AdvologixPM

Configure Advologix to Work With Box

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For Box integration to work immediately, you must use Box tab.  

Setup Matters in Box

To set up your Matters in BoxNet, if they DO NOT ALREADY EXIST

To set up your Matters in Box, if they do not already exist.

  1. Click on the Reports tab
  2. Select the the Matter Reports folder and click Go

Matters Report

Click the "BoxNet Matter" report.

Export Details

Click the Export Details button and save.

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