Topics started by Omer Khan

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Omer Khan
Karbon Team
Omer KhanKarbon Team
posted in Share Tips & Best Practices

An introduction to Karbon’s Client Portal

This week, Prasad, Amelia and I hosted a webinar all about Karbon’s Client Portal.We covered:An overview of the Client Portal How to increase efficiency when working with your clients using the Client Portal Some Client Portal best practices, including how to empower your clients to self-servehttps://karbonhq.wistia.com/medias/nvbwcz39yz?embedType=async&seo=false&videoFoam=true&videoWidth=640If you have any questions or feedback about the Client Portal, please add your thoughts below.

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Omer Khan
Karbon Team
1 year ago
Omer Khan
Karbon Team
Omer KhanKarbon Team
posted in Share Tips & Best Practices

An overview of the Karbon MyWeek calendar integration

I recently hosted a webinar about Karbon’s powerful new My Week and calendar integration.We demonstrated:How to connect your calendar to My Week in Karbon How the calendar integrates works within Karbon Best practices for managing and prioritising your time using the calendar integrationhttps://karbonhq.wistia.com/medias/477muiur8gIf you have any questions or feedback about the calendar integration, please feel free to add your thoughts below.

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Omer Khan
Karbon Team
1 year ago
Omer Khan
Karbon Team
Omer KhanKarbon Team
posted in Share Tips & Best Practices

A recording of our introduction to document management webinar - One Drive Integration

Lachlan and I recently 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 organisation and backups How to copy work data from Karbon, including email, notes, and client tasks, to keep everything in sync with your DMS Recording hereI would like to know any questions or feedback you have about this integration and/ or document management in Karbon in general. Feel free to can add your thoughts in the comments below.

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Omer Khan
Karbon Team
1 year ago
Omer Khan
Karbon Team
Omer KhanKarbon Team
posted in Share Tips & Best Practices

A recording of our introduction to document management webinar

Last week, Lachlan and I hosted an intro webinar about Karbon’s new document management release.We demonstrated: How to connect your DMS, using Dropbox as an example (remember: OneDrive, SmartVault and other DMS integrations are coming soon) How to can use Karbon to 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 DMS  I would like to know what you think about document management in Karbon and any questions or feedback you have. Feel free to can add your thoughts in the comments below.

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Omer Khan
Karbon Team
1 year ago

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