Document management is essential for efficiently organizing and accessing all files related to your work in Karbon. This system helps you streamline your workflows by keeping all documents securely stored, easy to access, and automatically linked to relevant work items, ensuring that you can manage and retrieve documents with minimal effort. With Karbon’s integration with document management systems like Dropbox and OneDrive, the process becomes even more efficient, allowing seamless syncing between your Karbon account and external storage platforms.
Key Features/Benefits:
Centralized Document Storage: Store all work-related files directly within Karbon, keeping everything organized and easily accessible.
Integration with Document Management Systems (DMS): Link Dropbox or OneDrive/SharePoint folders to work items for seamless file management and collaboration.
Automated File Management: Files attached to emails and comments are automatically stored within the relevant work item’s document tab.
File Uploading and Downloading: Easily upload, download, and manage files for work items with drag-and-drop functionality and bulk file downloading options.
Automatic Folder Creation: Automatically generate the necessary folders for recurring work items, eliminating the need for manual file organization.
Seamless File Sharing: Share documents or folder links directly from the connected DMS within Karbon, simplifying collaboration and client interactions.
File Organization: Rename, edit, and delete files as needed to ensure documents are well-organized and up-to-date.
Use Cases/Examples:
Organizing Client Documents: When working on a project, all related files such as emails, notes, and task attachments can be stored in Karbon’s document tab, linked to the specific work item. For example, if a client sends multiple files via email, those attachments will automatically be stored in the work item’s document tab, ensuring nothing gets lost.
Sharing Files with Clients or Team Members: While drafting an email to a client or team member, you can share a link to a document stored in your connected Dropbox or OneDrive account. This can be particularly useful for sharing large files or folders without needing to send individual attachments.
Managing Repeating Work Items: For ongoing or recurring projects, you can set up automatic folder creation for new work items. For instance, if you regularly create monthly reports for a client, each new report will automatically generate its own folder in your chosen DMS, and all files associated with that report will be stored accordingly.
Accessing Files Across Devices: Whether you're working remotely or on-site, all your documents are accessible from any device, as long as they are connected to your Dropbox or OneDrive account. This ensures smooth workflow, even when you're not at your primary workstation.
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