Table Of Contents

How to Use Document Storage

  1. How Do I Set Up My Document Storage?

How Do I Set Up My Document Storage?



Set up a Box account


  1. On the left navigation bar, click Group Setup
  2. Among the group options, select Document Storage
  3. 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 for details.



Link my Box account with memberplanet


  1. From the Group Setup page, select Document Storage
  2. Click on Link an Existing Box Account

You will be redirected to

  1. 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