document management Integration
Jump +Box
Jump connects to Box so meeting note PDFs can be uploaded directly to the folder you choose. Eliminate manual filing steps and keep documentation securely stored alongside your firm’s existing client records.
Key Benefits
Eliminate manual filing steps
Upload meeting note PDFs to Box with a click—no downloading or re-uploading required.
Keep documentation consistently stored
Send notes directly to the correct Box folder to maintain organized client records.
Support compliance workflows
Store meeting documentation alongside financial plans, tax documents, and other regulated materials.
Centralize meeting records
Keep Jump-generated documentation within your firm’s existing document storage system.
Feature Details
Keep Jump-generated documentation within your firm’s existing document storage system.
Upload meeting note PDFs to your selected Box folder without downloading files manually.
Choose your destination folder
Select where meeting notes are stored so files follow your firm’s existing organization structure.
Upload finalized meeting documentation
Push approved meeting note PDFs into Box after meetings to maintain consistent records.
Push approved meeting note PDFs into Box after meetings to maintain consistent records.
Keep client documentation stored within your firm’s existing Box environment.
Simple one-way sync
Meeting note PDFs are uploaded from Jump to Box as finalized documents.
How it Works
Connect Box to Jump
Enable the Box integration from Jump’s Integrations settings.
Choose a destination folder
Select where meeting note PDFs should be stored inside Box.
Upload meeting notes
After meetings, sync finalized note PDFs directly into Box with a click.
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