Box

Box

Available Regions:

US, IN, EU, CN, AU

Available Plans:

All plans.

Available To:
Roles                   Entire organization                        Team     
Organizational Admins ✔ ✔
Members  ✔

How this integration helps:

Often when you're having a conversation, you find yourself looking for a file to give more context to the conversation or supply more data, in such scenarios integrations like Box make it easier to work and provides you access to everything from one place. Follow the below steps to experience a seamless workflow.

Install the Box extension for Cliq.

  • Use /Box command in the chat or
  • Navigate to All files in the widget to share a file.
  • Upload file to Box using "Upload to Box" action menu from Cliq.
  • Access your important files by staring them.

What this help page will cover:

  • Getting started with Box
  • Sharing Box files through /Box command
  • Sharing files through the Box widget
  • Upload your files from Cliq to Box
  • Box widget
  • Installation

Getting started with Box

  • Click here to go to Box extension page in Marketplace.    (Or)
  • Go to Cliq marketplace (https://marketplace.zoho.com/cliq) --> In the Categories displayed in LHS, select Collaboration --> Box.
  • The Dropbox extension page will open. Here, an overview of the extension will be displayed along with screenshots and reviews. 
  • Click on Install button. 

After successful installation of Box extension, you'll see a connection dialog prompt requesting your permission to access your Box account.This consent box is to ensure privacy by letting you know how your data will be handled.

Sharing Box files through /Box command 

You can share your files from Box in two ways, one via the /Box command and also through the Box widget.

  • Enter /Box command in the chat followed by your file name. This will show a list of files as suggestions. Selecting a file/folder from the list will share it in chat directly! 

  • Clicking on "View" will directly take you to the file in Box.
  • Clicking on "Share" will share your file in the chat.  When a folder is shared in the chat, the list of files present in the folder is listed, you can choose to view a files in the Box by clicking on "View" and share it in the chat by clicking on "Share".

Sharing files through the Box Widget

The Box widget gives you a custom view of your Dropbox files and allows you to share a file from the widget

  • Click on the Box widget from the widget bar.
  • Go to the All Files tab.
  • Click on Shareto chat button present below the file you want to share.
  • Select the chats you'd like to share the file with, from the chats dropdown.
  • Click Share

Upload your files from Cliq to Box

You can easily take action on files and documents shared in chat by uploading them to your Box folder. Here's how: 

  1. Head over to the file(s) shared on chat you want to upload to Box. Hover over the file(s) to view the message actions menu and click on Select. (You can also select upto 10 file attachments to upload simultaneously)
  2. Click on the Box icon in the action bar, located at the bottom of the chat, to upload the file(s) to your linked Box account. For first time users Cliq and Box will request permission to access the files.
NOTE : Action can be taken on only file attachments and there is a file size limit of 5 MB for uploading to Box. Please make sure that none of the selected files exceeds this limit during upload or that specific file will be skipped.

Box widget

The Dropbox widget consists of the following tabs to manage files with ease.

  • All Files
  • Starred
  • Recent

My Files

All Files tab contains all the files available in your Dropbox account to facilitate easy access. The files are listed along with their file name, size and date of uploading. You can star significant files by clicking on the Star button. All the files under the All files tab can be directly shared in any chat by clicking on Share to chat button. To share files inside a folder, click on the Open button then click on Share to chat button present under the file you want to share.

Starred

The Starred tab consists of all your favourited/starred files. These files are also listed along with their file name, size, date, time of uploading and the name of the user who sent it. You can share your files from the Starred tab using the Share to chat button. In case you'd like to unstar an existing file, just click on the Unstar button.

Recent

The Recent tab consists of all the files and folders that you have accessed recently. You can also choose to share or star the file and folders from this tab.


Installation

Install the Box extension for Cliq by clicking on the button below. Experience hassle-free collaboration and management of files from the comfort of your chat window.

INSTALL IN MY CLIQ


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • How to set a message display view in Cliq?

                                                                                                    To set your preferred message display view, navigate to Profile and Settings -> select General -> scroll down to Choose your message display view. Choose a preferred option from: Classic: This is Cliq's default view. Both the sender's and the ...
                                                                                                  • How to create a Calendar Event from Taz?

                                                                                                    To create a Calendar event from Taz: Open Taz Bot chat window. Type the following in the text box and press Enter. ​Create(space)an(space)event(space)<event_title>(space)<time_am/pm>(space)<@user1>(space)<@user2> Taz Bot will create an event and ...
                                                                                                  • Can I edit channel permissions in Cliq?

                                                                                                    Super admins and admins can edit channel permissions. Super admins can change permissions for all participants, admins can change permissions for moderators and members, and a moderator can change permissions for members. You can edit permissions ...
                                                                                                  • How to chat in a Channel?

                                                                                                    You can chat in a channel by the following ways: Click Channels in the LHS. You will find channels categorized based on organization, teams, external and personal. Click on a channel name and start typing in the text box. Type #Channel name in the ...
                                                                                                  • How do I add to or remove members from teams in Cliq?

                                                                                                    To add new members to an existing team in Cliq, kindly follow the below steps: In the Admin Panel, under the Users & Profiles module, click on Teams. All the existing teams in your organization will be listed. Tap on a specific team, and under ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources