Announce your switch to Box using our customizable templates!
Box Launch Communications
| Template | How to use | When to use |
|---|---|---|
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Send this to users to let them know that Box is coming - raise awareness of the tool and outline the benefits of Box. |
2 weeks prior to Box launch |
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Let users know that they can get started working in Box! Include critical information on how to access their accounts and any other relevant support resources for launch. |
Day of Box launch |
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Check in with your users to outline support channels, promote free Box training, and solicit feedback for continuous improvement. |
1 week after Box launch |
Core Box Applications
| Template | How to use | When to use |
|---|---|---|
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Power up your users by introducing them to four of Box's amazing productivity apps. |
As Needed |
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Let users know how to easily edit documents and save changes back to Box while working in the web app with Box Edit. |
As Needed |
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Introduce users to the features of Box Drive, and let them see Drive in action. |
As Needed |
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Let users know how to mirror data stored on Box to their desktop with Box Sync. |
As Needed |
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Make Box a more integrated part of your Microsoft productivity suite with Box for Office. |
As Needed |
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Access, share, and collaborate on your content from your mobile device with the Box mobile app! |
As Needed |
Tool Replacement + Content Migration
| Template | How to use | When to use |
|---|---|---|
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Announce that you're moving from your current tool to Box! |
3 weeks prior to migration to Box |
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Remind users of the migration to Box and outline key impacts - what to expect, when the migration is happening, and what will happen to their content. |
1 week prior to migration to Box |
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Are users responsible for migrating their content to Box? If so, let them know what tools are available to do so! |
As needed (if user-driven migration) |
External Collaboration
| Template | How to use | When to use |
|---|---|---|
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Let your users know how to work with others outside of your environment securely and easily. |
As needed |
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Give your external partners a heads up on how to accept their invitation to collaborate. |
As needed |
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Help external collaborators know what to expect when they are invited to work with your users. |
As needed |
User Guides & Support
| Template | How to use | When to use |
|---|---|---|
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Customize and provision this folder to all new Box users. Includes 1-minute How-To videos, best practices, and more! |
At Box launch |
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Do your users like self-learning? Provide them with this comprehensive Box user guide to get going in Box! |
At Box launch |
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Got questions? Compile a helpful FAQ for your end-users! |
As needed |
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Embed these helpful introductory and how-to Box videos on your company's intranet or social site. |
As needed |