Last week, Lachlan and I hosted an intro webinar about Karbon’s new document management release.We demonstrated:
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How to connect your DMS, using Dropbox as an example (remember: OneDrive, SmartVault and other DMS integrations are coming soon)
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How to can use Karbon to automate your file organization and backups
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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.