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 using 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. Select 'Settings' from the left-hand navigation panel.

2. Under the 'Documents' section, select 'Document Integration Settings'.

3. Click 'Configure Box Credentials.'

4. Sign in using your email and Box password to grant access.

5. Once access is granted, you will be redirected back to the 'Settings' page.

6. Navigate to the Matter you want to integrate with Box.

7. Select 'Matter Documents' from the left-hand navigation panel.

8. Select 'Change Directory' to customize your mapping.

9. Select the folder you want to integrate. Then, click 'Use Selected Folder'.

The main folder you are viewing will display in the top left-hand side of the screen.

10. 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 the desired item and click 'Move Selected'.

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

The item(s) can now be found in the new location.