Connect files on a repeating schedule within Karbon, allowing for automatic updates and easy management of files that need to be uploaded or accessed regularly. This feature ensures that folders are automatically created for repeating work items, keeping everything organized and easily accessible.
Prerequisites
Karbon customers can utilize this functionality if they are using an integrated Document Management System (DMS) such as Dropbox, OneDrive (incl SharePoint).
Setting Up Automatic Folder Creation
Follow these steps to set up automatic folder creation for your repeating work items:
Go to the Work Item's Repeat Settings.
Navigate to the work item that is set to repeat on a schedule.
Scroll down to the Connected Folder section.
This section allows you to link a folder to your repeating work item.
Connect a folder to the repeat work item.
Choose an existing folder or create a new one.
Add a placeholder (e.g., Due Date or Start Date).
This ensures that each folder name dynamically updates based on the work item’s schedule.
Once configured, Karbon will automatically create and link folders in the connected DMS (Dropbox, OneDrive, or SharePoint) for any future work items as they are scheduled. This setup ensures that important files are consistently stored in the right location, making collaboration and file management more efficient.