With Box fully activated, you can navigate through the app to preview and download files, upload new files, change display settings, and search for other documents that are associated with the contact record.
- On the contact's case, scroll down to the very bottom. Box should be visible along with any files that are associated with the contact's record.
- To search for a file, use the search bar located at the top of Box.
- To switch between the “List” and “Grid” views, select the three horizontal lines on the right.
- To zoom in or out on the “Grid” view, adjust the slider towards the top right.
- To preview, download, or rename a file, select the three dots beside it.
- To upload a file, select the plus sign on the right side.
- To download a file that has been opened within Box, select the down arrow in the top right corner.
Last updated on
Sep 14, 2023