What you'll need before getting started
- Admin access to your Box account
- Your Box Enterprise ID
What LawVu will provide
- A dedicated user profile within LawVu to test the integration
- A "client ID' from our implementation team to add to your box admin, apps section
Setting up the integration
Within Box, navigate to the Admin Console, choose Apps and open the Custom Apps Tab:
Add a new app using the "+" button.
LawVu will provide you with a Client ID. Enter the Client ID:
Then, authorize the Custom App:
Your LawVu app will now appear in your Custom Apps list:
Within the admin area in Box, choose Account & Billing. Here, you'll find your Enterprise ID. Send this to your LawVu contact:
LawVu will configure the integration in LawVu and send you a login name that can be used to share your top-most folder with LawVu. Once this is done you can map matters in LawVu to folders in Box.
You'll need to stipulate the topmost folder, or "root" folder, that needs to be shared with the LawVu platform. In the LawVu interface, when forming a link between a Matter and Box, this will be the topmost folder from where users can create, or navigate for existing folders.
Using the integration
Whether you're working within a Matter or a Contract record, use LawVu's filing structure as normal. Find out more about files and folders here.
To sync and merge your files and folders with a new or existing box account. Click on the ellipses button, like so:
Next, Sync with Box. When opening the Box dialogue, you'll land within your box folder library. From there, simply navigate to the folder or sub-folders you'd like:
To unlink or change the folder, navigate back to the same options menu, and select change folder:
Once a sync is formed, LawVu's box integration will support the following:
- Syncing of LawVu Files and Folders into Box
- Syncing of Box files and folders into LawVu
- Support of document renaming and new document versions, to and from Box and LawVu