About Box Apps

Create no-code applications using metadata with Box Apps! Automate processes such as contract management, onboarding, asset management, invoicing, and more, by providing your teams with easy to navigate, practical, graphic apps. Box Apps utilizes the power of different Box products: Box Relay, Box Forms, Box Doc Gen, Box Sign, and Box AI. For example, in contract management, Box Relay kicks off the process with Box Forms, where you provide basic information about the contract, then Box Doc Gen generates the contract, and Relay routes it to Box Sign for approvals and signatures. See Sending a document for signature to learn more about the Box Sign approval process.

Use Cases

Example use cases for Box Apps can be:

• Documenting processes by creating apps
  • Contract management
  • Digital assets
  • Brand assets
  • Property management
  • Invoicing
  • Customer deals
• Creating enterprise libraries
  • HR
  • IT
  • Compliance
  • Sales
  • Marketing

Roles and Permissions

There are three roles in Box Apps: Box Admin, Box Apps Admin, and Box Apps Viewer.

• Box Admin can enable Box Apps for users, select Box Apps Admin(s), and create the metadata templates.
• Box Apps Admin can create and edit apps, manage metadata, and so on (see the table below for details).
• A Box Apps Viewer cannot make any changes to Box Apps, they can only view the apps they were invited to.

Box Apps Admin settings

As a Box Apps Admin, you can:

• Upload content from the All Files level.
• Apply metadata to selected content.
• Create, edit, customize, delete apps, and configure display criteria for apps.
• Search, refine search results, and save searches.

You can upload content to Box Apps directly from the app level. To learn how to upload content from the All Files level, see the Uploading and Downloading Files and Folders to Box section in our documentation.

Prerequisites

Pick or create a folder for your content. To do so:

1. Go to your app and create a File or Folder block.
2. Add your folder in the Pick a file or folder dialog on the File or Folder block.
3. Click the New button once you are in the correct folder and select one of the two options: File Upload or Folder.

File Upload

Click Select Files or drag and drop your content in the Uploading modal.

You can upload a single file or folder, or multiple files or folders using both options. If you choose the Select Files option, press Shift on MacOS or Ctrl on Windows to select more than one file.

Add metadata during the upload process using AutoFill in the Current File tab. To check the upload progress, go to the Uploads tab.

Folder

Choose your Folder Name, add Invited People, select Permission for the collaborators, and click Create. See Understanding Collaborator Permission Levels for more information on permissions.