Box Daily Essentials
What is Box?
Box is our new cloud storage system. It is similar to Google Drive, OneDrive or iCloud. Yet, it allows secure collaboration, storage and editing of content from anywhere on any device.
Two Ways to get to Box
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Box Drive
Another way is to sign into the app called Box Drive, (using your SOU credentials,) and then look for it in your Windows Explorer folder.
If you were not prompted to sign into the app when your logged into an SOU computer, you may search for it on the device.
This is known as Box Drive and is shown as “Box” in your drive structure. You use it just as you do with any of your drives and local files. Box Drive has the foundational features you are used to in Windows Explorer or Mac Finder, but lacks the advanced features found in the portal.
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The Online Portal
You can reach Box by going to https://www.box.com and logging in with your SOU credentials. This online portal has built-in features that track versions, automatically save, and allow online collaboration. These features aren’t available in the Box Drive app.
Box is part of our SOU SSO (Single Sign On). If you start your day by logging into email or Okta Dashboard, then you will automatically be signed into Box and it will only ask you to continue.
You can also get to Box through your Okta Dashboard. If you do not see it there you may have to add the app. If you are unsure on how to do that then please click this link.
Initial View
Though it is configurable, the default view will start with All Files as shown here. The Navigation area on the left provides quick access to things just as it does in Windows Explorer or Mac Finder.
Types of folders
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Blue Folders (with silhouettes of people) – a shared collaborative folder that was created in our domain.
--Note that even your personal drive will show as shared because it is owned by the Box admin.-- -
Grey Folders – This folder was shared with you by an external source (example: an email from a different company).
Favorites
Avoid having to navigate through All Files by putting any file or folder into Favorites. (refer to fig. 1)
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Folders or files located deep within sub-folders are great candidates to add to your Favorites.
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This makes them easier to access without having to navigate through multiple levels each time.
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Just find the folder or file, and drag it to Favorites. Or right-click and choose “Add to Favorites”.
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To remove one, hover over the Favorite and click the x to the right of it.
Box Search Bar
Typing into the “Box Search Bar” (fig. 2) provides quick results with previews of content within Box. Those previews show:
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Folders and Files with the search term highlighted
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If there is a vertical bar to the left of it, then the search words are inside the document.
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Filters show below the search bar helping you to specify criteria.
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One unusual filter is the Type filter
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This filter doesn’t use extensions but groups according to type: audio, document, drawing, etc.
Using the Box Search Bar does not search your computer
Creating a Folder or Sub-folder
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To create a folder or sub-folder use the New button (fig. 4) and choose New Folder from the resulting menu.
Populating Folders with Files
There are two ways to populate folders with files.
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Click the Upload button (fig. 4) and select a file or folder to upload
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You can also drag and drop files or folders from your computer using a file management programs, (such as Windows Explorer or Mac Finder,) and Box.
Previewing Files
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When you click to open a file from the Box Portal it will always open it in a preview window as shown below.
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You cannot edit from the preview window.
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To edit it you will have to Open the file
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You can find the Open button at the top right of the page
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Below we shall write more on the intricacies on opening files
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You can open older versions of a file! The version history is on the right picture (Fig.5)
Box tracks unlimited versions of your document and allow you to preview and choose which one is current
Opening Files
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When you click the open button, you will get a list of options for opening the file dependent on what type of file it is. In this case (Fig.6) it is a Microsoft Office file.
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The options are to open it in Word online, Google Docs or Adobe Sign (because it knows Adobe Pro is installed on this machine).
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The first two options (or programs) have some features that can be helpful (such as automatic saving and collaboration with others without the worry of versions.)
Box will update the version number, who modified it, the date and time, and display that information in Version History the next time you go through the Preview Window.
Comment
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Once you are back at the Preview Window you can add Comments to the file to inform others who are shared on the file. These Comments will be tracked but can be modified or deleted by clicking the ellipsis.
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@Mention
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Sometimes you want to quickly bring someone’s attention to changes you have made or inform them individually. This can be done from the Preview Window Comment Box. Type @ and their username. It will populate with their email; let you add a message and then post it in the Comment area above.
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Tasks
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Add a task for someone using the Add Task button. This can include multiple users, a message and expected completion date.
Collaboration
When you setup collaboration you “invite” people to use your folders and files. You manage the amount of control each person has, to manipulate your folder or data. At Right are the 7 permission levels and the associated permissions for each level.
How to “Invite” Someone to a Folder or File
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There are several ways to invite someone to your folder or file. In this example we are using the Share button within Box Online to do the invite.
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Once you click on it the box in black appears and if you click the “Invite as Viewer” button you can choose the Level of Permissions you want to allow the user to have. You can also send them a message about the invitation.
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You should always give the least level of permission needed to accomplish the job.
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Permissions “Waterfall”, meaning that whatever permission you give to one folder, it will fall to all folders beneath. (More on this later).
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Other ways to reach Sharing are: Right-click the folder or file name and click the ellipses to the right of the folder or file name.
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As an Owner or Editor, can change permission levels at any time through the Share button/ Shared with/ Manage All.
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A yellow folder means that the folder is private, (or personal.)
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Once other people are added, the folder becomes Blue with two silhouettes.
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Would you like to just share a link?
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Another way to allow users to access your data is through Link sharing.
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This is essentially giving specified permissions to interact with a file from box.
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There are number of choices for security, availability, and access through the general as well as Link settings.
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This shall include things like giving people only access to view a file or if you want the ability to provide people with the ability to edit a file too
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Note that you are giving everybody that has access to this link the same permissions.
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How to Share a Link
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Use any of the previous methods to select Share.
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The following window is displayed. Do not “Invite People”. Instead at the greyed out Share Link slider, slide it to “Enable shared link.”
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This creates a shared link that you can Copy and email to people.
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You can use the drop-down arrows at the bottom of the window to determine who is allowed access and what their access permissions are.
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Also note that clicking on Link Settings will open the bottom window below, allowing you to set an expiration date, a password, a public URL, and allow the ability to download the data not just view it.
Allowing download means you no longer have control of the data and it can be edited and given to anyone else, even if the data has been changed or updated.
Waterfall Permissions
When you give permissions to folders and files they will cascade as a waterfall would to everything below.
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Notice in the diagram below
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I am added as an editor of the Vendors folder then my permission as editor will cascade down through all the folders.
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If I want to share only the Target folders with a Target employee:
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Then I would begin sharing at the Target folder and they would have access to everything in Target.
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They would not have access to anything having to do with Wally’s.
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(Fig.11) Simplified Diagram of Waterfall Permissions
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If I give someone access at Vendors as an editor, I cannot then give them lesser permissions on a cascaded folder. As an example, I cannot change that person to Viewer permissions in a folder under Vendors because they automatically get editor from the folder above.
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This means you should base permissions given on the need, at the folder nearest the bottom of the structure.
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Permissions can be changed at any time by anyone with editor permissions.
Keep in mind that you only see folders which are private (that you created) or shared with you.
If you are not shared in a folder you will not see it. In the example above the Target employee would only see the three folders they were shared in. The rest won’t show in the folder structure within their Box account.
Because of this, it is extremely important to use a folder naming convention that identifies the folders throughout the structure so people will not be confused with identical folder names.
Use the Division, Department, or area then a dash and subject to avoid confusion, as an example. In the above folder structure SC stands for Service Center, then a dash and subject.
Box Notes
With Box Notes, you can quickly take notes, share ideas, and collaborate in real-time with your team – all without leaving Box. It includes templates for meetings, project planning, project status and newsletters.
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Changes or edits show up in purple (as shown above) so even if you are away for a while and then return, you can easily see edits that have occurred while you were gone.
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Features also include tables making it easy to layout columns and rows.
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Box Notes also include version history and permissions.
Box Drive
You may want to utilize Box Drive which is installed on most SOU computers. It shall provide access to files you have on Box, the online site, but directly managed in your file management software (i.e. File Explorer or Mac Finder.)
Although this is a convenient way to work with your files and data, it does not replace the Box.com portal which has much more functionality and many extra features. What you will have, is the ability to work with cloud-based files (your files by default are not stored on your local hard drive) and open them in their native programs, Word, Excel, Adobe, etc.
If You Would Like to Download Box Drive for Your Personal Computer
This great downloadable (https://www.box.com/resources/downloads/drive) tool will make using Box more accessible. Your Box Drive will show up in Windows Explorer or your Mac Finder as another drive. As shown below you will know that your files are updated when the blue cloud outline icon appears next to them.
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You will also want to “lock” your file when you open locally so that others do not make changes to your file that will not be synchronized. Just right-click the file (instead of double-clicking it) and choose “Lock File” before opening it.
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If you do not have an internet connection, you cannot reach your files. In this case you can right-click a folder and choose “Make Available Off-line” to download the folders you need to work on. When you reconnect, they will automatically sync with Box. You may have to manually sync data if other people have made changes to the file while you had it off-line and were editing it yourself.
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While working with Box Drive you do not have the ability to collaborate with other users. Your files will be opening on your local programs and not online.
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When using Box Drive from Windows Explorer be sure to remember the search box in Windows Explorer doesn’t search Box. Use Ctrl+Alt+Shift+B to get a search box for Box.
Other Resources for Learning Box
Box provides numerous educational webinars, videos, and documentation on their website. Some recommended research areas are the Box Community where you can ask questions of knowledgeable users, and Box’s on-demand and live webinars. You can find these resources at:
https://www.box.com/events/webinars
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