I am trying to prevent clients from uploading items to my old portal. However, they often times need a secure way to send me a file that has nothing to do with a Work item or a Client Request. The Karbon Portal does not have a section for clients to upload. What have you all found as the best fix?
Bottom line is, I do not want clients doing things outside my Karbon EcoSystem. :)
+10
+19
Hi
We also use the dead-drop link because Karbon has a file size limit that we sometimes exceed with large QBD files.
+7
We use a Karbon Template for items not assigned to an actual work item. We call it Document Request, takes about 2 minute to create the Work Request and send to the Client. They can then upload as normal. It is a two-way template; meaning we use it for either having the Client send us something or requesting something from the Client not associated with a current open work item.
+19
That’s very similar to our template. 😀
Already have an account? Login
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
