May 18, 2022
Document management in Karbon
Connect your Document Management System (DMS) to Karbon and manage client work files from a single source of truth. Today, we’re kicking off with Dropbox (OneDrive and more coming soon).
With document management in Karbon, you can:
Seamlessly integrate with your DMS
Automate file organization and backups
Save your files where you need them
Collaborate on files
Learn more about document management in Karbon.
Register for an introductory webinar specifically for Karbon customers.
We’ll use Dropbox as an example and demonstrate how to:
Connect your own DMS
Automate your file organization and backups straight from Karbon
Copy work data from Karbon, including email, notes, and client tasks, to keep everything in sync with your DMS
Session 1: Tuesday May 24, 8.30am PDT | Tuesday May 24, 4.30pm GMT
Session 2: Thursday May 26, 4.30pm PDT | Friday May 27, 9.30am AEST