Box for Retail - FAQ



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What is the best way to prepare folders?
First, determine which admin will own the top-level folder structure.  Typically, the top-level folder should belong to the super-admin or the person managing ongoing folder creation (for new users and new projects). 

What are the recommended permissions for different roles?
Admin/ Co-admin/ Helpdesk leads – Owner/ Co-owner
Retail rep – Editor

After you have defined a set of workspaces, open up the environment so that your users can create their own project folders that they own.  Encourage them to get away from the hassles of email attachments and FTP.  Use Box for all collaboration, whether it’s internal or external.  


How do I track versions of documents?

You can track the versions of documents in Box natively, so there is no need to “save as” and create many versions of the same file. As you create new versions, Box will append a version number to the file. Using Box, you can be sure you are always working on the latest version, or roll back to a previous version if needed. For example, the marketing team can see the evolution of a product in a document that the team has been editing and changing over time. 


I remember talking about a specific document for my retail sales field rep last month, how do I find it?

Use Box’s robust search engine to search for the item name, and then sort the results by date.


Can I access this content when I'm traveling?

Absolutely. Install Box Mobile for your preferred device.  If you anticipate working offline for an extended period of time, or know a meeting will occur in an area without Internet access, you can “favorite” a folder for offline access in the Box Mobile. This allows you to store a local copy of the content.


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