Relay Features in Box Business Plans

With a growing list of available Relay features, you can do so much more than manage your workflows, as you can now schedule workflows, provide multi-step outcomes, and access ready-made workflows from Box.

All Box Relay users can now:

• Manage file, folder, task, events and actions as triggers and outcomes
• Dynamically generate custom documents
• Leverage Box Forms submissions to generate documents, name folders, and enrich metadata
• Schedule Workflows
• Start Manual Workflows
• Configure multi-step outcomes
• Integrate File Requests
• Select from Box-published workflow templates

If you are an enterprise user, you have access to advanced features such as customizing your workflows.

Enterprise users can:

• Manage metadata events and actions as triggers and outcomes
• Build custom workflows templates
  • Includes using dynamic naming with metadata attributes in a current file or folder workflow.
• Automate classification (with Box Shield)
• Transfer Workflow Ownership

Enterprise Advanced users can:

• Automate business process workflows end-to-end using Box Forms submissions, Box Doc Gen templates, and Box Sign signature request outcomes
• Use the data gathered from Box Forms submissions to generate documents, name folders, and enrich metadata
• Dynamically generate documents based on the Box Forms data, workflow variables, and more
• Automatically send documents that have been generated with Doc Gen for signature or approval in Box Sign

For a comprehensive look at the available features based on customer tiers, see the chart below:

For additional information on workflows, tasks, and events, refer to the Box Relay FAQ.