Topics started by Zach Cochran

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Zach Cochran
Karbon Team
Zach CochranKarbon Team
posted in Share Tips & Best Practices

An introduction to Karbon’s Client Portal - North America

A big thank you to everyone who joined us for our introductory webinar about Karbon’s Client Portal.Lexie, Evan, and I demonstrated:An overview of the Karbon Client Portal How you can collaborate more effectively with your clients using the Client Portal Best practices that help your clients self-serve and ask questions within the Client Portal If you have any client portal questions, comments or feedback, please let me know in the comments below.

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DianeK
Sr. Community Champion
1 year ago
Zach Cochran
Karbon Team
Zach CochranKarbon Team
posted in Share Tips & Best Practices

An overview of the Karbon calendar integration

Thank you to all those who joined me, and Lexie for our webinar covering all things My Week and calendar integration in Karbon. As a recap, in the session we coveredHow to connect your calendar in Karbon How the calendar integration works Best practice steps for managing and prioritizing your calendar in My Week If you have any questions, comments or feedback, please let me know in the comments below.

0
Zach Cochran
Karbon Team
1 year ago
Zach Cochran
Karbon Team
Zach CochranKarbon Team
posted in Share Tips & Best Practices

A recording of our introduction to document management webinar

Andi and I just hosted a webinar about Karbon’s new document management integration with Microsoft OneDrive. We demonstrated:How to connect OneDrive and Karbon How Karbon can automate your file organization and backups How to copy work data from Karbon, including email, notes, and client tasks, to keep everything in sync with your DMSWebinar RecordingIf you have any questions or feedback, please feel free to add them in the comments below.

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Zach Cochran
Karbon Team
1 year ago

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