Hoe werkt de koppeling Box met Deskflow?

Via de koppeling Box kan je bestanden linken aan elk item in Deskflow: klanten, leveranciers, producten, projecten en alle documenten. Je laadt een bestand op vanuit je computer — Deskflow kopieert het automatisch naar Box en linkt het aan het item — of je selecteert een bestaand bestand uit Box om te koppelen.

Aan welke items in Deskflow kan ik bestanden koppelen via Box?

Via de koppeling Box kan je bestanden koppelen aan klanten, leveranciers, producten, projecten en alle documenten in Deskflow zoals offertes, bestellingen, leverbonnen en facturen.

Wordt een bestand dat ik upload automatisch opgeslagen in Box?

Ja. Wanneer je een bestand uploadt vanuit je computer in Deskflow, wordt het automatisch gekopieerd naar je gekoppelde Box en gelinkt aan het item. Je hoeft niet zelf naar Box te gaan om het bestand op te slaan.

Kan ik ook een bestaand Box-bestand koppelen zonder opnieuw te uploaden?

Ja. Via de koppeling Box kan je rechtstreeks door je Box-bestanden bladeren vanuit Deskflow en een bestaand bestand selecteren om te koppelen aan een klant, product of document. Het bestand blijft in Box staan en wordt gelinkt aan het item in Deskflow.

Hoe stel ik de koppeling Box in Deskflow in?

Je verbindt Box eenmalig via de instellingen in Deskflow door je Box-gegevens in te voeren. Na de koppeling kan je direct bestanden uploaden en koppelen aan elk item in Deskflow. Ons onboardingteam begeleidt je bij de installatie.

Cloud storage integration

Box integration:
files linked directly to your Deskflow items

With the Box integration, you link files to customers, products, projects and every document in Deskflow. Upload a file from your computer and Deskflow automatically copies it to Box and links it to the right item. Or select an existing file from Box. Secure, organised and instantly available.

Book a free consultation See how it works

Linking files

Link

Files to items

Auto

Stored in Box

All

Documents linkable

Two ways

Box integration: link files
in two ways

Upload from your computer

You select a file from your computer in Deskflow. Deskflow automatically copies it to your Box and links it to the item immediately. No separate steps, no manual upload to Box.

Select a file from your computer

Deskflow copies it to Box

The file is linked to the item in Deskflow

Select from Box

You browse your existing Box files from within Deskflow and select the file you want to link. The file stays in Box and is linked to the item. No duplicate storage needed.

Browse your Box files from Deskflow

Select the file you want to link

The file is linked to the item in Deskflow

Which items?

Link files to
any item in Deskflow

Customers

Contracts, correspondence and quotes directly on the customer record.

Suppliers

Purchase orders, delivery notes and price lists on the supplier record.

Products

Technical sheets, manuals and product photos on every product.

Projects

Plans, drawings and reports directly on the project.

Quotes and orders

Attachments and technical specifications on sales documents.

All documents

Delivery notes, invoices and credit notes: every document can receive files.

Benefits

Why use the Box integration
in Deskflow?

Without the Box integration, you look for files in separate folders, disconnected from the context in Deskflow. Documents are hard to find and colleagues don't know where to look.

With the Box integration, files are always immediately available on the right item in Deskflow. One click and the file opens, securely stored in Box and linked to the exact item.

Less time spent searching

Documents always available on the right item. No searching through folders.

Secure storage

Box is known for enterprise-grade security. Files stored safely.

Two options

Upload a new file or select an existing one. Deskflow handles the linking automatically.

Accessible anywhere

Files in Box are available on every device for every team member.

Before and after

Box integration in Deskflow:
files always in the right place

Without the Box integration

Searching for files in separate Box folders, disconnected from Deskflow
Colleagues don't know which file belongs to which item
Upload to Box and link separately in Deskflow, two steps
Documents lost or hard to find quickly

With the Box integration

Files immediately available on the item in Deskflow
Everyone finds the right documents instantly
Upload once, Deskflow handles Box and the linking
Secure storage in Box, linked to the exact item

Book a free consultation

Frequently asked questions

Everything about the Box integration via Deskflow

Through the Box integration, you can link files to any item in Deskflow: customers, suppliers, products, projects and every document. You upload a file from your computer — Deskflow automatically copies it to Box and links it — or you select an existing file from Box.

Through the Box integration, you can link files to customers, suppliers, products, projects and every document in Deskflow, such as quotes, orders, delivery notes and invoices.

Yes. When you upload a file from your computer in Deskflow, it's automatically copied to your connected Box and linked to the item. You don't need to go to Box yourself.

Yes. Through the Box integration, you can browse your Box files directly from Deskflow and select an existing file to link. The file remains in Box.

You connect Box once via the settings in Deskflow by entering your Box details. After connecting, you can immediately upload and link files to any item in Deskflow.

Ready to connect?

Box integration and Deskflow:
files always in the right place

Book a no-obligation consultation and discover how the Box integration simplifies document management in Deskflow. Up and running within a month.

Book a free consultation View all integrations

Box integration:files linked directly to your Deskflow items

Box integration: link filesin two ways

Link files toany item in Deskflow

Why use the Box integrationin Deskflow?

Box integration in Deskflow:files always in the right place