Exploring Karbon eSignatures & Approvals
Streamline your workflow and eliminate bottlenecks with Karbon’s new eSignatures and Approvals features. This video demonstrates how they simplify critical tasks, while keeping everything organized in one place.
What you’ll learn:
eSignatures: How to request legally binding signatures directly through Karbon, track progress in real-time, and provide clients with a seamless, intuitive experience.
Approvals: Simplify document approval tasks with step-by-step guidance to prepare, send, and monitor approvals. Learn how to use audit trails, centralized tracking, and an integrated workflow to stay efficient and compliant.
Tips to get started with a free trial and how to purchase credits to fit your firm’s needs.
A demonstration of both features in action, showing how they integrate into your existing workflows.
With these powerful features, you’ll reduce time spent on manual tasks, improve collaboration, and enhance your client experience—all while maintaining a clean audit trail of every activity.
