Just as Amazon and Netflix recommend items you may want, Box automatically surfaces relevant web integrations you may want to use to take action on a file, directly from Box Preview. This saves time you might otherwise spend searching for an integration and figuring out how it works with Box. It also makes it easier and faster to access a web integration's functionality. In Box, this is called Recommended Web Integrations.
Recommended Web Integrations is a list of curated integrations. Preview a file in Box, and the Recommended Web Integrations list displays as a vertical list of integrations, immediately to the right of the body of the document. You never have to leave the Box interface, so there's no toggling back and forth between apps. Just click an icon to access the corresponding integration. In this way the Recommended Web Integrations feature distills the manual work across integrations down to several clicks. Depending on the integrations you have in your enterprise, you can:
- Share a file to a Slack channel or a Facebook Workplace group
- Start or join a Zoom meeting
- Sign a file with DocuSign
- Send a file via Gmail or Outlook
- and so on
Recommended Web Integrations display in the Preview sidebar for every Box account holder, without their intervention, unless an admin disables it.
What web integrations are included, and what makes them "recommended?"
A web integration is eligible to be recommended if:
- it is an existing and functional Box Web App integration.
- it is approved by the Box Admin for the organization.
- it meets a minimum relevance threshold for each person and file type.
See the installation guide for recommended web integrations for more details.
Which web integrations Box actually surfaces depends on a variety of factors. These include how often and how recently you have accessed web integrations:
- you personally use,
- that are most popular in your organization,
- that are most popular for all Box users globally,
- that are most closely associated with the type of file you are previewing.
Some of the recommended web integrations that may be available to you include:
- Share with Slack
- Send with Gmail
- Join a Zoom conference
- Send to DocuSign
- Send to Outlook
- Send with Facebook Workplace
For instructions on creating a recommended web integration, please see Box's developer documentation.
Installing an approved web integration
If you have not yet installed an approved web integration in your Box account, you can do so, and immediately begin using it, without leaving the Box Preview UI. You do not need to navigate away from your document and install the web integration from Box Integrations.
To install a recommended web integration, when you preview a Box file, in the Recommended Web Integrations sidebar, click the icon of the integration you want to install. Then follow the prompts.
Using Recommended Web Integrations
Using a recommended web integrations is simple and straightforward.
To use a recommended web integration
- Click on a file in Box to preview it.
- In a vertical sidebar, Recommended Web Integrations displays shortcuts to web integrations relevant to what you may be trying to do.
- Click the icon of the web integration you want. Box displays a dialog box that prompts you to confirm what you wish to do in that web integration. Click OK.
- Another window opens. From here you can perform your desired action.