Connecting and Accessing Files
Q: I'm Unable to Connect a Folder in OneDrive, but My Colleagues Can. How Can I Fix This?
A: If you are unable to see or connect folders from OneDrive in Karbon while your colleagues can, check your folder permissions in OneDrive. Ensure you have the necessary access rights and that your OneDrive account is correctly linked to Karbon.
Q: What happens if I disconnect my document management system from Karbon?
A: Your files remain in your external storage, but you will no longer see or access them through Karbon until you reconnect.
Storage and File Management
Q: Can I store files directly in Karbon without an external integration?
A: Yes, Karbon Storage allows you to upload, manage, and download files without needing an external DMS.
Q: Can I connect more than one document storage provider at a time?
A: No, Karbon only supports connecting to one external storage provider (OneDrive or Dropbox) at a time.
Q: Can I bulk upload files into Karbon Storage or a connected folder?
A: No, files must be uploaded individually or dragged and dropped into the Documents tab one at a time.
File Synchronization and Permissions
Q: What happens if I rename, add, or move a file in my connected DMS?
A: Changes made in your DMS (OneDrive, Dropbox) will be reflected in Karbon if the affected folder is connected to a work item or contact.
Q: Can I automatically sync files from Karbon to my connected storage?
A: Yes, when setting up a Connected Folder on a work item, you can enable automatic copying of files from Karbon Storage.
Q: Do file permissions from my connected storage apply in Karbon?
A: Yes, file access is controlled by your document management system (OneDrive, Dropbox), and Karbon does not override those permissions.
Q: If a document or folder is removed in Dropbox or OneDrive (including SharePoint), will this be removed in Karbon?
A: When a document or folder is removed from your Document Management System, this will disconnect the item in Karbon's Connected Folder tab. To reconnect, select 'Disconnect Folder' and reconnect the item of choice.
Troubleshooting
Q: Why can’t I see a file or folder I uploaded?
A: Check if it was uploaded to Karbon Storage or a Connected Folder in an external DMS. If using an integrated DMS, verify folder permissions and access in your external storage provider.
Q: Can I delete files from my connected storage through Karbon?
A: No, deleting a file in Karbon does not remove it from your external storage provider—you must manage deletions directly in your connected DMS.