Box Integration

If your organization uses Box, you can leverage all of the external document storage features of Box and the internal document features of Project Insight. It's the best of both worlds!

Benefits of Box Integration

Synchronize documents to the Project Insight file system

All documents are stored in Box and appear as files in Project Insight. View or download Box files directly from PI.

Route files to Project Insight users for approval

The Box integration allows you to route documents and files using Project Insight's easy to use approval process.

Add comments to documents within Project Insight

Team members may collaborate on documents in Box using Project Insight's comments features to share information and notes.

Add child items to your files through Project Insight

You can add folders, issues or other PI items as 'child' items to your files for added collaborative functionality.

Secure your documents using Box and PI permissions

Both Project Insight and Box have powerful permissions so you can maintain confidentiality and security of your files.

Connect Project Insight to Box using single sign on authentication (SSO)

SSO allows team members to login directly into Box through Project Insight.

Want to learn more?

Video on Box Integration
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