How to set up and use Box Document Integration.
This is a two way integration. Once integrated, any items uploaded to Dropbox within a mapped file or folder will automatically be uploaded to Rocket Matter and vice versa.
1. Click on 'Settings' from the left-hand navigation panel.
2.Under the 'Documents' section, select 'Document Integration Settings'.
3. Click on 'Configure Box Credentials.'
4. Log in to grant access, using your email and Box password.
5. After granting access, you will be re-directed back to the Settings page.
6. Search for the matter you wish to integrate with Box.
7. Click on 'Matter Documents'.
8. Click on 'Change Directory' and select the folder you would like to map to Rocket Matter.
Choose your folder and click 'Use Selected Folder'.