Rocket Matter Knowledge Base DocumentsHow to set up and use the two-way Box Document integration.

How to set up and use the two-way Box Document integration.

You can integrate your personal Box (business feature is not supported) with Rocket Matter. This is a two-way integration. Once integrated, any items uploaded to Box 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'.

9. The main folder you are viewing will be displayed in the top left-hand side of the screen, in light-blue font.

10. You may add files or folders by clicking on the page icon or folder icon in the top right-hand side of the screen.

11. To move files or folders, toggle item and click ' Move Selected'.

12. Select the new location and click 'Move'.

13. Item(s) will now be found under the new location.