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Conga Support

Creating a Box Token to Use with Conga

Composer

To use Box in an automated fashion (background mode in Composer, Conductor, or Workflow), you need to create and save a Box token. 

  1. Go to the Composer Setup tab.
  2. Click Integration Partners tab.
  3. Click the Box tab.
  4. Click Create Box Token.
  5. Enter the login details for the Box Service user (which can be found in the Box Settings tab).
  6. Run your Composer solution in background mode (using &DS7=600) to automatically send the merged documents to Box.

Conductor

  1. Go to the Conductor Setup tab.
  2. Click Create Box Token.
  3. Enter the login details for the Box Service user (which can be found in the Box Settings tab).
  4. Run a batch operation to automatically send the merged documents to Box.

Workflow

  1. Go to the Workflow Setup tab.
  2. Click Create Box Token.
  3. Enter the login details for the Box Service user (which can be found in the Box Settings tab).
  4. Trigger the Workflow Rule to automatically send the merged documents to Box.