OptimiDoc Server Help Center

Box Destination

The Box destination uploads scanned documents to a folder in a Box account using OAuth 2.0. Configuration is minimal -- specify the target folder, then authorise OptimiDoc to access the account.

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How It Works

Box is a delivery-only destination. OptimiDoc uploads each output document to the folder given in Path. Authentication uses OAuth 2.0 through OptimiDoc's built-in Box application, so you do not register your own Box app or enter client keys -- you only authorise access. OptimiDoc stores the resulting access and refresh tokens with the destination and refreshes them automatically, so the connection keeps working after the initial authorisation.


Configuration

Setting

Description

Path

Target folder path within Box where documents are uploaded (e.g. BoxPrint).

Filename placeholders can be used to organise uploads within the target folder. See Output Options.


Authorising the Connection

  1. Enter the Path and Save the destination.

  2. Re-open the destination. An OAuth Authorization card shows the current status (Not authorized or Authorized).

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  3. Click Authorize. OptimiDoc redirects your browser to Box's consent page; after you grant access you are returned to OptimiDoc and the tokens are stored with the destination.

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  4. Once authorised, use Test Connection to confirm access. Test Connection is hidden until the destination is authorised.

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Use Re-authorize to refresh access, or Revoke authorization to clear the stored tokens. Revoking removes only OptimiDoc's local copy of the tokens -- the remote provider is not contacted -- and leaves the Path intact, so the destination simply returns to the Not authorized state until you authorise it again.

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Troubleshooting

Issue

Possible Cause

Resolution

Not authorized

Authorisation never completed or tokens were revoked

Open the destination and click Authorize to complete the OAuth flow

Upload failed

File exceeds the Box plan's per-file size limit

Check your Box plan's file-size limit

Permission denied

The authorised Box user lacks access to the target folder

Grant the user collaborator access to the folder, or choose a folder they own