Resources / Integrations

Rivr Box Integration User Guide

Learn how Rivr connects with Box to import approved folders, process construction claim documents, and export organized folders and manifest files back to Box.

Rivr integrates with Box so users can import approved Box folders into Rivr, process construction claim documents, and export organized folders and manifest files back to Box.

Connect Box

  1. Sign in to Rivr.

  2. Open Settings.

  3. Under Integrations, click Connect Box Account.

  4. Review the Box authorization screen and click Grant Access to Box.

Import a Box Folder

  1. Open a matter in Rivr.

  2. Go to Documents → Import.

  3. Click New Import.

  4. Select Box Import.

  5. Enter the Box folder ID from the Box folder URL.

  6. Click Index Box Folder.

Review Documents

After import, Rivr indexes the selected Box files, extracts searchable text, and classifies documents into construction-specific categories. Users can review results in the Documents section, search across the matter, and filter by category or subcategory.

Export Back to Box

  1. Go to Documents → Export.

  2. Click New Export.

  3. Select Box as the destination.

  4. Choose Organized Folders.

  5. Enter the Box destination folder ID.

  6. Select whether to include a manifest file.

  7. Review and create the export.

Rivr will create a structured Box folder with organized document categories, renamed files, and an optional export manifest.

Disconnect Box

To disconnect Box, open Settings → Integrations and click Disconnect.

Support

For help with the Box integration, contact support@rivr.build.