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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.

In this video, you'll 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

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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.