How to Use Document Storage
How Do I Set Up My Document Storage?
Set up a Box account
- On the left navigation bar, click Group Setup
- Among the group options, select Document Storage
- From the Box account page, select the option you need
Note: Most 501(c)(3) nonprofit organizations are eligible for a free Box account. Visit Box.com for details.
Link my Box account with memberplanet
- From the Group Setup page, select Document Storage
- Click on Link an Existing Box Account
You will be redirected to Box.com.
- Log in with your Box credentials, and follow Box’s instructions to link your account to your group
Note: If you need additional support for your Box account, please contact Box support via https://www.box.com/about-us/contact-us.