How to setup Box integration

Prerequisites

• You are an admin on your "your-templafy-domain.templafy.com"
• You are an admin on your company BOX account

How to setup Box

1. Go to https://[box_tenant].app.box.com/developers/console (Developer Console App)
2. Choose "Create new app" then "Custom app" then "OAuth 2.0 with JWT (Server Authentication)"
3. In the "Configuration" section of the newly created app switch "Application access" to "Enterprise"
4. In the "Application scopes" section here select "Read all files and folders stored in Box", "Read and write all files and folders stored in Box", "Manage users", "Manage groups", "Manage enterprise properties"
5. In the "Advanced features" section here select "Perform actions as users", "Generate user access tokens"
6. In the "Add and manage public keys" section here do "Generate a public/private keypair". This will require 2-factor authentication. Save the private key locally.
7. In the "CORS domains" section here write the following: 'https://[templafy_tenant].templafy.com' (without the quotes)
8. Go to https://[box_tenant].app.box.com/master/settings/openbox (Admin Console App)
9. In the "Custom Applications" section of the "Apps" tab of the "Admin Console App" select "Actions" and then "Reauthorize app" action
10. Create "Box" integration in Templafy Admin and fill in the mandatory fields with the data from Box
11. Share resources via https://[box_tenant].app.box.com/folder/0 (Box App) and browse them in Templafy

How to setup Templafy

1. Go to "your-templafy-domain.templafy.com"
2. Click "Libraries"
3. Click ""Add external library"
4. Choose "Box" in the dropdown
5. Use the information obtained from "How to setup Box" to fill out the Box integration
6. Click "Create"

NOTE: When copying the Private Key into the Templafy Box integration, please ensure the whole key string is copied. This includes -----BEGIN ENCRYPTED PRIVATE KEY----- and -----END ENCRYPTED PRIVATE KEY-----\n.