Connect Hubdoc to Box

Overview

• Connect your Hubdoc organisation to Box for backup document storage.
• Change where Hubdoc documents are saved to in Box.

Connect your Hubdoc organisation to Box

1. Log in to Hubdoc and open your organisation.
2. Click the settings icon, then select the Integrations tab.
3. Under Cloud Storage, next to the Box logo, click Connect.
   
4. Log in using your Box credentials.
5. Select your Box Folder Structure:
   • All documents in one folder copies files into one folder.
   • Copy your folder structure from Hubdoc creates folders in Box following the same folder structure from Hubdoc.

To disconnect Box as a cloud storage platform:

1. Log in to Hubdoc and open your organisation.
2. Click the settings icon, then select the Integrations tab.
3. Under Cloud Storage, next to the Box logo, click Disconnect.

Change the Box folder destination

Change the location that Hubdoc syncs to in Box.

In Box:

1. Log in to Box (Box website).
2. Find and open the folder you want to set as the destination for your Hubdoc documents.
3. From the web address bar, copy the URL after '0/f/'. This is the folder ID.

In Hubdoc:

1. Open your organisation.
2. Click the settings icon, then select the Integrations tab.
3. Under your Box account, click Change.
4. In the Destination Folder field, paste the folder ID copied from Box.
5. Click Update to save your changes.

What's next?

Learn more about the different ways you can send documents to Box.