file or folder has invited collaborators. See Collaborate on Files for details. | |
| Comments | Indicates that the file has comments. A number next to the badge ( | |
| Description | Indicates that a description has been added to the file or folder. See Adding Descriptions to Folders and Files for details. | |
| File Expiration | Indicates that the file has been set to auto-expire. | |
| Lock | Indicates that the file is locked. See Locking & Unlocking Files for details. | |
| Quarantine | Indicates that the file is quarantined. This occurs when Box Shield has detected a threat in the file and it cannot be accessed until the threat has been remediated and the file released by your administrator. See Using Threat Detection for details. | |
| Shared Link | Indicates that a shared link has been created for the file or folder. See Creating Shared Links for details. | |
| Shared Link Expiration | Indicates that the shared link for a file or folder has an expiration date. See Configuring Individual Shared Link Settings for details. | |
| Sign | Indicates a document linked to a signature request in Box Sign. See Introducing Box Sign for general information about Sign. | |
| Sync | Indicates that the file is in the process of being synchronized, typically with a Box Drive or Box Mobile user. | |
| Version History | Indicates that the file has more than one version. See Accessing Version History for details. |
| Box Upload Method | Version | Modified Timestamp Preserved? | Created Timestamp Preserved? |
|---|---|---|---|
| Box Drive |
2.40 or later |
Files: Yes
Folders: No, a folder's "Modified" timestamp is the date when the folder is created on Box. |
Files: Yes, if a file is moved (e.g. cut and pasted), from another directory to a Box Drive folder. No, if a file is copied (via copy and paste, or drag and drop), from another directory to a Box Drive folder. Folders: No, a folder's "Created" timestamp is the date when the folder is created on Box. |
| Sync (on user's desktop) |
Box Sync (Box Sync 4.0.4376 and later) |
Files: Yes
Folders: No, a folder's "Modified" timestamp is the date when the folder is created on Box. |
Files: Yes
Folders: No, a folder's "Created" timestamp is the date when the folder is created on Box. |
| FTP |
If the FTP client supports this feature. See FTP: Preserve Original Created/Modified Times for additional details |
Files: Yes
Folders: No, a folder's "Modified" timestamp is the date when the folder is created on Box. |
Files: Yes
Folders: No, a folder's "Created" timestamp is the date when the folder is created on Box. |
| Mobile |
iPhone (Box for iPhone 3.0.1 and later) |
Files: Yes
Folders: No, a folder's "Modified" timestamp is the date when the folder is created on Box. |
Files: Yes
Folders: No, a folder's "Created" timestamp is the date when the folder is created on Box. |
|
Android |
Files: Yes
Folders: No, a folder's "Modified" timestamp is the date when the folder is created on Box. |
Files: No The "Created" timestamp is set to the last modified date for the first version of a file, and not changed for subsequent versions
Folders: No, a folder's "Created" timestamp is the date when the folder is created on Box. |
|
|
Web Application and Embed Widget For all web browser uploads, the created timestamp is set to the last modified date - based on when the file was first uploaded to Box |
Files: Yes
Folders: No, a folder's "Modified" timestamp is the date when the folder is created on Box. |
Files: No The "Created" timestamp is set to the last modified date for the first version of a file, and not changed for subsequent versions.
Folders: No, a folder's "Created" timestamp is the date when the folder is created on Box. |
|
|
Files: Yes
Folders: No, a folder's "Modified" timestamp is the date when the folder is created on Box. |
|||
|
Other options |
|
Files: No
Folders: No, a folder's "Modified" timestamp is the date when the folder is created on Box. |
Files: No
Folders: No, a folder's "Created" timestamp is the date when the folder is created on Box. |
| Icon | Description |
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| ⌘ / Ctrl + x | Cut selected fields. |
| ⌘ / Ctrl + c | Copy selected fields. |
| ⌘ / Ctrl + v | Paste selected fields. Carries over copied field values. Pasted fields have a slight overlap in the same location as the original. |
| ⌘ / Ctrl + d | Duplicate selected fields. Combination of Copy and Paste. |
| ⌘ / Ctrl + left-click |
Select multiple fields. After selecting, you can use these shortcuts:
Bulk reassign recipients within a signature request. Select two or more fields, then left-click to reassign the recipients. Additionally, you can delete the selected fields. |
| ⌘ / Ctrl + z | Undo\* |
|
⌘ / Ctrl + y ⌘ / Ctrl + Shift + z |
Redo\* |
|
Esc |
Cancel operation:
|
| Del | Delete the selected fields. |
| Setting | Description |
|---|---|
| Allow Shared Links for | Defines the content type you allow to be shared. Select from:
Note You can share only content you own. |
| People who can access shared links | Defines what access options are available for the content types selected above. By default, all options are enabled, meaning that you can choose, per item, what access permission to grant your content. Select from:
If you change this setting from a less restrictive setting to a more restrictive setting and then back again, shared links created before the setting changes retain their type. |
| Default access for new links | Defines the default access level of newly-created shared links. If you have limited the access options in an earlier setting, your options here are limited accordingly.
You can still change the access type when you generate a shared link. |
| Actions link recipients can take | Defines the allowed and default permissions for file, folder, and Box Notes shared links. For files, folders, and Box Notes, you define both the maximum permission allowed and the default permission when users share links, and you select from the following values for each:
For each part of these options:
|
Explore our product documentation or ask Docs AI to learn about intelligent content management, secure collaboration, and automated workflows in Box.
|
Action
|
API URL Endpoint
(links to documentation)
|
Additional Notes
|
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1.
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Find the Box User ID for the user we want to act upon
|
Request URL Parameters (optional)
Response:
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Action
|
API URL Endpoint
(links to documentation)
|
Additional Notes
|
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1.
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Move all of user's content to Service Account
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\*where \{USER\_ID} is the Box ID of the user whose content is being moved (from the above step)
|
Request Body Parameters:
Response:
|
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2.
|
Rename the folder to include user's email address
(Optional)
|
Request Header:
Request Body Parameters:
Response:
|
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Action
|
API URL Endpoint
(links to documentation)
|
Additional Notes
|
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1.
|
Delete the user
|
Request Body Parameters:
Response:
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Action
|
API URL Endpoint
(links to documentation)
|
Additional Notes
|
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1.
|
Downgrade the user to a 'Lite' (free) account
|
Request Body Parameters:
Response:
|
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Domains Allowlisted |
Expected Behavior |
|
abc.com |
Box users within your company can invite people only from Company ABC and can only be invited to folders from Company ABC. Note The allowlist is literal, and only works on single email domains. In this example, "x.abc.com" is not allowlisted. You would need to add it separately. Do not use spaces. |
|
+abc.com |
Your company's users can invite only people from Company ABC to their folders. Do not use spaces. |
|
-abc.com |
Only people in Company ABC can invite Box users from your company to join their folders as well. No one else can invite your company's users to their folders. Do not use spaces. |
|
+\* |
Your company’s users can invite anyone from any email domain to collaborate on content within your enterprise, but no one outside of your company can invite your company’s users to collaborate externally. Do not use spaces. |
|
-\* +abc.com |
Anyone from any email domain can invite your people to collaborate on content externally, but your people can invite only users from company abc.com to collaborate on content that resides within your enterprise. Do not use spaces. |
| Given | Result |
|---|---|
|
If the user tries to delete a file under the folder through the application, the call fails with a permissions error. |
|
If the user tries to run reports through the application, the call fails with a permissions error. |
|
If the user attempts to rename a user, the call succeeds. |
| Permission Type | Permissions Given |
|---|---|
| General group admin permissions |
|
| Create new user accounts |
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| Manage group member accounts |
|
| Run reports on group activity |
|
| Instant login to group member accounts |
|
| External collaborator | Experience | To gain access to shared content |
|---|---|---|
| Is enrolled in 2FA with Box. | Can access shared content if enrolled with required authentication method. | N/A |
| Uses SSO to log into Box. | Can access shared content. | N/A |
|
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In the Box account window, set up 2FA from the pending invitations panel under ACTION REQUIRED in the Files page, or from the Account Settings page. |
|
|
In the Box account window, set up 2FA from the pending invitations panel under ACTION REQUIRED in the Files page, or from the Account Settings page. |
|
Receives an invitation email to accept the collaboration invite by signing up for a new Box account. |
|
ADFS 2.0/3.0 |
You will need your metadata xml file for SSO setup. To collect your ADFS metadata file:
|
Help Article |
Entra ID |
You will need your metadata xml file for SSO setup. To collect your Entra ID metadata file:
|
Help Link |
Bitium |
You will need your metadata xml file for SSO setup. To collect your Bitium metadata file:
|
|
Entrust Identity |
You will need your metadata xml file for SSO setup. To collect your Entrust Identity metadata file:
|
Help Link |
Google Cloud |
You will need your metadata XML file for SSO setup. To collect your Google Cloud metadata file:
|
Help Link |
Nopassword by WiActs |
You will need your metadata XML file for SSO setup. To collect your NoPassword metadata file:
|
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MobileIron |
You will need your Metadata XML file for SSO setup. To collect your MobileIron Access metadata file:
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Okta |
You will need the External Key, Redirect URL & Public Certificate for SSO setup. To collect the information:
|
Setup Guide |
OneLogin |
You will need your metadata XML file for SSO setup. To collect your OneLogin metadata file:
|
Setup Guide |
PingIdentity |
You will need your metadata XML file for SSO setup. The XML file must contain the following metadata:
To collect your PingIdentity metadata file:
For additional details, see the Exporting SAML metadata from PingFederate topic in the PingIdentity documentation. |
|
Other/Custom IdPs |
Contact your IdP directly to assist in obtaining metadata file OR entity id, redirect URL, and signing certificate. Once obtained, use this information to fill out the Box SSO Setup Support Form. |
| Data Column | Description | ||||||
|---|---|---|---|---|---|---|---|
| Item Name | The name given to the file or folder. | ||||||
| Item ID | A number that uniquely identifies the file or folder. | ||||||
| Item Path | (Path in the Classification Report dialog box.) The path to the file or folder from the root of your Box instance. | ||||||
| Item Type |
The type of item. Values in this field can be:
|
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| Item URL | The fully qualified URL of the file or folder. | ||||||
| Classification Name |
The name of the classification applied to the file or folder. If the file or folder does not have a classification, the field is empty. |
||||||
| Classification Applied Reason |
The method used to apply the classification label to the file. Note that this will be empty for files without classification labels. Any classification not applied via Shield MIP or AutoClassification will display as manually classified. This includes files that inherited classification labels from a parent folder. Files auto-classified before October 2025 will have an AutoClassification value. Files classified after October 2025 show more specific auto-classification policy types (e.g. Data Type AutoClassification). Values in this field can be:
|
||||||
| Item Owner Name | (Owner Name in the Classification Report dialog box.) The value in the Name field in User Account Details of the owner of the item. | ||||||
| Item Owner Login | (Owner Login in the Classification Report dialog box.) The value in the Email field in User Account Details of the owner of the item. | ||||||
| Item Author Name | (Created by Name in the Classification Report dialog box.) The value in the Name field in User Account Details of the user who created the folder or who uploaded the file. | ||||||
| Item Author Login | (Created by Login in the Classification Report dialog box.) The value in the Email field in User Account Details of the user who created the folder or who uploaded the file. | ||||||
| With External Collaborator |
Whether the file or folder has any external collaborators. Values in this field are one of:
|
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| Shared Link URL |
If the file or folder has a shared link, the value (URL) of the shared link. If the file or folder does not have a shared link, the field is empty. |
||||||
| Shared Link Permissions |
If the file or folder has a shared link, the shared link permission. Values in this field are one of:
If the file or folder does not have a shared link, the field is empty.
|
| Filter | Description |
|---|---|
| Item Type |
Select which items will be included in the report, from:
|
| Classification Name |
Select one or more of the classifications you have defined in your organization to limit the report to only files and folders with the selected classification. Select No Classification if you want the report to include files and folders that have no classification applied. The default selection is all classification names as well as No Classification, and at least one item (classification name or No Classification) must be selected. |
| Owner Login | Optional. Enter one or more managed user names to limit the report to only files and folders owned by the listed user(s). |
| Created by Login | Optional. Enter one or more managed user email addresses to limit the report to only files or folders created by user(s) with the listed email address(es). |
| Data Column | Description |
|---|---|
| Date | The date and time, in the local time of the admin who ran the report or who set up the report schedule, of the event. |
| User Name | The value in the Name field in User Account Details of the owner of the item. |
| User Email | The value in the Email field in User Account Details of the owner of the item. |
| IP Address |
The IP address of the computer or device from which the action was initiated. Box reports "Unknown IP" in the Geographic Activity report when you
|
| Location |
The location of the computer or device from which the action was initiated if it can be determined from the IP address. Box reports "Unknown location" in the Geographic Activity report when "Unknown IP" is reported in the IP Address column. |
| Action |
The action that the user took. Values can be:
|
| Affected | The name given to the file or folder. |
| Affected Id | A number that uniquely identifies the file or folder. |
| Details | If there are any additional details to report on the user action, they are included here. |
| Retention Policy Information | Description |
|---|---|
| Policy Name | The name of the retention policy. |
| Policy Status |
The status of the retention policy. Values can be:
|
| Assignment Type |
The content that the policy is applied to, taken from the Apply Policy To setting value. Values can be:
|
| Retention Type |
The type of retention policy. Values can be:
|
| Policy Time Period |
The amount of time content is retained by policy, taken from the Time Period Duration policy setting. The value is the number of days. |
| Policy Disposition Action |
The action taken on files once the policy time period ends, taken from the Disposition Action setting value. Values can be:
|
| Policy Created Date | The date, in UTC, that the retention policy was created. |
| Data Column | Description |
|---|---|
| Parent Folder Path | The path from the root of your Box instance to the folder that contains the file. |
| Parent Folder Path IDs | A number that uniquely identifies the parent folder. |
| File Name | The name given to the file. |
| File ID | A number that uniquely identifies the file. |
| File Version ID | A number that uniquely identifies the version of the file. |
| Created | The date, in UTC, that the file was created. |
| Uploaded | The date, in UTC, that the version of the file was uploaded. |
| Disposition Date | The date, in UTC, on which the policy disposition action will take place for the file. |
| Trashed |
Indicates if the file is in Trash when the report is run. Values can be:
|
| (Change) Action Type | Location |
|
Device Protection |
|
| Enabled Device Trust | Enterprise Settings > Device Protection > Device Trust > Create Policy This event is triggered when the first policy is created. |
| Disabled Device Trust | Enterprise Settings > Device Protection > Device Trust > \ This event is triggered when the last policy is deleted. |
| Added new Device Trust policy | Enterprise Settings > Device Protection > Device Trust > Create Policy |
| Removed Device Trust policy | Enterprise Settings > Device Protection > Device Trust > \ |
| Updated Device Trust policy | Enterprise Settings > Device Protection > Device Trust > \ |
| Device pinning | Enterprise Settings > User Settings > New User Default Settings > Device pinning |
| Box phone application limit | Enterprise Settings > Device Protection > Application Settings > Enable Device Pinning > Box Phone Application |
| Box Sync limit | Enterprise Settings > Device Protection > Application Settings > Enable Device Pinning > Box Sync |
| Box tablet application limit | Enterprise Settings > Device Protection > Application Settings > Enable Device Pinning > Box Tablet Application |
| Notify admin on phone app activation | Enterprise Settings > Device Protection > Application Settings > Enable Device Pinning > Box Phone Application |
| Notify admin on sync activation | Enterprise Settings > Device Protection > Application Settings > Enable Device Pinning > Box Sync |
| Notify admin on tablet app activation | Enterprise Settings > Device Protection > Application Settings > Enable Device Pinning > Box Tablet Application |
| Notify admin on third-part app activation | Enterprise Settings > Device Protection > Application Settings > Enable Device Pinning > Browsers and Other Applications |
| Created connection with CrowdStrike Falcon platform | Enterprise Settings > Device Protection > Endpoint Detection and Response Integrations |
| CrowdStrike Falcon Platform remediation added | Enterprise Settings > Device Protection > Endpoint Detection and Response Integrations > Remediation actions |
| CrowdStrike Falcon Platform remediation updated | Enterprise Settings > Device Protection > Endpoint Detection and Response Integrations > Remediation actions |
| CrowdStrike Falcon Platform remediation removed | Enterprise Settings > Device Protection > Endpoint Detection and Response Integrations > Remediation actions |
| CrowdStrike Falcon Platform connection removed | Enterprise Settings > Device Protection > Endpoint Detection and Response Integrations |
| CrowdStrike Falcon Platform monitoring mode enabled | Enterprise Settings > Device Protection > Endpoint Detection and Response Integrations > Enforcement Action |
| CrowdStrike Falcon Platform monitoring mode disabled | Enterprise Settings > Device Protection > Endpoint Detection and Response Integrations > Enforcement Action |
| CrowdStrike Falcon Platform contact email added | Enterprise Settings > Device Protection > Endpoint Detection and Response Integrations > IT Help Email |
| CrowdStrike Falcon Platform contact email updated | Enterprise Settings > Device Protection > Endpoint Detection and Response Integrations > IT Help Email |
| CrowdStrike Falcon Platform contact email removed | Enterprise Settings > Device Protection > Endpoint Detection and Response Integrations > IT Help Email |
|
Integrations |
|
| Added Platform App | Integrations> Platform Apps Manager > Add Platform App |
| Changed Integration Additional Configuration | Integrations> Box Integrations & Clients > Individual Integration Controls > Configure > Additional Configuration |
| Changed Integration Status | Integrations> Box Integrations & Clients > Individual Integration Controls > Status |
| Changed Box Drive Mark For Offline Feature | Integrations> Box Integrations & Clients > Box Drive - Mark for Offline |
| Changed Box and Microsoft Office Co-Authoring feature | Integrations> Box Integrations & Clients > Individual Integration Controls > Box for Office Online > Configure |
| Changed Platform App Authorization Status | Integrations> Platform Apps Manager > Server Authentication App > Authorize/Reauthorize Platform App |
| Changed Platform App Enablement Status | Integrations> Platform Apps Manager > Server Authentication App > Disable/Enable Platform App Integrations> Platform Apps Manager > User Authentication App > Disable/Enable Platform App |
| Changed Disable integrations by default | Integrations> Box Integrations & Clients > Global Integration Settings > Disable integrations by default |
| Changed Disable Platform Apps by default | Integrations> Platform Apps Manager > Platform App Settings > Disable Platform Apps by default |
| Changed Require manual Admin authorization for Limited Access Platform Apps | Integrations > Platform Apps Manager > Platform App Settings > Require manual Admin authorization for Limited Access Platform Apps |
| Changed Require web integrations to use secure connections (SSL) | Integrations> Box Integrations & Clients > Global Integration Settings > Require web integrations to use secure connections (SSL) |
|
Content and Sharing |
|
| Allow users to modify auto-deletion | |
| Block ownership transfer to external users | Enterprise Settings > Content & Sharing > Collaborating on Content > Restrict Ownership Transfer |
| Required auto-deletion | |
| Required auto-deletion at file level | |
| Required auto-deletion at folder level | |
| Allow users to modify shared link expiration | Enterprise Settings > Content & Sharing > Auto-Expiration > Allow owners and editors to modify the expiration date |
| Notify users before shared link expiration | Enterprise Settings > Content & Sharing > Auto-Expiration > Notify owners a specified time before expiration |
| Shared link expiration at file level | Enterprise Settings > Content & Sharing > Auto-Expiration > Apply these settings to |
| Shared link expiration at folder level | Enterprise Settings > Content & Sharing > Auto-Expiration > Apply these settings to |
| Expire collaborations from all domains | Enterprise Settings > Content & Sharing > Collaborating on Content > External collaboration |
| Require collaboration expiration | Enterprise Settings > Content & Sharing > Auto-Expiration > Invited collaborators expiration settings |
| Allow users to modify collaboration expiration | Enterprise Settings > Content & Sharing > Auto-Expiration > Invited collaborators expiration settings > Allow folder owners to extend the expiration date |
| Delete from trash access | Enterprise Settings > Content & Sharing > Trash > People who can permanently delete content in Trash |
| Automatically delete from trash | Enterprise Settings > Content & Sharing > Trash > Items in Trash are automatically deleted after |
| Enable content analysis menu on files page | |
| Enable tag filtering menu on files page | Enterprise Settings > Content & Sharing > Content Creation |
| Prevent first-level content creation | Enterprise Settings > Content & Sharing > Content Creation > Restrict content creation |
| Added domain to Collaboration Allowlist | Enterprise Settings > Content & Sharing > Collaborating on Content > External collaboration > Limit collaboration to allowlisted domains |
| Disable collaboration invite links | Enterprise Settings > Content & Sharing > Collaborating on Content > Enable invite links |
| Enable inviting group collabs to folders | Enterprise Settings > Content & Sharing > Collaborating on Content > Enable group invites |
| External collaboration status | Enterprise Settings > Content & Sharing > Collaborating on Content > External collaboration |
| Removed domain from Collaboration Allowlist | Enterprise Settings > Content & Sharing > Collaborating on Content > External collaboration > Limit collaboration to allowlisted domains |
| Restrict external collaborators | Enterprise Settings > Content & Sharing > Collaborating on Content > External collaboration |
| Restrict external collaborators from inviting other external collaborators | Enterprise Settings > Content & Sharing > Collaborating on Content > External collaboration |
| Restrict invites | Enterprise Settings > Content & Sharing > Collaborating on Content > Restrict invites |
| Additional collaboration configuration | Enterprise Settings > Content & Sharing > Additional collaboration configuration |
| Disable Custom URLs |
Enterprise Settings > Content & Sharing > Custom Shared Links > Allow custom shared link URLs for links with public access
|
| External link availability | Enterprise Settings > Content & Sharing > Shared Links > Allow shared links for |
| Hide custom domain in shared links | Enterprise Settings > Content & Sharing > Custom Shared Links > Show your custom domain in shared link URLs |
| Shared link access | Enterprise Settings > Content & Sharing > Shared Links > Allow shared links for |
| Shared links edit | Enterprise Settings > Content & Sharing > Shared Links > Edit the shared item |
| Shared links download | Enterprise Settings > Content & Sharing > Shared Links > Links viewers can |
| Shared links preview | Enterprise Settings > Content & Sharing > Shared Links > Links viewers can |
| Changed G Suite Beta feature | |
| Changed Metadata - Folder Level Metadata & Cascade Feature | Enterprise Settings > Content & Sharing > File Request > Configure Users |
| Enable EID checking for company shared links | Enterprise Settings > Content & Sharing > Shared Link > Allow shared links for > Definition of Company > Enterprise ID \[only available to some enterprises] |
| Change shared link expiration for public links | |
| Allow for email uploads | |
| Changed File Request Feature | Enterprise Settings > Content & Sharing > Forms > Configure Users |
| Enable File Request Required Login | |
| Change File Request Allowed Editors | |
| Changed Feed Feature | |
| Changed Form User Enablement | Enterprise Settings > Content & Sharing > Forms |
| Changed Form Require Login Settings | Enterprise Settings > Content & Sharing > Forms |
| Changed Form Branding Default Settings | Enterprise Settings > Content & Sharing > Forms |
| Changed Form Folder Permissions | Enterprise Settings > Content & Sharing > Forms |
| Changed Form Branding User Enablement | Enterprise Settings > Content & Sharing > Forms |
| Changed Collections feature | |
| Changed Workflow Relay User Enhancement | |
| Changed Workflow Relay Allow Editors as Builders | |
| Enable Relay Users to Publish Custom Templates | |
| Changed Content Automation Doc Gen User Enablement | |
|
Custom Set Up |
|
| Disable Box Logo on HTML Embed Widget | |
| Text updated for Terms of Service for external users | |
| Text updated for Terms of Service for managed users | |
| Use Custom Terms of Service for external users | |
| Use Custom Terms of Service for managed users | |
|
Executed Agreements |
|
| Box Master Beta Agreement Signed | |
| Skills Addendum Signed | |
| G Suite Beta Agreement Signed | |
| Microsoft Third Party Beta Agreement Signed | |
|
Mobile |
|
| Disable Files functionality for iOS 12.0 or below (Box EMM) | Enterprise Settings > Mobile > User Permissions for Box Mobile Application |
|
Notifications |
|
| Archive Activities | |
| Archive Comments | |
| Archive Emails | |
| Archive Invitations | |
| Archive Tasks | |
| Email Archive Location | |
| Enable Notification Email | Enterprise Settings > Notifications > Email Notifications > Allow all users to receive Box notifications at an alternate notification email address |
| Enable User Update Notification Email | Enterprise Settings > Notifications > Email Notifications > Allow all users to change their notification email |
| Changed Message Center Feature | |
|
Security |
|
| Enable or disable regular FTP | As of November 20, 2024, Box no longer provides this event. |
| Enable strong password for external collaborators | |
| Login verification | |
| Tracking for enterprise | |
| Tracking for individual | |
| Disable "Keep me signed in" | |
| Disallow users change email | |
| Failed login threshold | |
| Notify admin on user creation | |
| Forget password | |
| Normal password change | Enterprise Settings > Security > Password Requirements > Password changes > Notify admins when users change passwords in Settings |
| Global reset | |
| Password history | |
| Password reset frequency | |
| Allow known weak passwords | |
| Minimum numeric characters | |
| Minimum password length | |
| Minimum special characters | |
| Require uppercase | |
| Session length | |
| Allow users to sign up on their own | |
| Changed Shield Trial Setting | |
| Initiated SSO Connection Request | |
| Changed SSO Test Mode Setting | |
| Added New SSO Verification Certificate | |
| Removed SSO Verification Certificate | |
| Scheduled enforcement of two factor authentication for external collaborators | |
| Disabled two factor authentication for external collaborators | |
| Two factor authentication for external collaboration enforcement complete | |
| Two factor authentication for external collaboration enforcement failed | |
| Changed configuration for two factor authentication for external collaborators | |
|
Sign |
|
| Changed Sign User Enablement | |
| Changed Sign Users Can Create Templates | |
| Enabled Sign Disclosure | |
| Changed Sign Disclosure Type | |
| Changed Sign Enterprise-Specific Disclosure Text | |
|
User Settings |
|
| Default user contact view-ability | |
| Default user sync availability | |
| Default user login activity exemption |
| Data Column | Description |
|---|---|
| Item Owner Login\* | Required. The value in the Name field in User Account Details of the owner of the item. |
| Item ID | A number that uniquely identifies the file or folder. |
| Item Name\* | Required. The name given to the file or folder. |
| Path | The path to the file or folder from the root of your Box instance. |
| Shared Item Type |
The type of item shared. Values in this field can be:
|
| Shared Link Status |
The status of the shared link. Values in this field can be:
|
| Derived Status (calculated value) |
The derived status of the shared link precedes the original shared link status. It includes cases of sharing a file or folder that is controlled by an enterprise setting, individual setting, or an account setting. Values in this field can be:
If the Shared Link Restriction security control is enabled, it will impact the value shown. Specifically, the People in your company and invited people restriction will appear as Company while the Invited people only restriction will show as Collaborators. If there is no action that overrides a shared link status, the value displayed in Shared Link Status and Derived Status will be the same. |
| Shared Link URL\* | Required. The Box-generated URL of the shared link. If the custom subdomain is changed in Enterprise Settings, the updated URL will display in the report. |
| Custom URL | The custom URL, if any, of the shared link. The value is None if no custom URL. |
| Password Set |
Whether a password is required to access the item. Values in this field can be:
|
| Created Date | The date, in UTC, that the shared link was created. |
| Expiration | The date, in UTC, that the shared link expires. If no expiration date, the field is blank. |
| Permissions |
The permissions for the shared link. Values in this field can be:
|
| Filter | Description |
|---|---|
| Owner | Optional. Enter one or more names or email addresses of managed users or of user groups to limit the Shared Links report to specific owners of shared links. |
| Expiration Date |
Optional. The date range in which shared link expiration dates are set.
|
| Created Date |
Optional. The date range in which shared links were created. Select from:
If you do not select a date range, the value used will be Past Years > All Time, which is equivalent to 7 years, or as long as you have an account tariff with reporting access if less than 7 years. |
| Shared Link |
Optional. Enter a specific shared link URL to get a report on that shared link. You can't fill in this filter when you don't have access permissions to the shared link. |
| Why did Box update the Privacy Notice? | Box updated its Privacy Notice to reflect that, effective November 4, 2025, Box AI will be enabled for net new customers as part of the Box Service for Business Starter, Business, Business Plus, Enterprise, and Enterprise Plus accounts. As an AI-first company, we want to be transparent about how Box AI features are offered and to give customers clear, up-to-date information on how data is processed when those features are used. |
|---|---|
| What updates are included in the Box Privacy Notice? | Protecting our customer’s privacy is critical to Box. We updated the Privacy Notice to clarify how we collect and handle information and to explain customer responsibilities when using AI features. Key changes include: \* A description of the types of personal information we may collect from you and/or process when you use the Box Service and related features you choose to use. \* If applicable, we’ve also included additional details about Box AI, such as:
|
| Which customers does the updated Box Privacy Notice apply to? | The updated Box Privacy Notice applies to Box customers that are net new as of November 4, 2025 that will be on the following plans: Business Starter, Business, Business Plus, Enterprise, and Enterprise Plus. If you are an existing customer on or prior to November 3, 2025 the updated Privacy Notice does not apply to your organization. |
| Can I turn off Box AI in my settings? | You may disable Box AI at any time by adjusting the account settings within the administrative console. For more information on disabling Box AI, visit Configuring Box AI. |
| Id | Name | Qty | Price |
|---|---|---|---|
| \{\{tablerow item in invoice.items}} | |||
| \{\{item.id}} | \{\{item.name}} | \{\{item.quantity}} | \{\{item.price}} |
| \{\{endtablerow}} |
| JSON | Tags |
|---|---|
| ```json theme={null} { "invoice":{ "id": "Inv1203", "date": "18-08-2023", "customerName": "Example Corporation", "currency": "$", "amount": 5060.50, "billingAddress":{ "street": "Example street", "city": "Example city", "zip": "EX-456" }, "products": [ { "id": 1, "name": "A4 Papers", "quantity": 100, "price": 29, "amount": 2900 }, { "id": 2, "name": "Ink Cartridge", "quantity": 40, "price": 39, "amount": 1560 }, { "id": 3, "name": "Adhesive tape", "quantity": 20, "price": 30, "amount": 600.50 } ] } } ``` |
|
\{\{invoice.id}}\{\{invoice.date}}\{\{invoice.customerId}}\{\{invoice.customerName}}\{\{invoice.currency}}\{\{invoice.amount}} | Invoice\{\{invoice.customerName}} | - | \{\{invoice.customerName}} |
| \{\{invoice.customerName :: optional}} | - | |
### Default values
| Input format | Input data | Output data |
| - | - | - |
| \{\{invoice.customerName}} | - | \{\{invoice.customerName}} |
| \{\{invoice.customerName :: default(“Box Inc”)}} | - | Box Inc |
### Formatting text tags
| Input format | Input data | Output data | Supported \{\{invoice.customerName :: uppercase}} | Acme Inc | ACME INC | Yes | No |
| \{\{invoice.customerName :: lowercase}} | Acme Inc | acme inc | Yes | No |
| \{\{invoice.date :: format(“dd-mm-yyyy”) }} | 13-03-2023 | 13-03-2023 | Yes | No |
| \{\{invoice.date :: format(“mm-dd-yyyy”) }} | 13-03-2023 | 03-13-2023 | Yes | No |
| \{\{invoice.date :: format(“dd-mmm-yy”) }} | 13-03-2023 | 13-Mar-22 | Yes | No |
| \{\{invoice.id :: format(“xxx-xxxx”) }} | Inv1203 | Inv-1203 | Yes | No |
| \{\{invoice.amount :: format(“EU-Number”) }} | 300000 | 300.000 | Yes | No |
| \{\{invoice.amount :: format(“US-Number”) }} | 300000 | 300,000 | Yes | No |
### Rich text
Box Doc Gen enables you to generate documents with rich text. If the input JSON data contains HTML tags such as bold, italic, underline, line breaks, paragraphs, anchors, or images, Doc Gen automatically interprets them as rich text and applies the relevant formatting.
| HTML Tags | JSON data | Output |
|---|---|---|
| Bold | \{ "company": "\Acme Inc.\ A fictional company that features prominently in the Road Runner show as a running gag. Phone:\ 999-999-9999\" } | Acme Inc. A fictional company that features prominently in the Road Runner show as a running gag. Phone: 999-999-9999 |
| Italic | \{ "company": "\Acme Inc.\ A fictional company that features prominently in the Road Runner show as a running gag. Phone:\ 999-999-9999\" } | Acme Inc. A fictional company that features prominently in the Road Runner show as a running gag. Phone: 999-999-9999 |
| Underline | \{ "company": "\Acme Inc.\ A fictional company that features prominently in the Road Runner show as a running gag. Phone:\ 999-999-9999\" } | Acme Inc. A fictional company that features prominently in the Road Runner show as a running gag. Phone: 999-999-9999 |
| Bold, Italic and Underline | \{ "company": "\\\Acme Inc.\\\A fictional company that features prominently in the Road Runner show as a running gag. Phone:\\\ 999-999-9999\\\" } | Acme Inc. A fictional company that features prominently in the Road Runner show as a running gag. Phone: 999-999-9999 |
| Strong | \{ "company": "\Acme Inc.\ A fictional company that features prominently in the Road Runner show as a running gag. Phone:\ 999-999-9999\" } | Acme Inc. A fictional company that features prominently in the Road Runner show as a running gag. Phone: 999-999-9999 |
| Span | \{ "company": "\Acme Inc.\ A fictional company that features prominently in the Road Runner show as a running gag. Phone:\ 999-999-9999\" } | Acme Inc. A fictional company that features prominently in the Road Runner show as a running gag. Phone: 999-999-9999 |
| Emphasized | \{ "company": "\Acme Inc.\ A fictional company that features prominently in the Road Runner show as a running gag. Phone:\ 999-999-9999\" } | Acme Inc. A fictional company that features prominently in the Road Runner show as a running gag. Phone: 999-999-9999 |
| Line breaks | \{ "company": "\Acme Inc.\ \n A fictional company that features prominently in the Road Runner show as a running gag. \n Phone:\ 999-999-9999\" } | Acme Inc. A fictional company that features prominently in the Road Runner show as a running gag. Phone: 999-999-9999 |
| Paragraphs | \{ "company": "\Acme Inc.\ \ | Acme Inc. A fictional company that features prominently in the Road Runner show as a running gag. Phone: 999-999-9999 |
| Ordered list | \ |
|
| Unordered list | \ |
|
\{\{ tablerow item in multipleImages }} | |
\{\{ item.name }} | Embedded image whose Alt Text includes JSON with image-path |
\{\{ endtablerow }} |
| Id | Name | Qty | Price |
|---|---|---|---|
\{\{tablerow item in invoice.items}} | |||
\{\{item.id}} | \{\{item.name}} | \{\{item.quantity}} | \{\{item.price}} |
\{\{endtablerow}} |
\{\{ for item in invoice.items }}\{\{item.name}}\{\{ endfor }} | List of products:\{\{ for item in invoice.items }}\{\{item.name}}, \{\{item.quantity}}\{\{ endfor }} | List of products:\{\{ for item in invoice.items }}\{\{item.name}}, \{\{item.quantity}}\{\{ endfor }} | List of products:\{\{ for item in invoice.items }}\{\{item.name}}, \{\{item.quantity}}\{\{ endfor }} | List of products:\{\{ for item in invoice.items }}\{\{item.name}}, \{\{item.quantity}}\{\{ endfor }} | List of products:\{\{ for item in invoice.items }}\{\{item.name}}, \{\{item.quantity}}\{\{ endfor }} | List of products:\{\{ for item in invoice.items }}\{\{item.name}}, \{\{item.quantity}}\{\{ endfor }} | List of products:\{\{ items :: delimiter(“,”)}} | A4 Papers, Ink cartridge, Adhesive tape |
| List - with semicolon separator | \{\{ items :: delimiter(“;”)}} | A4 Papers; Ink cartridge; and Adhesive tape |
| List - with customer separator | \{\{ items :: delimiter(“\~”)}} | A4 Papers\~ Ink cartridge\~ Adhesive tape |
| List - with Comma and last delimiter | \{\{ items :: delimiter(“,”) , lastdelimiter (“, and”)}} | A4 Papers, Ink cartridge, and Adhesive tape |
| List - with semicolon and last delimiter | \{\{ items :: delimiter(“;”) , lastdelimiter (“; and”)}} | A4 Papers; Ink cartridge; and Adhesive tape |
| List - with custom separator and last delimiter | \{\{ items \| delimiter(“~~”) , lastdelimiter (“~~ and”)}} | A4 Papers\~ Ink cartridge\~ and Adhesive tape |
***
## 5. Conditions
You can use conditions to add input to the output document. The Box Doc Gen Template Creator add-in can help you define these conditions within the document template.
### Supported conditions and operators
| Tag type | Conditions supported | Operators supported to chain conditions |
|---|---|---|
| String | ==(is equal to), !=(is not equal to), isPresent | AND, OR |
| Date | isPresent | AND, OR |
| Number | \<, >, ==, !=, >=, \<= | AND, OR |
\{\{ if invoice.paymentMethod == “Online Transfer” AND invoice.paymentTerms == “Net30” }} \{\{ elseif invoice.paymentMethod == “Cheque” AND invoice.paymentTerms == “Net60” }} \{\{else}}\{\{endif}} | Payment terms:\{\{ if invoice.amount > 1000 AND invoice.amount \< 5000 AND invoice.paymentMethod == “Cheque” }} \{\{ elseif invoice.amount > 5000 AND invoice.paymentMethod == “Cheque”}} \{\{else}}\{\{endif}} | Processing fees:\{\{ if invoice.deliveryDate isPresent }} \{\{ invoice.deliveryDate}}.\{\{else}}| Id | Name | Qty | Price |
|---|---|---|---|
\{\{tablerow item in invoice.items}} | |||
\{\{item.id}} | \{\{item.name}} | \{\{item.quantity}} | \{\{item.price}} |
\{\{endtablerow}} |
| Id | Name | Qty | Price |
|---|---|---|---|
\{\{ tablerow item in invoice.items }} | |||
\{\{ item.id}} | \{\{ item.name}} | \{\{ item.quantity}} | \{\{ if item.price isPresent}}\{\{item.price}}\{\{ else }}-\{\{ endif }} |
\{\{ endtablerow }} |
\{\{ invoice.grossAmount + invoice.taxAmount}} | Net Amount:\{\{ invoice.grossAmount + invoice.taxAmount + invoice.shippingCharge}} | Net Amount:\{\{ invoice.taxRate % \* invoice.grossAmount}} | Tax Amount:\{\{ \$sum(invoice.items.amount) }} | Gross Amount:\{\{ \$count(invoice.items.amount) }} | Count:\{\{ \$average(invoice.items.amount) }} | Average Amount:\{\{ $sum(invoice.items.amount) + invoice.taxRate % * $sum(invoice.items.amount)}} | Net Amount:\[\[t\|0]] | Yes | Yes |
| Date field | \[\[d\|0]] | Yes | Yes |
| Checkbox field | \[\[c\|0]] | Yes | Yes |
| Signature field | \[\[s\|0]] | Yes | Yes |
| Stamp field type | \[\[st\|0]] | Yes | Yes |
| Initials field type | \[\[i\|0]] | Yes | Yes |
| Name field type | \[\[n\|0]] | Yes | Yes |
| First name field type | \[\[fn\|0]] | Yes | Yes |
| Last name field type | \[\[ln\|0]] | Yes | Yes |
| Company field type | \[\[co\|0]] | Yes | Yes |
| Email field type | \[\[e\|0]] | Yes | Yes |
| Title field type | \[\[ti\|0]] | Yes | Yes |
| For an attachment field type | \[\[a\|0]] | Yes | Yes |
# Uploading templates to Doc Gen
Source: https://docs.box.com/en/box-doc-gen/box-doc-gen-templates/uploading-templates-to-doc-gen
Before generating documents, you must add your template to Box Doc Gen. You can do this by:
* [Marking an existing file already stored in your Box account as a Doc Gen template](/en/box-doc-gen/box-doc-gen-templates/managing-box-doc-gen-templates).
* Uploading a template.
This article covers uploading templates. When uploading a template, you can either create a new template from scratch or upload an existing file that you've already authored with template tags.
## Creating a new Doc Gen Template from scratch
To create a new Doc Gen template in Box:
1. Navigate to **Automate** > **Doc Gen** tab.
2. Select **New** > **Doc Gen Template**.
3. In the new window, select **New file**.
4. Provide a name for your template.
5. Specify the destination folder where you want to store the template.
6. Select **Create**.
A new Box Doc Gen template is created in the provided folder and automatically marked as a Box Doc Gen template. It is also visible under the **Doc Gen** tab in **Automate**.
After that, you need to add Box Doc Gen template tags to your template. Use one of the following approaches:
1. Use the [Box Doc Gen Template Creator add-in for Microsoft Word](/en/box-doc-gen/box-doc-gen-installation/installing-the-box-doc-gen-template-creator-add-in-for-microsoft-word) to create a Box Doc Gen template without any code.
2. Use the [Box Doc Gen tagging script](/en/box-doc-gen/box-doc-gen-templates/template-tags-reference-guide-and-examples) to manually author the template.
## Creating a Doc Gen Template from an existing file
To upload an authored Box Doc Gen template to Box:
1. Navigate to **Automate** > **Doc Gen** > **New** > **Doc Gen Template**.
2. In the new window, select **Existing file**.
3. Select either **Choose from Box** or **Upload File**.
4. Specify the destination folder where you want to store the template.
5. Select **Create**.
After that, the template is added to the provided folder and automatically marked as a Doc Gen template. It is also visible under the **Doc Gen** tab in **Automate**.
# About Box Doc Split
Source: https://docs.box.com/en/box-doc-gen/doc-split/about-doc-split
Box Doc Split breaks a multi-page PDF stored in Box into smaller sub-documents and saves the results to a Box folder.
Use Box Doc Split when you need to:
* Break a multi-page PDF into page ranges you define yourself with a [manual split](/en/box-doc-gen/doc-split/manual-split)
* Have Box group pages based on natural language instructions with a [smart split](/en/box-doc-gen/doc-split/smart-split)
| Flow | Prompted Option | Automatic Option |
|
Lock a collaborated file When a user opens an unlocked Word/Excel/PowerPoint file |
User is prompted to lock the file. This prompt will also be displayed when a user saves a file to Box using Save As. Note:
|
File is automatically locked. The file is also locked when a user saves a file to Box using Save As.
|
|
Unlock a file When a user closes a locked Word/Excel/PowerPoint file that they locked |
File is automatically unlocked Note:
|
File is automatically unlocked Note:
|
|
File locked by a collaborator When users open a locked Word/Excel/PowerPoint file. |
User is notified that the file is locked by a collaborator, and the file will open in read-only mode.
|
User is notified that the file is locked by a collaborator, and the file will open in read-only mode.
|
| Legacy version | New Version |
|---|---|
|
Only folders can be marked for offline To reach Box menu, users had extra clicks to see more of the context menu |
Both files and folders can be marked for offline. Mark for offline option is available in the main context menu as "Always keep on this device" |
| Legacy version | New Version |
|---|---|
|
|
|
| Legacy version | New version | Description |
|---|---|---|
|
|
|
Item is up-to-date in Box and available online-only. |
|
|
|
Item is a problem item. For more information on problem items and how to resolve them, see Problem Item Notifications. |
|
|
|
Item is in the process of being saved to Box. |
|
|
|
Item has been locked. |
|
|
|
Item is marked for offline access. |
| N/A |
|
Item is downloaded. |
|
|
|
Item is open in an active co-authoring session. |
| N/A |
|
Folder is marked for offline but contains items that can’t be downloaded. |
| Legacy version | New Version |
|---|---|
|
To reach Box menu user had to do extra click to see the different context menu. |
Box menu is seamlessly integrated into the native context menu. |
| Legacy version | New Version |
|---|---|
|
Making files available online does not guarantee that local storage will be freed immediately. Some cached files may remain on the disk. |
Users can identify which files are available locally on disk and have the capability to free up space by making them online-only. |
| Item is up-to-date in Box and available online only. | |
|---|---|
| Item is problematic. For more information on problem items and how to resolve them, see Problem Item Notifications. | |
| Item is in the process of being saved to Box. | |
| Item is locked. | |
| Item is marked for offline access. | |
| Item is marked available offline and online | |
| Item is open in an active co-authoring session. |
| No icon | Item is up-to-date in Box. |
|---|---|
| Item is not downloaded to the device's hard drive. You do not need to click this item to open files or folders with Box Drive. You can select files and folders by clicking this item, or open them by double-clicking on this item. When you double-click on the item, Box downloads the item and displays its contents in the default application you've chosen for the file type. | |
| Item is not saved to Box. | |
| Item is being downloaded to the device's hard-drive, or is being saved to Box. | |
| Download is in progress. | |
| Item is a problem item. For more information on problem items and how to resolve them, see Problem Item Notifications. | |
| Item is being saved to Box. | |
| Item is locked. | |
| Item is marked for offline access. | |
| Item is open in an active co-authoring session. |
| Scenario | Result |
|---|---|
| Customer sandbox experiment with a one-day retention policy. | The disposition process may take up to 72 hours to take effect. |
| Shortening a modifiable retention policy from 180 days to 90 days. | |
| Setting an Event-Based Retention (EBR) policy start date to exactly three years ago (with a three-year retention period). | |
| Applying a three-year retention policy to a large folder (200K+ items). | The disposition process may take up to 72 hours to take effect. For content older than 3 years, complete deletion for all eligible items may take several days. |
| Error Message | Possible Causes |
| Could not complete login because the app is not authorized. Please contact your administrator for more information. |
|
| Could not complete login because the user is not authorized. Please contact your administrator for more information. |
|
| No message (returns user to the login screen) |
|
| Configuration key | Description | Required for | Configuration value |
| Public ID | A shared secret provided by Box to MDM admin. Identifies the enterprise managing the device and settings to apply. | Microsoft Intune | the public ID provided by Box |
| Workspace ONE | the public ID provided by Box | ||
| MaaS360 | the public ID provided by Box | ||
| Ivanti | the public ID provided by Box | ||
| Management ID - MSC only | Identifies the device during the management status check. | Microsoft Intune | AnyString |
| Workspace ONE | \{ManagementID} | ||
| MaaS360 | %CSN% | ||
| Ivanti | \$\{deviceUDID} | ||
|
com.box.mdm.oneTimeToken (iOS Only) |
Precaution against tampering with the deploy after Box login. | Microsoft Intune and others | AnyString |
| Workspace ONE | \{DeviceUid} | ||
| MaaS360 | %CSN% | ||
| Ivanti | \$\{deviceUDID} | ||
| User Email Address | Box account to pre-fill and allow during login. | Microsoft Intune | \{\{userprincipalname}} |
| Workspace ONE | \{EmailAddress} | ||
| MaaS360 | %email% | ||
| Ivanti | \$\{userEmailAddress} | ||
|
Allow Microphone (iOS Only) |
Disable all features which ask for microphone access. | Microsoft Intune | false |
| Workspace ONE | false | ||
| MaaS360 | false | ||
| Ivanti | false |
| Configuration key | Configuration value | Comments |
| Intune Enterprise | 1 | required for MAM |
| userprincipalname | \{\{userprincipalname}} | required for MAM |
| IntuneMAMUPN | \{\{userprincipalname}} |
|
| IntuneMAMOID | \{\{userid}} |
|
|
Account Information
|
|
|
Security
|
|
|
Camera & Uploads
|
|
|
Metadata
|
|
|
Cache
|
|
In addition to the toolbar, you can insert content such as tables, call outs, dates, and inline AI chat using the inline menu. Select the + icon on the left of the text editor, or type / anywhere in the note to open the slash menu. The slash menu supports filtering — start typing to narrow the list of available content blocks.
| Setting | Description |
|---|---|
| Name | Required. A classification label name must be unique and cannot be more than 40 characters. The name appears in a colored pill when users select or preview a file or folder with the classification label applied. |
| Color | Required. The default is Yellow. |
| Definition | Required. Additional information that is displayed to users in the web application (but not the Box apps on iOS or Android nor in Box Drive) when users select or preview a file or folder with the classification label applied. |
| Setting | Description |
|---|---|
| Classification Policy Name | Enter a unique and descriptive name. Limited to 80 characters. Plain text only. |
| Description | Optional. Enter additional information that summarizes what the policy does. Limited to 250 characters. Plain text only. Important: Because of potential security issues, the Description field cannot contain hyperlinks. |
| Setting | Description |
|---|---|
| Apply to all folders | The policy will apply to files in all folders in your enterprise. |
| Only selected folders | The policy will apply to files only in folders you select and in all sub-folders of those folders. To select folders:
|
| Setting | Description |
|---|---|
| File Extensions | Determines which file types the classification policy will be applied to. File types are determined by file extension. To enter file extensions, type one or more file extensions separated by commas.
|
| Setting | Description | |||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| When a file contains the following conditions | Determines which of the conditions must match for a policy to be applied. Select:
| |||||||||||||||||||||||||||||||||||||||
| Data Type | Determines what will be searched for in the content. You can select one of each discrete InfoType, plus one or more user-generated term sets, up to 20 total. For numerical values in the InfoType selections, enter numerals only, no spaces, hyphens, periods, or other non-numeric characters.
| |||||||||||||||||||||||||||||||||||||||
| Confidence | Determines the detection accuracy with which Box finds matching Info Types in your content. It is intended to indicate the likelihood that a piece of data matches a given Info Type. Select:
Confidence is determined by matching elements that a detection result contains. Matching elements considered per Info Type vary, including, but not limited to, pattern, checksum, and context such as hotwords that indicate the presence of certain Info Types, a column header of a structured file, and so on. Generally, for confidence to hit High or Medium, the piece of data needs to have multiple matching elements, especially context. Selecting High may result in more false negatives, while selecting Low may result in more false positives. | |||||||||||||||||||||||||||||||||||||||
| With | Select:
| |||||||||||||||||||||||||||||||||||||||
| Unique Count | Determines the number of unique instances that need to match for the condition to match. You would enter 0, 1, or 2 values depending on what you select in the With column. |
| Setting | Description |
|---|---|
| Apply This Label | Determines which classification label gets applied to the file or folder when there is a policy match. |
| Conflict Handling | Determines what happens when a classification label should get applied by the policy to a file that already has an existing classification label. Select from:
|
| Setting | Description |
|---|---|
| Allow additional user roles to modify classifications | Determines if additional user roles can modify classifications or limit modifying to only Admins and Co-Admins. Note: Admins and Co-Admins with “Edit User Content permissions” can always modify the classification labels on files and folders.
|
| User Role(s) | Determines which user role(s) can add, modify, or delete classifications on files or folders. Select from:
|
| Setting | Description |
|---|---|
| Enable Integration | Determines the status of Microsoft Purview Information Protection integration. When enabled, mapped Microsoft sensitivity labels are converted to Box classification labels when files and new versions of files are uploaded. If you disable Microsoft Purview Information Protection integration, you will lose all of your selections and mapping information because Box does not retain information from integrated services once the integration ends. |
| Prevent Modifications | Determines whether files with Box classification labels mapped from sensitivity labels can have those labels updated by anyone, including users, the folder cascade, or auto-classification. |
| Set Default Mapping | Determines if a default classification label will be applied to a new file and a new version of a file when:
|
| Mapped Labels | Determines the mapping of Microsoft sensitivity labels to Box classification labels. |
| Reputation Scan | Deep Scan | |
| Type of Scan | Compares file hash with hashes within known malware libraries from 30+ leading malware scan vendors. If the hash is identified within one of the malware libraries, it will trigger a malicious verdict. | Recursively unpacks files to recognize suspicious indicators and identify more sophisticated malware (a form of static analysis scanning). The scan is extended to all active content, which means the malware scan is triggered for any of the enterprise’s previously unscanned files on the next preview, share, download, or edit. Scans external files that are accessed by managed users to reduce third party risk. |
| When is a Scan Triggered? |
|
|
| What file sizes are supported? | Supports all file sizes | Files up to 200MB |
| What file types are supported? | Supports all file types | See: File types supported by Malware Deep Scan |
| File Category | File Type |
| Compressed/Archive File Types | .7z, .bz2, .gzip,.jar, .rar, .tar, .tar.bz2, .tar.gz, .tar.z, .xar, .zip |
| Executable File Types | .bundle, .dll, .dylib, .elf (ELF 32 & ELF 64 compiled for Intel 80386 & 80360 and AMD x86-64), .exe, Mach-O 32, Mach-O 64, Mach-O ARM, Mach-O FAT, .o, .ocx, PE 32, PE 64, scr, .so, .sys |
| Document File Types | .doc, .docm, .docx, .hwp, .jdt .mht, .pdf .ppt, .pptm, .pptx, .rtf, .sylk, .xls, .xlsm .xlsx |
| Graphic File Types | .tiff |
| Disk Image File Types | .dmg (AppleDisk, KolyDMG, GPTDisk, HFSPlu), ISO9960 |
| Other File Types | EICAR, .lnk, .msg, .otf, .ttf |
| Item | Level | Description |
|---|---|---|
| Folder, Account | An item in the folder is explicitly included in the analysis. The folder itself will not be analyzed. | |
| Folder | Items in the folder are skipped and won’t be analyzed. | |
| Account | Certain items in different folders in this account are selected for analysis. |
| Job type | Status | Job options |
|---|---|---|
| Analysis | Not started | Run Analysis Schedule Delete Job |
| Provisioning Starting Scanning Stopped | Configure Job Stop Job View Run History View Job Report | |
| Failed Timed Out Completed Completed with errors | Configure Job Run Analysis Schedule View Job Report View Run History Delete Job | |
| Migration | Not started | Configure Job Run Simulation Run Transfer Delete Job |
| Provisioning Starting Scanning | Configure Job Stop Job View Run History View Job Report | |
| Scanned Stopped Failed Timed Out | Configure Job Schedule View Run History Delete Job | |
| Completed Completed with errors | Configure Job Schedule View Job Report View Run History Delete Job |
| Item | Level of display | Description |
|---|---|---|
|
|
Folder | An item in a specific folder is explicitly included in the migration. This file is migrated, even though the folder is not. |
|
|
Folder | Files in the folder were skipped. These files are not migrated. |
|
|
Folder, Account | An item in the folder was redirected to a different folder or account. |
|
|
Folder, Account | A file or files in one of the child folders are explicitly included in the migration. Icon displayed when you select files in several folders. |
|
|
File, Folder, Account | Clears the mapping from source to target. |
|
|
File, Folder, Account |
Opens the list with target account folders. Use it to:
|
|
|
File, Folder, Account | Skips the file in the folder. This file is not migrated. |
|
|
File, Folder, Account | Includes the skipped file in the migration. |
| Step | Description |
|---|---|
| 1 | Select the source system. |
| 2 | Map the source content to the target location, by hand or in a spreadsheet. |
| 3 | Scan the source system for any information related to permissions set on files and folders. |
| 4 | If the scan returns a list of errors, resolve them in the source system, and re-scan the source system. |
| 5 | Map source users and groups to their Box counterparts. If the scan detects any permission conflicts, decide how to resolve them. |
| 6 | Specify additional content filters and other settings for the migration job. Available settings can differ depending on the source system. |
| 7 | Define run settings to set up upload bandwidth value (for Windows sources only) and mirror deletions. Mirror deletions can lead to accidental data loss. Box recommends that you always run simulations and review reports before you run any transfer that can delete data. |
| 8 | Check the content and settings to make sure everything is correct. |
| 9 | Run a simulation of the migration. This step is optional and you can proceed directly to migration, but Box recommends it, especially if you are running a migration for the first time. A simulation confirms that all the necessary information is in place and ready for migration. |
| 10 | Once you have examined the simulation report, run the migration. When the migration is done, you can examine the resulting report. |
| Item | Level of display | Description |
|---|---|---|
|
|
Folder | An item in a specific folder is explicitly included in the migration. This file is migrated, even though the folder is not. |
|
|
Folder | Files in the folder were skipped. These files are not migrated. |
|
|
Folder, Account | An item in the folder was redirected to a different folder or account. |
|
|
Folder, Account | A file or files in one of the child folders are explicitly included in the migration. Icon displayed when you select files in several folders. |
|
|
File, Folder, Account | Clears the mapping. |
|
|
File, Folder, Account |
Opens the list with target account folders. Use it to:
|
|
|
File, Folder, Account | Skips the file in the folder. This file is not migrated. |
|
|
File, Folder, Account | Includes the skipped file in the migration. |
| Action | Description | Diagram |
|---|---|---|
| Expand permissions | Adds permissions to child folders or files if they have fewer permissions than a parent. | |
| Restrict permissions | Removes permissions from the parent folder if a child has fewer permissions than the parent. | |
| Skip conflict | These folders or files are not transferred in the data migration because they have reduced permissions relative to a parent. They display as filtered in results. |
| Expand permissions | Adds permissions to child folders or files if they have fewer permissions than a parent. | |
Restrict permissions | Removes permissions from parent folder if a child has fewer permissions than the parent. | |
Skip files that have conflicts | These folders or files are not transferred in the data migration because they have reduced permissions relative to a parent. They display as filtered in results. |
| Category | Description |
| Size | How large or small files are or how many files there are |
| User | How an organization categorizes users |
| Permission | What users have privileges and rights to files |
| Date | When the files created or modified |
| Type | What the formats are for the files |
| Path structure | Where the files are |
| Job title | Description | Article location |
| “Migrate Data” | Moves files and folders Does not apply ownership or permissions Required selection | Section 2.1 Setting Up Your Data Migration |
| “Migrate Ownership” | Migrates Data and maps owner properties from source to target | Section 4.3 Migrate Ownership |
| “Migrate Permissions” | Includes “Migrate Data” and “Migrate Ownership” as well as maps and migrates sharing privileges | Section 4.4 Migrate Permissions |
| Error | Description |
|---|---|
| Read-error | Most are permissions related. These must be resolved in the source system. |
| Write-error | Related to issues writing data to target. |
| Filtered | Indicates data that will not be migrated. |
| Match-exists | Up-to-date copy of file or folder already exists on target: source and target are synced. |
| Success | File should transfer with no errors. |
| Partial-success | File should transfer successfully, although with missing metadata. |
| Source-missing | Typically indicates files were found on the target that are not on source. |
| Size-exceeded | The file is larger than the target supports. |
| Expand permissions | Adds permissions to child folders or files if they have fewer permissions than a parent. |
| Restrict permissions | Removes permissions from parent folder if a child has fewer permissions than the parent. |
| Skip files that have conflicts | These folders or files are not transferred in the data migration because they have reduced permissions relative to a parent. They display as “filtered” in results. |
| Expand permissions | Adds permissions to child folders or files if they have fewer permissions than a parent. | |
|---|---|---|
| Restrict permissions | Removes permissions from the parent folder if a child has fewer permissions than the parent. | |
| Skip files that have conflicts | These folders or files are not transferred in the data migration because they have reduced permissions relative to a parent. They display as filtered in results. |
| Expand permissions | Adds permissions to child folders or files if they have fewer permissions than a parent. | |
|---|---|---|
| Restrict permissions | Removes permissions from parent folder if a child has fewer permissions than the parent. | |
| Skip files that have conflicts | These folders or files are not transferred in the data migration because they have reduced permissions relative to a parent. They display as filtered in results. |
| Expand permissions | Adds permissions to child folders or files if they have fewer permissions than a parent. | |
Restrict permissions | Removes permissions from parent folder if a child has fewer permissions than the parent. | |
Skip files that have conflicts | These folders or files are not transferred in the data migration because they have reduced permissions relative to a parent. They display as filtered in results. |
| Sender and Admin features | ||||||||
| Feature | Individual Plans | Business Plans | ||||||
| Individual | Personal Pro | Business Starter | Business | Business Plus | Enterprise | Enterprise Plus | Enterprise Advanced | |
| Number of docs sent for e-sign via Box web app | 5 per month | 15 per month | 10 per user per month | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited |
| Sign & send, or request signatures | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Pre-filled text and read only fields | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Standard fields and formatting | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Notifications & reminders | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Real-time audit trail | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Set signing order - sequential and parallel | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Add the same recipient multiple times | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Set custom expiration date for signature request(s) | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Signer verification via email | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Keyboard shortcuts for doc prep | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Multi-doc packages | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Unlimited Box Sign templates | - | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Signer verification via SMS | - | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Password protection of docs | - | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| User controls for Admins | - | - | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Shared signature requests | - | - | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Customize embedded signer disclosure | - | - | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Sign-Relay integration | - | - | - | ✓ | ✓ | ✓ | ✓ | ✓ |
| Custom branding for signature requests | - | - | - | ✓ | ✓ | ✓ | ✓ | ✓ |
| Text input field validation | - | - | - | ✓ | ✓ | ✓ | ✓ | ✓ |
| Signer attachments field | - | - | - | - | - | ✓ | ✓ | ✓ |
| Sign-Shield integration | - | - | - | - | - | ✓ 1 | ✓ | ✓ |
| Recipient groups | - | - | - | - | - | ✓ | ✓ | ✓ |
| Batch send | - | - | - | - | - | - | ✓ | ✓ |
Support for 21 CFR Part 11 | - | - | - | - | - | - | ✓ 3 | ✓ 3 |
| Ready-sign links | - | - | - | - | - | - | ✓ | ✓ |
Signer verification via Box account login | - | - | - | - | - | - | ✓ | ✓ |
Conditional fields | - | - | - | - | - | - | ✓ | ✓ |
CAC/PIV smart card signer authentication | - | - | - | - | - | - | \$ | \$ |
| Number of signature requests sent for e-sign via 3rd party and custom integrations (requests/customer/year) | - | - | - | 100 | 150 | 250 | Unlimited (3rd party) - 10002 | Unlimited (3rd party) - 20002 |
| Signer features | ||||||||
| Feature | Individual Plans | Business Plans | ||||||
| Individual | Personal Pro | Business Starter | Business | Business Plus | Enterprise | Enterprise Plus | Enterprise Advanced | |
| Signing on web app and mobile devices | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Draw/type/upload signatures | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| In-person signatures | - | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Box Configuration | Box will... |
|---|---|
|
|
| |
| |
|
|
|
^(\\+81\[-.\s]?)?(0?\d\{1,4})\[-.\s]?\d\{1,4}\[-.\s]?\d\{4}\$ | Acceptable examples:^\\+?\[0-9]\[0-9\s.\\-]\{6,14}\$ | • Allows spaces, dots, or hyphens between digits^\\+?\d\{7,15}\$ | • Doesn’t allow spaces or special characters^\[A-Za-z0-9]+\$ | Letters and digits only, any length |
| Alphanumeric with underscores | ^\[A-Za-z0-9\_]+\$ | Letters, digits, and underscores |
| Alphanumeric with hyphens | ^\[A-Za-z0-9-]+\$ | Letters, digits, and hyphens (common for contract IDs, tracking numbers) |
| Alphanumeric with underscores and hyphens | ^\[A-Za-z0-9\_-]+\$ | Letters, digits, underscores, and hyphens |
| Prefix + digits (e.g. ABC-12345) | ^\[A-Za-z]\{2,5}-\d\{3,10}\$ | Common for invoice or document numbers |
#### Other common patterns
| Use case | Regex pattern | Description |
| - | - | - |
| Street Address | ^\[0-9A-Za-z\s.,'-]+\$ | Allows numbers, letters, hyphens, and punctuation |
| Uppercase Letters Only | ^\[A-Z]+\$ | Accepts only uppercase letters |
| Lowercase Letters Only | ^\[a-z]+\$ | Accepts only lowercase letters |
## Known limitations
* Text input validation is not available for CFR Part 11 signature requests or templates.
# Using ready-sign links
Source: https://docs.box.com/en/box-sign/sending-a-document-for-signature/using-ready-sign-links
Box's ready-sign link feature allows you to create fillable, signable templates accessible through a shareable hyperlink or embedded on a website, enabling multiple users to easily complete signature requests. The template should meet certain requirements to be leveraged as a ready-sign link.
Use this link when you want to post a signature request on a public form — such as an email, social media post, or web page — without knowing who the signers will be. Example use cases include:
* Waivers or release forms
* Applications
* Enrollment forms
\[\[t\|1]] |
| Date signed | \[\[d\|1]] |
| Checkbox | \[\[c\|1]] |
| Signature | \[\[s\|1]] |
| Stamp | \[\[st\|1]] |
| Initials | \[\[i\|1]] |
| Name | \[\[n\|1]] |
| First name | \[\[fn\|1]] |
| Last name | \[\[ln\|1]] |
| Company | \[\[co\|1]] |
| Email | \[\[e\|1]] |
| Title | \[\[ti\|1]] |
| Attachment | \[\[a\|1]] |
\*Text input fields support additional validation tags to control data format. See [Text input validation tags](#text-input-validation-tags) for options including numbers, email, dates, ZIP codes, SSN, and custom patterns.
\[\[t\|1\|v:np]] |
| Numbers with comma decimal separator | \[\[t\|1\|v:nc]] |
| Email address | \[\[t\|1\|v:e]] |
| ISO standard date (YYYYY-MM-DD) | \[\[t\|1\|v:d1]] |
| US date format (MM/DD/YYYY) | \[\[t\|1\|v:d2]] |
| European date format (DD/MM/YYYY) | \[\[t\|1\|v:d3]] |
| Alternative ISO format (YYYY/MM/DD) | \[\[t\|1\|v:d4]] |
| 5-digit ZIP code (#####) | \[\[t\|1\|v:z5]] |
| 7-digit ZIP code (###-####) | \[\[t\|1\|v:z7]] |
| 9-digit ZIP code (ZIP+4: #####-####) | \[\[t\|1\|v:z9]] |
| SSN (###-##-####) | \[\[t\|1\|v:ssn]] |
| Action | Co-owner | Editor | Viewer Uploader | Previewer Uploader | Viewer | Previewer | Uploader |
|---|---|---|---|---|---|---|---|
| Viewing & Navigation | |||||||
| Preview | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| View Item List in Folder | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| View Tags | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| View Metadata | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| View / Export Content Insights | ✓ | ✓ | — | — | — | — | — |
| View Recent User Activity in Preview Header | ✓ | ✓ | — | — | — | — | — |
| Content Editing | |||||||
| Edit File | ✓ | ✓ | ✓ | — | — | — | — |
| Edit File Name | ✓ | ✓ | — | — | — | — | — |
| Edit Folder Name | ✓ | ✓ | — | — | — | — | — |
| Edit Metadata | ✓ | ✓ | ✓ | ✓ | — | — | ✓ |
| Add / Edit Tags | ✓ | ✓ | — | — | — | — | — |
| Edit Folder Settings | ✓ | — | — | — | — | — | — |
| Create Annotations | ✓ | ✓ | ✓ | ✓2 | ✓ | ✓2 | — |
| Delete Annotations | ✓3 | — | — | — | — | — | — |
| File Management | |||||||
| Upload | ✓ | ✓ | ✓ | ✓ | — | — | ✓ |
| Download | ✓ | ✓ | ✓ | — | ✓ | — | — |
| Copy | ✓ | ✓ | ✓5 | — | ✓4 | — | — |
| Move | ✓8 | ✓8 | — | — | — | — | — |
| Delete Files / Folders | ✓7 | ✓7 | — | — | — | — | — |
| Lock / Unlock File | ✓ | ✓ | ✓ | — | — | — | — |
| Create Subfolders | ✓ | ✓ | ✓ | ✓ | — | — | ✓ |
| ✓ | ✓ | ✓ | — | ✓ | — | — | |
| Mark for Offline (Box Drive) | ✓ | ✓ | ✓ | — | ✓ | — | — |
| Mark for Offline (Box Mobile) | ✓ | ✓ | ✓ | ✓ | ✓ | ✓10 | — |
| Sync Folder (Box Sync only) | ✓ | ✓ | — | — | — | — | — |
| Sharing & Links | |||||||
| Send View-Only Links | ✓ | ✓ | ✓ | — | ✓ | — | — |
| Set Shared Link Password | ✓ | ✓ | — | — | — | — | — |
| File Request Link | ✓ | ✓6 | — | — | — | — | — |
| Collaboration | |||||||
| Invite People | ✓ | ✓11 | — | — | — | — | — |
| Set a Collaborator's Level of Access | ✓ | ✓ | — | — | — | — | — |
| Restrict Invitations | ✓ | — | — | — | — | — | — |
| View / Add Comments1 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| View / Create Tasks | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| Workflows & Advanced | |||||||
| Build Relay Workflow | ✓ | ✓ | — | — | — | — | — |
| Create Box Sign Signature Requests | ✓ | ✓ | ✓ | — | ✓ | — | — |
| Save Box Sign Signature Requests to a Folder | ✓ | ✓ | ✓ | ✓ | — | — | ✓ |
| Create / Delete Folder Lock (API only) | ✓ | — | — | — | — | — | — |
| Box Item9 | ✓ | ✓ | — | — | ✓ | — | — |
Security indicators
If you invite someone outside of your organization to collaborate, Box adds a small image of a globe to external invitee's avatar image or initials. At the bottom of the **Share** window, Box also displays a text reminder that you are sharing this folder's contents externally. [More on Box's security indicators.](/en/box-fundamentals/for-users/collaborating/sharing-content-using-box/avoiding-unintentional-exposure-of-your-files-and-documents)| Setting | Description |
|---|---|
| Invitation Restrictions Invitation restrictions settings also apply to all files in the folder. | |
| Only folder owners and co-owners can send collaborator invites | Determines who can send collaborator invites to the folder. If enabled, users with the access level of editor or below are not able to invite collaborators into this folder. |
| Restrict collaboration to Within \[your organization] | Determines who can be collaborated into the folder. If enabled, only users within your organization are able to join this folder as collaborators. Within \[your organization] is determined by email domain; thus, users from external tenants using your organization's domain can be invited. |
| Allow anyone who can access this folder from a shared link to join as a collaborator | Determines whether users who follow a shared link to this folder are prompted to join as collaborators. If enabled, also select the access level for these users:
Any permissions and restrictions placed on the shared link still apply. |
| Commenting Commenting settings are available only to Enterprise-level accounts. | |
| Disable commenting for this folder | Determines whether people can leave comments and annotations on content in this folder. If enabled:
Comment creators can modify or delete existing hidden comments. Any such modification or deletion remains hidden while this setting is enabled. When this setting is disabled, modified comments display. |
| Shared Link Access | |
| Only collaborators can access this folder via shared links | Determines whether people who access the folder via a shared link must also be collaborators in the folder. |
| Setting | Description |
|---|---|
| Privacy | |
| Hide collaborators and their activity from non-owners | Determines who can view collaborators and their activity in the folder. If enabled, only the folder owner and co-owners are able to view collaborators and their activity in the folder. This setting also removes the ability for non-owners and non-co-owners to invite collaborators. |
| Setting | Description |
|---|---|
| Watermark Folder | |
| Enable watermarking for this folder | Determines whether content in this folder can be watermarked. Watermarking places a semi-transparent overlay of the current viewer's username and time of access across a document. Box Notes, video, audio, Flash, and 3D files are currently not supported. |
| Setting | Description |
|---|---|
| Email Uploads | |
| Allow uploads to this folder via email | Determines whether people can opt to upload content to this folder via email. If selected:
To upload to the folder via email, attach a file to an email, and send it to the email address generated. |
| Overwrite files with the same name when uploading by email or widget | Determines whether files with the same name are overwritten when they are uploaded via email or widget. Configurable only by owners and co-owners. |
| Setting | Description |
|---|---|
| Delete or Unshare | |
| Auto-delete this folder on a selected date | Determines whether this folder is automatically deleted on the selected date. If enabled, also select a deletion date. Note When a folder is auto-deleted, no notifications are sent to the owner or collaborators on the folder. Only Owners can enable this setting for the root folder. Owners, Co-owners, and Editors can enable this setting for sub-folders. |
| Unshare this folder on a selected date | Determines whether this folder is automatically unshared on the selected date. If enabled, also select an unshare date. When a folder is auto-unshared:
Only Owners, Co-Owners, and Editors can enable this setting. |
| Badge | Badge Name | Description |
|---|---|---|
| Classification | Indicates that a security classification has been applied to the file or to at least one file within the folder. The color of the badge will match the color selected for the Classification policy. See Classification Policies (Automated Classification) for details. When you hover the mouse pointer over a Classification badge, a card will appear with details about any classifications applied, including:
| |
| Coauthoring | Indicates that coauthoring is enabled for a Microsoft Office document. See Box for Microsoft Office coauthoring for details. | |
| Collaboration | Indicates that the file or folder has invited collaborators. See Collaborate on Files for details. | |
| Comments | Indicates that the file has comments. A number next to the badge ( | |
| Description | Indicates that a description has been added to the file or folder. See Adding Descriptions to Folders and Files for details. | |
| File Expiration | Indicates that the file has been set to auto-expire. | |
| Lock | Indicates that the file is locked. See Locking & Unlocking Files for details. | |
| Quarantine | Indicates that the file is quarantined. This occurs when Box Shield has detected a threat in the file and it cannot be accessed until the threat has been remediated and the file released by your administrator. See Using Threat Detection for details. | |
| Shared Link | Indicates that a shared link has been created for the file or folder. See Creating Shared Links for details. | |
| Shared Link Expiration | Indicates that the shared link for a file or folder has an expiration date. See Configuring Individual Shared Link Settings for details. | |
| Sign | Indicates a document linked to a signature request in Box Sign. See Introducing Box Sign for general information about Sign. | |
| Sync | Indicates that the file is in the process of being synchronized, typically with a Box Drive or Box Mobile user. | |
| Version History | Indicates that the file has more than one version. See Accessing Version History for details. |
| Setting | Description |
|---|---|
| Allow Shared Links for | Defines the content type you allow to be shared. Select from:
Note You can share only content you own. |
| People who can access shared links | Defines what access options are available for the content types selected above. By default, all options are enabled, meaning that you can choose, per item, what access permission to grant your content. Select from:
If you change this setting from a less restrictive setting to a more restrictive setting and then back again, shared links created before the setting changes retain their type. |
| Default access for new links | Defines the default access level of newly-created shared links. If you have limited the access options in an earlier setting, your options here are limited accordingly.
You can still change the access type when you generate a shared link. |
| Actions link recipients can take | Defines the allowed and default permissions for file, folder, and Box Notes shared links. For files, folders, and Box Notes, you define both the maximum permission allowed and the default permission when users share links, and you select from the following values for each:
For each part of these options:
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