Box: A Brief Overview

Box is a cloud content management and file sharing service for your business. It enhances your workflow by keeping your data secure, accessible, and easily shareable. With Box, you can collaborate seamlessly, ensuring that your team has access to the necessary files and folders wherever they are.

Uses for Box with ID Verification

Integrating Box with IdentityCheck through Zapier opens up a myriad of possibilities. Here’s how users of Box can benefit from ID verification:

• Onboarding New Clients: Automatically verify IDs of new clients and securely store their verified documents in Box.
• Employee Verification: Streamline HR processes by ensuring all employee IDs are verified and stored in organized folders in Box.
• Authorized Access: Grant or restrict access to sensitive documents based on verified IDs, ensuring data security compliance.
• Contract Signatures: Verify the identity of individuals before they sign contracts, with the signed documents automatically saved in Box.

How to Set Up the Integration

Setting up the IdentityCheck and Box integration is straightforward with Zapier:

1. Create Accounts: Ensure you have active accounts on both IdentityCheck and Box.
2. Log in to Zapier: Go to Zapier’s website and either log in or create a new account.
3. Connect IdentityCheck: In Zapier, navigate to ‘My Apps’ and click ‘Connect a new account.’ Search for IdentityCheck and follow the prompts to authorize your IdentityCheck account.
4. Connect Box: Similarly, find Box under ‘My Apps’ and authorize your Box account.
5. Create a Zap: On Zapier’s dashboard, click ‘Make a Zap.’
6. Select Trigger: Search for IdentityCheck as your trigger app and select the appropriate trigger event, such as ‘New Verification.’
7. Set Up Action: For the action app, search for Box. Choose an action like ‘Upload File’ and map the necessary fields.
8. Test and Turn On: Test your Zap to ensure it works correctly, then turn it on.

How to Use the Integration

Using the integration is effortless once set up:

1. Verify IDs Automatically: Whenever an ID verification is completed with IdentityCheck, the verified documents automatically upload to the specified Box folder.
2. Organize Documents: Easily organize and access verified documents, streamlining your workflow.
3. Maintain Security: Ensure that all confidential documents are securely stored and access is restricted based on the ID verification status.
4. Automate Notifications: Set up further Zaps to notify relevant team members when new verifications are completed and documents uploaded.

Integrating Box with IdentityCheck through Zapier streamlines crucial ID verification tasks, enhancing security and efficiency within your organization. Start leveraging this integration today for a smoother workflow and secure collaboration.