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Connect Box
Follow these steps to connect Box and CoCounsel.
Make sure you're signed in to CoCounsel as an administrator.
- Select.Admin settingsIntegrationsDMS integrations via Syncly
- SelectNew Integration, then selectBoxas your connector.
- Complete the following fields:
- Name:Enter a name to identify the connector, such as Box.
- All other information prepopulates. Don't change anything.
- SelectAdd 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.
This article applies to:
- Product: CoCounsel
- Audiences: Legal professionals
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