Have you been looking for a way to automatically store your documents in the Cloud?  Well, many of you have asked, and we listened!  We are excited to announce that we now integrate with Box, a leader in online document storage/sharing.  The days of manually saving your documents, as email attachments, to your computer is over.  With Box, you’ll have access to your documents from anywhere and you can easily share the files with others.

It is pretty easy to get this setup for your documents too.  We are labeling this integration as a new Delivery so you will need to go to the Delivery tab under your documents.  Go ahead and click the New Delivery button and select Box from the popup.


In order for us to be able to send documents to your Box account, you will need to give us access.  Box uses OAuth to give 3rd party applications access to upload documents.  What this means is that we’ll redirect you to Box, you’ll login and grant access to the Formstack Documents Application, then you’ll be redirected back to setup your Notification.

Once you have been redirected back to the Notification setup, you will see a list of the folders in your Box account.  You can either select a folder that’s in your account, or you can choose to create a new folder.  If you choose to create new folder, we’ll automatically create this folder when you save the notification. Once you’ve selected your folder, click Add Box Notification button.


Additionally, you can specify a folder id rather than using the folder name.  To do so:

  1. Click on the More Options button
  2. Next, select the Use Merge field(s) as a subfolder name
  3. Finally, enter the folder id using the following syntax: id={$FolderId} where $FolderId is the folder id you wish to use.  
  4. It's important to remember that id= is the trigger that tells Formstack Documents to use the Box folder id rather than the name.
  5. Click Save Delivery.

Now all you have to do is run a quick test and make sure everything is working correctly.  Run a test merge and then check your account.  You should see the document in the folder that you selected.  The name of the document will be the same as what you defined in the document settings (the filename you see in the email attachment as well).

This is a big step for our customers and we are very excited for the doors this will open for you.  Please contact us if you have any questions.

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