U-M Box Updates

New! Collaborate on Individual Files with Box

9/18/2017

To make it easier to add collaborators to a file, Box is launching the ability to invite collaborators to individual files (previously, access was only  given at the folder level). The Invite Collaborators feature will be available for files in the More Options (...) drop-down list. This will be gradually rolled out, beginning September 18. 

Note: This only applies to collaboration, ownership is still maintained at the folder level.

Templates Available in Box Notes

9/15/2017

Box has added the ability to create Templates in Box Notes! Templates allow you to quickly create a Box Note using pre-populated content. You can choose from  default templates or use custom templates that you or your team create. This is useful when you need to create a Box Note using a standard format or structure, like meeting agendas, project plans, or calendars.

To create a note from an existing template, click Note from Template from the New drop-down list in the Box Notes desktop app.

Default Templates

To use one of the default templates provided by Box:

  1. Select a template under the Default tab.

  2. Click Create. A new note will be created using the selected template.

Creating a Custom Template

To create a custom template:

  1. Create a new Box Note with the information you want in the template.

  2. Select Set this as a Template from the More Options (...) menu in the upper right corner. The note is now a template.

Note:

  • Once you have set a Box Note as a template, that Box Note file is the template file. Deleting it deletes the template. You may want to move the newly created template into a specific Templates folder, in order to keep track of where your templates are stored.

  • If you would like others in your organization to be able to use this template, make sure that they are collaborators (with any access level) in the template itself, or in the folder in which the template is stored. You can also send coworkers a shared link to the template. This will allow them to use the template, but templates sent to coworkers via shared link will not appear in their Custom Templates list.

To use a custom template that you have created or that you are a collaborator in:

  • Open the Custom tab.

  • Custom templates that you can access will appear in this list. Note: If you cannot find a template that you believe you should have access to, verify that you are a collaborator in the template itself or in the folder in which the template is located.

  • Select a template from the list and click Create. A new note will be created using the selected template.

U-M Box July Summary

8/2/2017

Below is the July installment of the U-M Box Monthly Summary:

Reminder: All New Box is now default!

  • Box has a workaround for adding tags.
    • To add a tag: Select the file or folder to tag > Click More Options > Select More Actions, and then Add or Edit Tags > Enter the name of the tag, press Spacebar, and then Enter > Click Save.

Tip: Did you know? There are four ways to use Box Notes.
Learn more about Box at Box University

Box Access Stats to be Refreshed

7/27/2017

Soon, Box will refresh the interface used to see what’s been happening with a file, including:

  • “Edit” and “Comment” as additional activity types
  • Streamlined pop-up interface and totals
  • History feed for the entire past year - not limited to the most recent 50 events
  • Most recent updates in the right sidebar
  • Ability to export the file’s access statistics (coming soon after this Box interface refresh)

Get more information as well as a before and after comparison.

U-M Box June Summary

7/7/2017

Below is the June installment of the U-M Box Monthly Summary:

  • Announcing Box Drive!
  • The All New Box will become default.
  • Box Notes has implemented the ability to open any Box Note from your Box file tree and the option to move or copy an existing Box Note to any folder in Box.

The Collaboration Services Team

Tip: Did you know? You can eliminate long email chains using comments and tasks.
Learn more about Box at Box University