Enterprise-Grade Document Storage
Automatically store submission-based PDFs in Box to maintain secure, compliant, and centralized document management across your organization. Each file is saved in a structured, enterprise-ready environment, ensuring teams can reliably access, organize, and manage documents.
Ensure every PDF is stored within your enterprise content system and ready for secure access and sharing,
all while staying aligned with your organization’s governance policies.
Manage PDFs with Enterprise-Level Control
The Box integration ensures every PDF created from a form submission is delivered directly into your secure Box environment. Keep sensitive documents protected, governed, and accessible to the right users while maintaining full visibility and control.
Instant Secure Delivery
New PDFs are uploaded to your selected Box folder immediately after a form submission, ensuring documents are captured consistently and stored in the correct location without any manual handling.
Structured Folder Management
Route PDFs into organized Box folders by department, project, or process to maintain a clean, scalable file structure across teams and business units.
Custom File Naming
Automatically name PDF files using form data such as client names, email or submission ID, making files easier to identify, search, and manage at scale.
