Once you have synced your client to their main folder in Box, you have synced the documents to come into the client portal. You can now also sync documents from your client portal to Box.
To sync a document from your client's portal to their Box folder:
1. In your Partner Portal>uploaded documents or in the client's Doc area of their client file , find the document you would like to link to Box and click on the sync icon to the right. The document usually has a grey sync symbol.
2. A dropdown menu appears listing your syncing integration options set up within your firm. Choose Box and click "Apply".
3. Once applied, the syncing icon turns green, indicating it is linked. (Linking may take a few minutes to process) .
4. Within your client's Box, you will see the file uploaded into the main client folder. This may take a few minutes to sync.