All Collections
05. Integrating with 3rd Party Apps
Integration with - Cloud Storage Solution
Integration with - Cloud Storage Solution
Dan Sargeant avatar
Written by Dan Sargeant
Updated over a week ago

Way We Do allows you to lookup and link to files in cloud storage solutions such as directly from the "Attachments" and "Insert Documents" functions.

To add documents directly from, follow these steps:

  1. On the Attachments tab, simply click "+Upload File". Alternatively, click on "Insert File" paperclip icon from the Edit Toolbar when editing a procedure.

  2. Click on "Attach from Box".

  3. Log into Box and authorize.

  4. Select required files as per normal usage of Box.

File Security:

Security of files will depend upon the restrictions you place on the document within Box. Be sure to setup any required restrictions within Box prior to linking to the document from within Way We Do.

Steps 1 & 2:

Step 3:

Did this answer your question?