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

To add documents directly from Box.com, 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:

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