Navigating Box 

Box is a cloud-based storage application for storage and collaboration on the documents that you will develop at UCSF. The following link will assist you with understanding how to use and navigate Box:  

Create Files and Folders in Box 

Box provides users with the ability to create new documents and organize their work into folders as well providing methods for quick access to information that they use consistently (e.g., Favorites). This section will provide context to create files and a folder structure within Box. 

Collaborating in Box 

Box provides users with the ability to share and collaborate on documents within the application. The following links will provide insights in the types of features associated with collaborating within Box. To learn more about permissions for collaborators, please review the Understanding Collaborator Permission Levels document. 

NOTE: When working with External Collaborators, they will need to sign-in to Box to access shared content in Box. However, a shared link can be used with external collaborators if they are simply reviewing a document as that does not require a user to be logged into Box.  

Organizing and Tracking Content 

As users create documents in Box, they can designate favorites for the documents used frequently and can review the access stats of files to better understand how content is being interacted with. 

Applications 

In addition to the core features of Box, there are several applications in Box to enhance workflow including Box Drive, Box Tools, Box Edit and Box Notes. 

NOTE: DO NOT place PHI into a Box Note or place Box Notes inside a Secure folder. Once a Box Note has been encrypted, it will be impossible to open.