Box

Practical workflows to collaborate, automate, and protect content in Box
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Open a project in Box and think in steps, not storage. Start by creating a workspace for your team, set clear folder names, and assign roles (viewer, editor, uploader) so the right people see the right content. Invite colleagues and external partners with share links that expire, require a password, or block downloads. Tag folders with labels and metadata to speed up search later. Work from the browser, desktop app, or phone: drag in files, sync only what you need, and mark key folders for offline access before you travel.

Turn files into active work. Co-author in Microsoft 365 or Google directly from Box so everyone edits the same copy. Use comments, @mentions, and tasks to request changes and track ownership. Lock a file while you apply major edits, then publish a new version with a clear note; roll back anytime if something goes wrong. Add precise feedback with page or timecode annotations on PDFs, images, and video. For approvals, build a simple workflow: route drafts to reviewers, set due dates and reminders, and auto-move approved content to a final folder. Reuse workflow templates for recurring tasks like quarterly reports or campaign launches.

Apply this approach to core processes. For marketing, upload raw footage, let Box generate previews, collect stakeholder feedback via secure links, watermark proofs, and deliver finals without third-party transfer tools. For HR, store offer letters, onboarding checklists, and policy acknowledgments; route documents for e-signature, track who’s completed each step, and retain records per policy. For legal and procurement, standardize contract intake with a template folder, assign reviewers by clause type, manage redlines in a single version, capture signatures, then archive with retention and legal hold. In regulated teams, use classification labels to restrict external sharing, cap downloads, require device trust, and keep an audit trail of every action. Automated malware scanning and content rules help prevent leaks before they happen.

Admins can centralize controls without slowing teams down. Enforce single sign-on, MFA, and session rules; choose where data resides; and, if needed, manage your own keys. Flag unusual activity with alerts, and schedule usage and permission reports. Connect Box to the tools you already use: share files in Slack or Teams, attach content to Salesforce records, trigger requests from ServiceNow, or link specs to Jira. Developers can script uploads, tagging, watermarks, and moves with the API. On mobile, scan receipts to searchable PDF, capture whiteboards after a meeting, and add voice notes to a document. When you need something fast, search by keyword, creator, date, or custom metadata and jump back into the exact version your team approved.

Review Summary

Features

  • Granular permissions and secure shared links (expiry, password, download control)
  • Desktop, web, and mobile access with selective sync and offline folders
  • Real‑time co‑authoring with Microsoft 365 and Google integrations
  • Comments, @mentions, tasks, and file locking for coordinated edits
  • Version history with rollback and publish notes
  • PDF, image, and video previews with precise annotations
  • Reusable approval workflows and automation templates
  • Built‑in e‑signature for agreements and acknowledgments
  • Metadata, labels, and advanced search for fast retrieval
  • Classification, retention, legal holds, and audit trails
  • Malware scanning and data loss prevention policies
  • SSO, MFA, region selection, and optional customer‑managed keys
  • Activity alerts, reports, and admin console controls
  • APIs for custom automation and integrations
  • Connectors for Slack, Teams, Salesforce, ServiceNow, and Jira

How It’s Used

  • Marketing asset review and approval for campaigns and product launches
  • HR onboarding packets with signatures, tasks, and retention
  • Contract lifecycle: intake, redlining, approval, e‑sign, and archiving
  • Vendor collaboration on RFPs with controlled external access
  • Clinical trial documentation with strict access and audit logging
  • Board materials distribution with watermarking and download limits
  • Retail store playbooks and policy updates to field teams
  • Construction plan revisions with version control on mobile
  • Education course materials and student submissions in shared folders
  • Finance quarterly reporting with multi‑step approvals

Plans & Pricing

Business (business)

$15.00 per user / month

Unlimited Storage Upload Files up to 5GB Secure Sharing, Unlimited Notes, Whiteboarding and e-signatures Built-in Content Security and Permissions with SOC 1/SOC 2/SOC 3 Compliance 1,500+ Integrations like Microsoft Office, Copilot, Salesforce, Google Workspace, Slack, and more 50K API Calls Per Month Standard Support Available

Enterprise (business)

$35.00 per user / month

Unlimited Storage Upload Files up to 50GB Content Portals with Box Hubs Secure Sharing, Unlimited Notes, Whiteboarding and e-signatures More Compliance Standards with SOC 1/SOC 2/SOC 3, HIPAA, FedRAMP 1,500+ Integrations like Microsoft Office, Copilot, Salesforce, Google Workspace, Slack, and more 100K API Calls Per Month Advanced Workflow Capabilities Unlimited External Collaborators Standard Support Available

Enterprise Plus (business Plans)

$50.00 per user / month

Unlimited Storage Upload Files up to 150GB AI-powered Document Insights and Intelligent Hubs Secure Sharing, Unlimited Notes, Whiteboarding and e-signatures Advanced Compliance Standards Including SOC 1/SOC 2/SOC 3, HIPAA, FedRAMP, GxP, 21 CFR Part 11 1,500+ Integrations like Microsoft Office, Copilot, Salesforce, Google Workspace, Slack, and more 100K API Calls Per Month Advanced Workflow Capabilities Automated Controls Protecting against Threats and Data Leaks Unlimited External Collaborators Enhanced Support Services 24 Hour Coverage

Enterprise Advanced (business Plans)

Custom

Unlimited Storage Upload Files up to 500GB AI-powered Document Insights and Intelligent Hubs Intelligent, No-code apps with Custom Dashboards Unlimited Web and Mobile Forms (Private beta) Automated Document Generation (Private beta) Customizable AI Agents AI-powered Metadata Extraction* Secure Sharing, Unlimited Notes, Whiteboarding and e-signatures More Compliance Standards with SOC 1/SOC 2/SOC 3, HIPAA, FedRAMP Moderate 1,500+ Integrations like Microsoft Office, Copilot, Salesforce, Google Workspace, Slack, and more 200K API Calls Per Month* 2K Standard AI API Calls Per Month* Advanced Workflow Capabilities Automated Controls Protecting against Threats and Data Leaks Unlimited External Collaborators Enhanced Support Services 24 Hour Coverage

Individual (individual Plans)

Free

10 GB of Storage 250 MB File Upload Limit 1 File Version Box Sign: 5 Docs for e-sign Per Month

Personal Pro (individual Plans)

$10.00 per month

100 GB of Storage 5 GB File Upload 10 File Versions Box Sign: 15 Docs for e-sign Per Month; Unlimited Templates

Business Starter (individuals and Teams)

$5.00 per user / month

100 GB of Storage 2 GB File Upload 25 File Versions Box Sign: 10 Docs for e-sign Per User Per Month; Unlimited Templates Technical Support During Local Business Hours

Enterprise Advanced

Custom

Includes Features of Enterprise Plus Plan, Plus Unlimited intelligent, no-code apps with custom dashboards Connected forms for business processes Automated document generation* Customized AI agents for specific business needs AI-powered metadata extraction* Higher API allowances Large file uploads up to 500GB Compliant long-term data preservation

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