Focus: The focus of this self-help article is to provide steps and information to how to add documents to send or for templates from Box online storage service.
Please note: Adding documents for your PandaDoc account can be used to send or to create a template. For this document, we will be adding a file from Box to send.
Step 1: Starting the New document process. On the upper right, click on the green button, “New document”.
Step 2: Finding and enabling Box. Click on the “Box” Icon on the below. If you have not already done this, click on “Connect to Box”.
Step 3: Login into Box. Enter in your email address and password for our Box account.
Step 4: Grant access. To allow PandaDoc and Box to connect, click on the blue button “Grant access to Box”.
Step 5: Selecting a Box file to be used. Once the connection is established, you will see your folders and files inside of your Box account. Click on a name of the document to be used inside of PandaDoc.
Congratulations! You are now fully connected to use your Box files for your PandaDoc account.