Why Octiv & Box

The Octiv integration with Box gives Octiv users the power to share, access and manage files within the Octiv platform. Octiv allows you to create a professionally branded document, redline it, share it and send it for eSignature. Once a document is signed, Octiv automatically saves it to the correct Box folder for secure storage and sharing. This powerful solution allows customers to leverage the power of Box without having to leave the Octiv interface.

Key Capabilities

  • Use Box’s search to find the files you need, right from within Octiv.

  • Embed files stored in the Box repository within Octiv Documents.

  • Attach Box files to an Octiv document.

  • Automatically upload copies of signed agreements to specific folders in Box.

  • Create naming conventions for Octiv documents uploaded to Box.

  • Automatically update the latest file in your Octiv document template if you upload a new version in Box.

About Box

Box is an enterprise content management platform that solves simple and complex challenges, from sharing and accessing files on mobile devices to sophisticated business processes like data governance and retention. Since 2005, Box has made it easier for people to securely share ideas, collaborate and get work done faster. Today, more than 41 million users and 59,000 businesses—including 59% of the Fortune 500—trust Box to manage content in the cloud.

For more information about Box, please visit their website.