Introduction to document management in Karbon

Scott GerdzunasSenior Account Executive, Karbon
 

Effortlessly share, save and organize your files right from Karbon.

Connect your document management system to Karbon and manage client work files from a single source of truth.

In this video, you'll learn:

  • How to connect your Document Management Systems to Karbon, using Dropbox as an example (OneDrive, SmartVault and other DMS integrations are coming soon)

  • 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

Scott Gerdzunas
Senior Account Executive, Karbon

Scott’s #1 priority is to help practices like yours grow and, more importantly, scale, with the enhanced visibility, standardization, collaboration and automation that Karbon offers its users. During his five year tenure at Karbon thus far, he’s helped hundreds of practices transition onto Karbon to achieve greater productivity and profitability.