This article explains how to store visitor NDAs (or other agreements) outside of Proxyclick in your Box account. That way, your legal team can easily access all NDAs in one single folder. This also works if you manage multiple locations with Proxyclick.
How to link Proxyclick and Box
Signed agreements will be stored in your Box account. If you do not have a Box account, first step is to create one.
In Box, create the folder(s) that will contain the NDAs.
Next, go to the Marketplace and find Box, click Install now.
This will lead to your Box account. Please log in and grant access.
You’ll now see your list of folders. Please select the folder(s) that should contain the NDAs. If no folder is selected, the NDAs will be stored in the root folder.
The NDAs signed by your visitors on the Proxyclick iPad app will now be automatically stored in your Box folder too.
If you manage multiple locations with Proxyclick, you can create different folders in Box and have every location’s NDAs saved in their respective folders.
This integration requires the NDA storage add on to your subscription. Please contact email@example.com if you have any questions.