This article explains how to store visitor NDAs (or other agreements) outside of Proxyclick in your Box account. That way, your legal team can easily access all NDAs in one single folder. This also works if you manage multiple locations with Proxyclick.

Notes:

  • This feature is part of our Large and Enterprise plans
  • This feature requires the Welcome version of the kiosk. Here is how to migrate to Welcome in case you’re still using an older version

 

How to link Proxyclick and Box

Signed agreements will be stored in your Box account. If you do not have a Box account, first step is to create one.

In Box, create the folder(s) that will contain the NDAs.

Next, in the Proxyclick dashboard, go to Account and Settings > Integrations > External storage > Box and “Connect”. 

This will lead to your Box account. Please log in and grant access.

You’ll now see your list of folders. Please select the folder(s) that should contain the NDAs. If no folder is selected, the NDAs will be stored in the root folder.

The NDAs signed by your visitors on the Welcome app will now be automatically stored in your Box folder too.

 

Multiple locations

If you manage multiple locations with Proxyclick, you can create different folders in Box and have every location’s NDAs saved in their respective folders.

Any questions? Please contact us. We’re happy to help!

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