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Connect DMS, file storage, and other systems to CoCounsel
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This article applies to:

  • Product: CoCounsel
  • Audiences: Legal professionals

Connect Box

Follow these steps to connect Box and CoCounsel.
Make sure you're signed in to CoCounsel as an administrator.
  1. Select
    Admin settings
    Integrations
    DMS integrations via Syncly
    .
  2. Select
    New Integration
    , then select
    Box
     as your connector.
  3. Complete the following fields:
    1. Name:
       Enter a name to identify the connector, such as Box.
    2. All other information prepopulates. Don't change anything.
  4. Select
    Add connector
    .
    The connector is added with an active state and is available for all other people to view in their list of external Document Management System (DMS) connections.
We recommend administrators authorizing as soon as you add the connector. This way, you can test the connection before other people begin using it.

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