My EA sends and manages all client requests through her personal Karbon account (via her company email address). Can client requests be sent from an email address that’s attached to Shared Triage? For example, if we have an email address like requests@… and this email address is attached to our Shared Triage, can we send client requests from this email account and monitor the activity in Shared Triage?
When my EA is away, I’d like the team to have easy access to incoming client comments, document uploads, completed checklist items, etc. in one spot. To date, when she’s away for more than a day we’ve reassigned all of her roles in Karbon and then assigned back to her when she returns. It’s a pain.
If there are ways to manage this part of our workflow, I’m all ears. We use client requests to both collect documents and comments and to send clients documents. Thanks!
