How to connect my Box account to Soda PDF Desktop?

Box will synchronize with Soda PDF Desktop allowing you to open files from this storage drive and save files directly to it.

 

In the Open or Save As options you can log in to Box.

  • Click on the menu in the top left corner.

 

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  • Click on Open or Save As.
  • Choose Add Account.
  • Click on Connect next to Box.

 

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  • Enter your Box credentials.
  • Choose Authorize.

 

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  • Click Grant access to Box to authorize Soda PDF to access your Box account.

 

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You will now be signed in to your Box account. Soda PDF will create a folder for your files and you will be brought to it.

You can sign out of your account at any time.

  • Click Sign Out.
  • Alternatively, you can click on the X next to Box.

 

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Saving a File

You can save new files directly to your Box account. You may notice that the Save option is grayed out. This is because save will only be used when you have already opened a file.

Instead, you will use Save as. This will create a new file even if there was an existing PDF.

  • Click on Save as.
  • Choose Box.
  • Name your file.
  • Choose Save.

 

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  • Click the up arrow to change the Box folder you are saving to.
  • Double-click on a folder to access it.

 

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Opening a file

You can also open files stored in your Box folders. If the file is not already in PDF format, it will be converted to PDF as it opens.

  • Click on Open.
  • Select Box.
  • Double-click on a file to open it.

 

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We have two additional modules. The OCR module allows you to recognize and edit text within any scanned document or image. We also have the E-Sign module that allows you to electronically sign PDFs and track and manage e-signatures in real-time. If those modules are not available for you, you can purchase them here.

 

       

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