Question

Notes Backup

  • 9 August 2023
  • 5 replies
  • 42 views

Userlevel 1

As I use Karbon more and more to document client notes, I am wondering if these notes are backed up anywhere?


5 replies

Userlevel 7
Badge +19

Hi @Dana Fogle, welcome to the Karbon community! 😁

How do you want them back up? You want to capture them as PDFs and put them in your client files? I would love a button that did that, if that’s what you’re thinking. Working in document management integrations, it could also be automated…

If you put in a feature idea, comment the link here and I will vote for it. 😀

Or… maybe I misunderstood you, lol.

Userlevel 1

Hi @max ! An automated PDF to OneDrive would be great! I want these to be stored somewhere other than Karbon. I’ll add it as an idea!

Userlevel 7
Badge +10

Yes!  I would vote for this idea as well, if you put the link here we will see it when you create it.  I live in fear an accidently deleting I note I have carefully crafted.

Userlevel 1

 

Userlevel 7
Badge +19

Voted.

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