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Saving submission data from an automated frevvo form or workflow to your box .com account, is easily done with the Box connector and the Save to box.com wizard. Once the connector is installed (in-house) and configured, simply run the Save to box.com wizard to connect your form/flow to box. Submissions from  are posted to the Box Connector using the Doc Action Save to box.com wizard.

You can also choose which documents get saved including generated files e.g. a Government W-4 for an Employee On-Boarding workflow.

When the form or flow is submitted, the selected documents, such as Student Registrations, Purchase Orders, mapped PDFS like a W-4, Patient Referrals etc, are uploaded to your box account to the specified folder. Once in box, you can use all their features to collaborate, share and manage the documents.

Note
Signatures are not saved as they are a different content type than attachments.

The Box Connector is available for cloud and in-house  customers. All customers will need a valid Box account.

Info
frevvo only supports/certifies the Box Connector running in the Apache Tomcat container.

In-house customers must perform a few additional configuration steps as described below

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The Box connector can be installed in any servlet container behind your firewall where it can connect to your back end system in order to read/write data. These instructions assume you have an in-house installation of  up and running and you are using the frevvo Tomcat bundle:

To install the Box connector in the same tomcat as :

  1. Stop .
  2. Download the box connector zipflile from here. 
  3. Extract the box.war file to your <frevvo-home>\tomcat\webapps directory.
  4. Create a Box.com Application for Live Forms
  5. Configure the Box Connector - (In-house only)

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  • Creating a new version of the file and assigning it a revision number
  • If you are using a free box acocunt, you will only have access to the latest version. For a developer/premium accounts, users can see the version history and download the previous versions of a file if necessary.

For example, an Employee On-boarding for Max Jones stores mapped PDFs of the I-9, W - 4, Connecticut W - 4 and the workflow after the first submission. Max runs through the  Employee On-boarding a second time resulting in files with the same name as those generated from the first submission. Viewing the subfolder for Max Jones shows revision numbers for version 2 of each file

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