How to configure Box destination

Box destination allows you to store processed documents in the Box cloud storage.

1. Select the Box destination type.

2. Fill required settings:

• Enter parameter configuration:

  • User specific - Check whether the delivery should be user‑specific or global.
    The user‑specific option requires the user to authenticate in OptimiDoc Digital Workspace to access OptimiDoc Cloud at their destination.
    Global authorisation requires an administrator to grant access in the Document Workflow list.

  • Directory - Specify the final document directory.
    You can use parameters to dynamically create the final folder.
    The special ‘manual directory’ parameter can be used to enable folder‑browsing functionality on MFP or mobile devices.

  • Overwrite files – enable this option to replace an existing file in the destination if it has the same name.
    If the option is disabled, OptimiDoc Cloud will add a suffix to the document name, such as _001, to avoid overwriting.

  • Enable metadata export – activate this option to save a metadata file alongside the document.
    Configuration of metadata files is described here: Metadata export .

Box access authorisation

Once you create a workflow with a Box destination, the access must be authorised.

1. Click the Authorisation button:

• User‑specific authorisation – In the user’s Digital Workplace, find the widget named Private destinations to complete the authorisation by click at Boxicon.

  

• Global authorisation – In the list of workflows, select the workflow and click the Authorise destination button .

2. OptimiDoc Cloud opens the Box web page for granting access.

3. Login by you creadentials:

   

4. To complete the authorisation, click the Grant Access button.
   

   

5. Box access is now fully authorised.