The TotalAgility to Box Connector Overview

How quickly and effectively can your business transfer document data from the point of ingestion to the cloud, where you manage and collaborate on those documents? For businesses that rely on Box, a leading cloud-based content management system, this is a question of great importance. There are often gaps between ingestion solutions, such as the powerful, intelligent document capture automation in Tungsten TotalAgility, and services like Box. However, a free solution to fill this gap is available today on the Tungsten Marketplace. In this TotalAgility-to-Box connector overview, we’ll review what’s possible and what benefits it can bring to your business operations.

Understanding Common Document Processing Bottlenecks

After executing intelligent document capture and processing, what do you do with the data next? Transferring that information to a cloud system for management and collaboration makes it easier to put important information at the fingertips of those who need it to accomplish their work. However, manually moving documents to the cloud, assigning metadata, and ensuring information lands in the right folder are both time-consuming and prone to error.

Such bottlenecks can slow down processes and make it harder to make decisions quickly or to move workflows to the next step. Any opportunity to reduce manual work can deliver value to a business, both by speeding up tasks and by freeing up more time for employees to focus on mission-critical tasks rather than repetitive document housekeeping.

Why Integrate TotalAgility with Box Functionality?

Box is a powerful cloud content management platform that enables employees to store, access, share, and even collaborate on files in real time. With access across a wide range of devices, Box is also very useful for streamlining processes and extending the reach of workflow automation in use cases such as approvals, new-employee onboarding, and more. With a Box connector for business processes partially handled by TotalAgility, it’s possible to create a seamless pipeline between document ingestion and storage. This way, companies can ensure that the appropriate information is available quickly and in the right location, with all the most important elements, including metadata, automatically made available.

Using the Connector to Manage Your Document Data Easily

Achieving greater workflow automation with Box and TotalAgility is straightforward with the free connector available in the Tungsten Marketplace, created and maintained by the independent Tungsten Labs. Easy to integrate into a TotalAgility workflow, triggering events can automatically output documents to Box and return results to TotalAgility. Such information can include confirmations of the file’s successful upload, the ID number of the file in Box, versioning information and more. There is no need to develop custom code or engage in bespoke API scripting to set up document management in Box; it’s ready to use right from the word go, offering rapid integration capabilities at very low cost.

Exploring Workflow Automation With Box and TotalAgility

Once you’ve integrated Box with TotalAgility, what features of the connector will your teams enjoy? Take a closer look at what you need to know about this solution’s capabilities.

• Straightforward configuration for intuitive document mapping. The connector makes it easy to configure folders, map document fields to metadata fields, and change other settings within Box, all from within TotalAgility, reducing the need for external operations.
• Automated and dynamic mapping of metadata. Predefined data mapping enables the instant transfer of TotalAgility field data into Box templates for metadata in each export operation, preserving data quality and enhancing accuracy.
• Completely secure for safety in today’s digital threat environment.
• Full traceability of documents moving through TotalAgility and into Box, including advanced access controls and digital paper trails for auditing.
• Dynamic folder creation and automatic updates of new document versions.

These capabilities enable your business to improve operations and gain multiple benefits, all without extra development costs, since the solution is free to use. Some of the process improvements you can see will include:

• A major reduction in manual work related to document storage in the cloud ecosystem of Box.
• Reductions in document processing times, putting data where it needs to be sooner, so teams can carry on with important work instead of waiting for information to become available.
• Improvements in data accuracy and availability through dynamic metadata mapping within the content.
• Better versioning and access tracking through Box, enhancing operational security and efficiency while avoiding version-control issues that can lead to confusion and bottlenecks.

Take advantage of these benefits and streamline your document-related workflows even more today.

See How Easily You Can Get Started Today

As we’ve seen in this TotalAgility-to-Box connector overview, there are many advantages to achieving smooth integration between document processing and cloud storage. Available in the Tungsten Marketplace alongside a wide range of other free and paid solutions that facilitate the intelligent automation today’s work environment requires, getting started is easy. Learn more about this solution now and explore how to add it to your workflows today.