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 Box at UC - Box for Office

 Information on the Box for Office function on the UC Box service.

Box at UC – Box for Office

Navigate to: (navigation to different sections)
     What is Box for Office?
    
How do I install Box for Office?
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Requirements
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Installation
    
Using Box for Office
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Word, Excel & PowerPoint
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Open/Edit
                □ 
Saving
                □ 
Sharing
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Outlook
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Attaching
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Saving & Uploading
                □ 
Settings
    
Box for Office Online
    
Box and Microsoft Office Mobile
    
Additional Resources

 

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WHAT IS BOX FOR OFFICE?

Box for Office allows Box users to open, edit and save Box files directly in Microsoft Office. Box for Office also allows you to quickly share files from Office using shared links. Box for Office is only compatible with Microsoft Word, Excel, PowerPoint and Outlook. Box also integrates with Box for Office Online which allows users to create and edit files in Office 365 from the Box web client. For more information on Box for Office Online, click here [link to Box for Office Online KB article].

 

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HOW DO I INSTALL BOX FOR OFFICE?

Requirements

Box for Office is available for all Windows users, but not Mac OS X users. Box for Office requires your operating system to be Windows 7 or above and Microsoft Office 2010 or above. For information on large scale deployment within your organization, click here [https://community.box.com/t5/For-Admins/Large-Scale-Deployments-Box-for-Office/ta-p/6457].

 

Installation

1.      Log into your Box at UC account. Click your name at the top right and then select Apps.

 

2.      Select Official Box Apps at the right.

 

3.      Scroll down until you find Box for Office and click on it. Then click Add to download the installer.

 

4.      Run the file and click Install. Box for Office will now begin installing.

 

5.      Click Finish when it is done. Now you are all set to use Box for Office!

 

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USING BOX FOR OFFICE

Box for Office runs as a plug-in for Microsoft Office. It allows you to open, edit, save and share files directly from Box. Box for Office integrates with Microsoft Word, Excel, PowerPoint and Outlook only. Other Microsoft Office products, such as Access, Project, Visio and OneNote, are not compatible.

Note: If it is your first time using Box for Office, you will need to sign into your Box at UC account using Single-Sign On (SSO) and your CLS credentials.

 

Word, Excel & PowerPoint

Open/Edit: To access your Box documents in Microsoft Word, Excel and PowerPoint, click on File > Open. Then select Box > Browse Box to select a file to edit. Once you select a file, Box for Office will download the file to let you work on it. To save your changes, just click on the regular save icon at the top-left and Box for Office will save and upload the changes.

        

 

Saving: When saving a currently opened Box file, just hit the normal save icon at the top-left and Box for Office will save and upload the changes.

 

When saving or uploading a new local document using Box for Office, go to File > Save As and then select Box > Browse Box. You can also select Upload from the Home ribbon.

         

You can browse your Box account and can even create a new folder for it to stay in. After naming the new file, click Save and Box for Office will upload your new file.

         

 

Sharing: Box for Office allows you to easily share files in Word, Excel and PowerPoint. There are two ways to do this. The first method is to click on File > Share > Share from Box. Then select Enable sharing for this file.

        

The second method is to click on Share button on the Home ribbon in Word, Excel or PowerPoint.

        

 

Afterwards, Box for Office will provide a URL to the shared content and will allow you to copy and email the link to send to users. You can also set access levels, allow downloading and set a link expiration. The URL cannot be customized in Box for Office. To customize the URL, you will need to use the website interface.

        

 

Outlook

Attaching: You can add attachments directly from Box to an Outlook email. Box for Office gives you the option to attach a document that directly from Box. There is also the ability to upload a new document to Box and attach it to the email at the same time. When starting a new email, go to the Message ribbon and then select Attach from Box or Upload and Attach. After the files are attached, Box for Office will provide URLs in the email to the content on Box.

            

Note: With Box for Office, using the default Outlook Attach File button will prompt if you want to also upload and insert a shared link. You can disable this feature in the Box for Office settings in Outlook.

        

 

Saving & Uploading: Saving attachments to Box is easy in Outlook. When you get an email and want to save the attachment(s) to Box, click on the Box Save Attachments button in the message ribbon.

        

You can save the attachments to an existing folder or create a new one. After clicking Save, the files will upload to Box.

        

 

Settings: To access the Box for Office settings for Outlook, click on the Box Settings button on the Home ribbon.

        

 

Here you can Sign out of your account (click Settings to sign in again). You can also set the frequency of when Box for Office will be used when attaching local files. There are also links to Box Support and help articles on Box Community. Click Save when finished.

 

        

 

 

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BOX FOR OFFICE ONLINE

Box for Office Online makes it even easier to edit documents in Box, safely from your web browser. Using Microsoft Office 365 technology, you can edit documents in your web browser simply by opening Word, Excel or PowerPoint files using Microsoft Office Online. For more information on Box for Office Online, click here [link to KB article on Box for Office Online].

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BOX AND MICROSOFT OFFICE MOBILE

Box can also be used with Microsoft Office mobile apps, such as Word, Excel, PowerPoint and Outlook. Using your Android or Apple iOS mobile device, you can use Microsoft Office mobile and Box together with ease! For more information on Box and Microsoft Office mobile, click here [link to KB article to Box/Microsoft Office Mobile]

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ADDITIONAL RESOURCES

Related KB Articles
    Box Sync
    Box Edit
    Box Mobile App

Box Help Videos
    Box for Office
   
Box for Office 365

Box Articles
    Large Scale Deployments: Box for Office
   
Box for Office Integrations
   
Box for Office: Plugin Not Appearing in File Menu

 

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