Replies posted by JC5798

2 Replies

C
Beginner
Chrissy GallegosBeginner
asked in Ask a Peer

Client Requests

We created a Misc Doc Request work item template that can be added to clients, for a similar reason. We wanted to track all comm in Karbon, but not keep old work items open. This allows clients to comment and send/receive docs and comments within their Portal.  

3
J
Beginner
2 months ago
A
Beginner
AndreaBBeginner
asked in Ask a Peer

Client request status to be set as sent

We set our client requests as separate tasks that are not dependent on previous automators. So, we can send the doc request outside of Karbon, if needed, check the box that the request was sent and then move the work item along. This is especially helpful for those clients who give us paper docs for whatever reason.   

4
J
Beginner
3 months ago

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