Hi, I was wondering what’s the best way to save documents for a client? Should I be using Karbon and Google drive or can all the info be saved to Karbon in one place? I noticed you can attach documents to a client’s work item but after the work item is complete are those documents archived?
If it is an important document that is needed often for a client, you can upload documents to the contact’s detail page. It is located down towards the bottom of the page - recent documents.
We use this spot for things like entity maps. This shows us how all a client’s businesses are related and what tax form they use, when they were created, if another company owns them, etc. This information is accessed by multiple people and is handy to have in Karbon on the contact.
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