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croozeAdmin

Getting more out of Box Relay

By Announcements No Comments

If you have built a workflow using Box Relay you know that it is simple, no-code design empowers you to automate repeatable work in minutes. Users enjoy the simplicity and ease of use Box and Box Relay.

However, there are use cases that can be challenging to implement. Here is a sample use case:

Suppose you have a library of documents with metadata. They could be mission-critical documents like contracts or digital assets. You want to add only approved contracts or digital assets to your library, so you want to an implement approval process.

You would like users to start an approval process:

  • Using a simple form with business logic to submit content to be approved
  • Change approvers based on document type (simple conditional routing)
  • Allow the submitter to picker the approvers

During the approval process, you want to:

  • Change approvers based on dollar amount (conditional logic)
  • Use metadata to control the flow
  • Allow the submitter to track the progress of approval
  • If an approver rejects the document set the workflow status to rejected

Finally, from a reporting perspective, you want to know:

  • Control who can view the status of the workflow
  • Who started workflows?
  • How many workflows were started this month?
  • How long has the workflow been executing?

If any of those issues are familiar or you want to know how to get more of Box Relay please contact us at relay@crooze.com

 

 

 

 

Crooze Digital Asset Management for Box PowerPoint Add-in

By Uncategorized

Introducing Crooze Digital Asset Management for Box PowerPoint Add-in

From within PowerPoint you can now insert images from Box into your slide deck.  This saves you time from searching Box for your images, then downloading those images from Box to your desktop, then adding them to your PowerPoint presentation.

To launch select the Insert Tab in your Office Ribbon and locate your Corporate Images button.

Instruction on how to use our PowerPoint Add-in

Login

Login with your standard Box User Name and Password.

Browse and Insert:

When you first login you will be taken to the home page. Select any tile to view the associated images.  Select Add to insert the image into your PowerPoint.

You can Browse and Search your images.

By clicking on a photo you will be taken to the photo’s details page. From here you can Insert an Image, or filter down your search with any tags that might be important to you.

Contact use at info@crooze.com if you have any questions.

Manage Metadata for Box Word Add-in

By Uncategorized

Introducing Manage Metadata for Box Word Add-in

From within Word, you can now manage metadata on your file.  This keeps you in your typical workflow.

To launch from the Home Tab in your Office Ribbon locate your Manage Metadata button.
Note:  If you are using Internet Explorer you are required to log in to app.crooze.com prior to loading the Add-in.

Instruction on how to use our Word Add-in

Login

Log in to Crooze with your standard Box User Name and Password.

Open Word

You can open Word documents from Box Drive or open Word documents from the Box Web Interface using Microsoft Word Online.
Note: Working with documents opened from Box Web Interface using the desktop version of Microsoft Word is not currently supported on Windows.

Add a new Metadata Template:

If there is no Metadata template on your file when you first log in you will be able to select the Metadata template your desire. Select the Metadata template, then add your metadata and save.

Edit Metadata.

Once the Metadata template is on your file it is as simple as editing the template that shows up for your file.

Contact us at info@crooze.com if you have any questions.