Applicable Editions: Enterprise, Professional.
If your Firm is using BOX to store case documents, now you can connect your Firm's BOX account to INSZoom and seamlessly store all case documents from INSZoom in the BOX.
INSZoom offers great Document Management System and unlimited storage option. You can review your storage options and look at INSZoom to manage all your data and documents. If you wish to continue with the BOX, just subscribe to "BOX Integration" feature.
It is a billable feature. Please reach out to us at email@example.com or log a ticket if you would like us to enable the Box Integration feature for your Firm. Box Integration is available as a subscription-based feature for the Firm.
After enabling Box Integration, Firm admin needs to connect the Firm Box account with INSZoom. There would be one Box account that will be integrated with INSZoom for the Firm. Once integration is completed, INSZoom team will migrate the existing Firm documents from INSZoom storage to the Box account of the Firm that is connected with INSZoom.
Uploaded document is stored in BOX and link is maintained in INSZoom. Any changes done directly in BOX will not sync back in INSZoom. For example, moving the file to a different folder or deleting the file.
Document uploaded by Case Manager or Foreign National or Corp User into INSZoom will be synced with Box instantly.
Documents uploaded in Documents section at Corporation / Foreign National / Case Profile, Email Links and To-Dos are synced.
Folder Structure in BOX
Integration follows a well-defined folder structure in Box.
- Main/Root Folder in Box will be named as "INSZoom".
- Folder for Corporation Profile Documents "INSZoom / <Corporation Name – ID>".
- For Family/Individual Clients, Corporation folder will be named as “Family/Individual Clients”.
- Folder for Client/Foreign National Profile Documents "INSZoom / <Corporation Name – ID> / <Client/FN Name – ID>"
- Folder for Case Profile Documents will be named as "INSZoom / <Corporation Name – ID> / <Client/FN Name – ID> / <Case ID>"
Documents uploaded in Box through INSZoom can be previewed directly from INSZoom application.
Documents uploaded in Box through INSZoom can be deleted from INSZoom application.
You can continue to use following power features of INSZoom, even with the BOX Integration on.
- Use INSZoom's Docs Check List, Email and To-Do features to collect documents.
- Send Documents to Foreign Nationals or Corp Users for review.
- Prepare filing package.
What happens if I delete the Foreign National or Case Profile?
Profile will be deleted in INSZoom but related folders and documents in Box will remain as-is.
What happens if I recover that Foreign National or Case I deleted?
Profile will be restored in INSZoom along with link to folders and documents in Box.
What do I do if I delete a document in INSZoom by accident?
Documents are not recoverable within INSZoom as a deletion is a permanent action.
What if I have a Foreign National with multiple cases?
When a folder is created in Box it is named after the Foreign National's name and ID. When you click into this folder you will see each case under that Foreign National has a separate folder.
What if I don't use Box but I want to try this?
You will have to set up an account with Box prior to using the integration.
How big of a file can I upload?
You must follow the restrictions for per-file size limit on your INSZoom account.