Who can integrate with Box?
Full users
Lite users
What is the Box integration?
Many advisors store critical artifacts in Box, including:
Meeting notes
Financial plans
Estate documents
Compliance files
Jump’s Box integration allows users to push a Jump PDF directly to the correct Box folder after a captured meeting.
This helps to streamline the post-meeting workflow, keeping advisors from needing to download Jump meeting notes as a PDF and re-upload them to the correct Box folder each time.
How to integrate Jump with Box
Are you a new user?
Create a Jump account at https://my.jumpapp.com/signup.
While onboarding, choose Box in the Document Management step and connect via OAuth.
Are you an existing user?
Log into Jump at https://my.jumpapp.com/.
Go to Profile & settings > User settings > Integrations > + Add an integration.
In the window that opens, click on the Document Management tab.
Select the Box tile and click Add integration to sign in via OAuth.
Upon successful sign-in, you’ll be prompted in Jump to select the correct folder destination for synced meeting notes.
Note: Jump respects Box folder permissions. Jump users are only able to upload PDFs to Box folders for which they have write permissions.
If you can’t see the right folder, you might not have write access. You’ll need to contact your Box admin to get the correct permissions.
How to save a note to Box
Go to Meetings > AI-Processed.
Select a captured meeting.
Go to the Automations tab towards the right side of the screen.
Click the tile that says Sync to Box.
The folder picker will show your default folder, if you’ve selected one. In this window, you can also search and select another folder destination if needed.
Click Sync to send the PDF to Box.
Note: You can adjust the default file destination by going to Profile & settings > User settings > Automations > Do this…
Select the action with Box as the destination.
In the panel that opens, click Change Folder to select a new default destination in your connected Box account.
Note: If a file with the same name exists, you will see an error message in Jump. You’ll need to rename the new file or delete the current file from your Box account to proceed with the sync.
The file name is the meeting title. So, to rename the file, change the meeting title to something unique.
Frequently asked questions (FAQs)
What formats are supported?
What formats are supported?
Jump uploads a PDF of your meeting note.
Can I change the file name?
Can I change the file name?
Jump uses the name of the meeting for the file name. If you need to edit the name of the file that gets synced to Box, simply changed the title of the meeting.
Can I upload to multiple folders?
Can I upload to multiple folders?
No, not currently. You can only upload a file to one folder.
Will Jump read files from Box?
Will Jump read files from Box?
Not currently. A future version may use Box documents as context for Pre‑Meeting Prep and Global Ask Anything (GAA).