Box user guide

1. Sign in to Rivr, select your organization, and open Sources in the sidebar.
2. Click Connect Box and authorize Rivr in Box.

Use a Box account that can read your source folders and write to your export destination.

1. Open a matter, go to Imports, and click + Import Files.
2. Select Box Import and paste the folder’s Box URL or numeric ID.
3. Check the Import Name, then click Index Box Folder.

Box imports require a paid plan. Use a folder URL or ID, not a shared link.

1. Once indexing finishes, click the import in Imports.
2. Review the plan, then click Process to start. The button shows the document count.

Processing runs in the background; you can keep working.

Open Directory to search and filter documents. Open a document to check its contents and classifications.

1. Go to Exports and click + New Export.
2. Choose the documents to include, then click Next.
3. Select Box, enter the destination parent folder’s URL or ID, and check the Output folder name. Choose whether to Include manifest file, then click Next.
4. Choose an Export template, then click Generate Preview.
5. Review the folders and filenames. Choose Verified Only for human-verified documents, or Export All to include autoclassified documents too.
6. Check the final counts and click Confirm & Run Export. Track progress in Exports.

Documents with blocking issues or marked as skipped are left out of either export mode.

In Sources, click Disconnect on the Box card and confirm. Reconnect before starting more Box imports or exports.

For help with the Box integration, contact support@rivr.build.