Integrating with Box

If you configure Box as an external repository, case workers can add Box documents as case documents and task attachments. Case workers can also add local documents to a case or work item and save the documents in Box.

By default, when case workers add Box documents to a case, a reference to the latest version of the document in Box is added to the case. If the document is deleted from Box, the reference from the case becomes invalid. Beginning with version 5.2.1 Fix Pack 4, you can allow case workers to add a copy of the current version of a document to the case management repository instead of referencing the document in Box. The copy remains in the case even if the document is deleted from Box. However, any changes that are made to the document in Box are not reflected in the case. To allow case workers to add a copy of a Box document to the current case, enable the Box copy feature for the case management repository in IBM Content Navigator 2.0.3 Fix Pack 6 or later.

IBM Case Manager uses the Box share feature of IBM Content Navigator to enable case workers to share case documents and task attachments that are in an IBM FileNet Content Manager or IBM Content Manager repository. When a case worker selects a document to share, IBM Content Navigator saves the document to Box and creates a link to the specific version of the document. If the case worker later deletes the share, the document is removed from Box.

For detailed information about configuring IBM Content Navigator to connect to Box and enabling document sharing, see Integrating IBM Content Navigator with Box.