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Sending Clients Sensitive Documents

  • 13 April 2024
  • 3 replies
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Wendy Kerrison
Rank
Userlevel 2

I’m a newbie and getting confused.

 

I want to send my client a draft profit & loss and balance sheet.  I don’t wish to send it via Docusign.  I was hoping I could utilise the client portal somehow and notify them to download or read them from Karbon.

 

Is that possible?

 

Thank you :)

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Best answer by drich208 15 April 2024, 22:05

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3 replies

Kim Clemmer
Rank
Userlevel 6
Badge +9

Hi Wendy! 
You could send it as part of a client task list or add it to an existing one. We currently utilize Dropbox for this type of thing, so there may be other options within Karbon too.

Have a great day!

Kim

drich208
Rank
Userlevel 4
Badge +2

Hi again @Wendy Kerrison !  You can send it as an attachment to a client task as @Kim Clemmer  mentioned, which is a great way to get them trained on client portal activity.  Depending on your DMS(dropbox, OneDrive, Google Drive, etc) you could send a direct link for them to view from a folder without using something like Docusign.  This option would give you a chance to share the doc with the client and they could comment/highlight the draft and you can see them real time.

Hope that helps!

Danny Richards
Wendy Kerrison
Rank
Userlevel 2

Very helpful thank you @Kim Clemmer  and @drich208 

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