Introduction to document management in Karbon
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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