We are incredibly excited to announce Box Doc Gen natively in Box Relay, enabling teams to dynamically generate custom, on-brand documents without leaving Box, eliminating the need to manually create, modify, and process mission-critical documents across multiple systems, which can can be tedious, time-consuming, and error-prone, resulting in significant productivity drains.
Available as part of our Enterprise Advanced plan, Box Doc Gen is a new entry point within Box Relay that enables users to create and store Box Doc Gen templates within Box, as well as configure Box Relay workflows that automatically leverage those templates to generate custom documents. When used in tandem with other triggers and outcomes in Box Relay, like the Box Forms trigger and the Box Sign outcome, teams can automate the end-to-end process of generating documents, sending them for e-signature, and tracking the entire process all without leaving Box.
Box Doc Gen empowers teams to automatically generate custom, error-free documents in a matter of seconds — reducing turnaround times, mitigating risk, and eliminating manual data entry while improving operational efficiency. With just a few clicks, you can leverage data from the following sources to instantly generate accurate, custom documents based on dynamic templates that handle everything from conditional formatting and dynamic tables to custom images and arithmetic calculations:
- Box Forms submissions via the Box Forms trigger in Box Relay
- Box Relay workflow variables
- Manual data entered within the workflow template in Box Relay
With the Box Doc Gen natively in Box, customers can:
- Leverage the Box Doc Gen Template Creator in Microsoft Word to create dynamic Box Doc Gen templates complete with conditional logic, calculations, dynamic formatting, tables, images, and more
- Generate unlimited documents in Box at no additional cost with the Enterprise Advanced plan
- Configure and automate workflows end-to-end with the Box Doc Gen outcome in Box Relay
This enables you and your teams to address multiple use cases without the headache of manually configuring documents, inputting data, and incurring time consuming delays. documents that power it.
To learn more about dynamically generating custom documents natively in Box with Box Relay, please see Generating Documents with Box Doc Gen and Box Relay and Understanding Triggers and Outcomes in Relay.