Note: Your PractiFI System Administrator will need to install and enable this integration before you can use it.
To see a client's Box files in PractiFI:
- Navigate to a client (household).
- Click on the Feed icon (represented by the icon) in the vertical nav.
- Click on the Box sub tab and use Box as you usually would (for further assistance with using Box, visit the Box website).
Note: If it’s the first time you are viewing this client's Box tab, you will be prompted to log in with your Box user credentials.
If there are no folders yet for this client, you will be able to click the Create Folder button.