AdvologixPM

Implement Box in AdvologixPM

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AdvologixPM and Box integrate seamlessly together. You can view Box contents "in context" with your Matters as well as with Contact directly from Advologix. These instructions give you the ability to set up the integration, and it’s easy.  Advologix and Box work closely together on this capability. If you have any problems, please call either of our support teams and we will work with you to enable these features.

With the Advologix and Box.Net integration you can:

  • Use the Box Viewer (Visualforce Page) to view Matter and Contact documents in context with the matter you are viewing
  • Use the Box Tab to open a Login page view directly in Advologix.

Your Advologix and Box support teams are eager for this capability to work well for you. If you have any questions about configuring Advologix specifically, please email [email protected].  If you have any questions specific to configuring any part of your Box.Net system, please Box.Net support directly. They can also be reached via email at [email protected].  Use this link to install the Box Supplement package to support the integration with them.

Before proceeding to Installation link - Check in All Tabs to see if Box.net is already installed.  If it is Skip to configurations steps.

Before proceeding to Installation link - Check in All TABS to see if Box.net is already installed.  If it is Skip to configurations steps
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