Connect your document management system to Karbon and manage client work files from a single source of truth. In these introductory webinars designed especially for Karbon customers, you’ll discover:
How to connect your Document Management System to Karbon, using OneDrive 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
If you can’t attend at these times, register to receive the recording.