Skip to main content
Karbon
ArticlesWebinarsVideosEbooksTemplatesOpinionsGuidesPodcastNewsletter
Discover Karbon

Introduction to document management in Karbon

KarbonTips & Tricks
 

Learn how to connect your document management system (DMS) to Karbon and manage client work files from a single source of truth.

Watch this video to learn:

  • How to connect your DMS to Karbon, using Dropbox as an example

  • How Karbon can automate your file organization and backups

  • How to copy work data from Karbon, including email, notes, and client tasks, to keep everything in sync with your DMS

Share this article
Sam Utesch's headshot

Sam Utesch
Partnerships Manager, Karbon

Sam enjoys meeting with firm owners and helping them build firms that are future-proof. When he’s not working, he enjoys playing soccer, hitting the gym, or finding his next real estate investment. He’s married, lives in Knoxville, TN, and has one fluffy sheepadoodle.