Is there a way to organize the Karbon storage in such a way that we are able to have the client documents in subfolders?
I.E instead of having all the different documents uploaded by the clients mixed in randomly, we can create a custom folder in the documents tab named “Tax returns”, and so on
+19
I’m not sure! I’m curious if other people have tried this.
+1
Is there a way to organize the Karbon storage in such a way that we are able to have the client documents in subfolders?
I.E instead of having all the different documents uploaded by the clients mixed in randomly, we can create a custom folder in the documents tab named “Tax returns”, and so on
Having the option to ‘Create New Folder’ would be immensely beneficial, rather than having to Integrate a DMS. Please consider it! 🤞🏻
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