Store the invoice file in the box

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  2. Box
  3. Store the invoice file in the box
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■Overview

‍The invoice files registered in the input form are automatically stored in Box.

The storage location and file name settings can be freely customized.

‍

■Setup Instructions

‍Please integrate Box with Yoom. (My App Integration)

Follow the steps below to configure the settings.

1. Select "Create Form Trigger" and create an input form. Add optional fields and an invoice file attachment field.

2. Create an approval request message to send to the person in charge, and set the completion conditions and the operation for returning.

3. Based on the file information obtained from the input form, set up the "Upload File" operation. Set the content ID of the folder in Box where you want to store the files.

‍

■Notes

・Integration settings with a Box account are required.

・Please change the folder ID and file name settings for the upload destination as needed.

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