Replies posted by chapman

1 Reply

A
Anonymous

Document management in Karbon

I don’t know if this has been asked before, but here goes. Is there a way to be able to add more information in the naming scheme of connected folders in the repeating work section. Right now it allows for end date and start date.. but we happen to have several work items for same client that would possibly share same date. One would be payroll processing the other could be sales tax remittance.. they would end up in the same folders.. would there be a way in the future to allow for more naming options ? One more thing.. when connecting a folder, would be nice to have a search option.. we have over 1000 clients and scrolling down to each gets really painful especially when setting up many work items.  Thanks  

200957
SamG
Sr. Karbon Community Guide
5 months ago

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