Introduction to document management in Karbon

Jake LymanAccount Executive — Team Lead, 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

Jake Lyman
Account Executive — Team Lead, Karbon

Jake is passionate about helping guide teams toward more scalable and efficient processes through applying automation where it makes sense. If we give time back to your team, they can use it on things they value most.