Karbon

Erin Jamison

Advisory Solutions

Justin Rolli

A collaborative space to work together—learn how to create new work, have visibility of what your team is working on, and for what clients.

Work

Karbon brings all things related to your work, together in one place.

Overview of Work

Overview

Whether in Kanban or List mode, work view dashboards help you quickly check in on the information you need.

Building custom work views to save and share

Learn to make changes to all the parts of a work item to best fit your workflow, including timelines, tasks and work teams.

Managing Work Items and teams

Assign items to a queue user for work that you are not yet sure who to assign it to or you have a teammate leaving your firm.

Create a queue user

If you have a process that needs to be repeated on a regular timeline, you can set that work item to repeat on a defined schedule.

Setup repeating work on a schedule

Find out how to view your work and filter down to what's most important. Then create and save your most-used work views for quick access.

View work and manage Work views

Efficiency requires a standardized process that your people and software can all align to.

How to build workflow

For every job you manage there can be a number of files involved. Karbon brings these all together in one place.

Manage Files & Documents on work items

Assign a dollar value to it, and use this information to make better-informed decisions.

Manage budgeted fees on work

Create and manage work for multiple contacts using Karbon's Bulk Work Creation tool with custom scheduling

(Self-service) Create work in bulk for your clients

Add a deadline dates to indicate statutory filing dates and compliance deadlines for your work.

Use deadline dates in work

Understand Karbon's task reassignment process with step-by-step instructions and interactive visuals for seamless workflow optimization.

How to Reassign Work and Tasks in Karbon: A Step-by-Step Guide

Reassign tasks, automators, and budgets in bulk across multiple work items with ease in Karbon.

Reassign Work Items in Bulk

How-to

When your workflow requires you to obtain a signature on a document, there are three options available in Karbon.

Collect Signatures using your Karbon Workflows

Best Practices

Capacity per week is the hours a team member is available per week.

What does capacity per week mean on my Kanban board?

When a document or folder is removed in your Document Management System this will also be disconnected from the Connected Folder tab.

If a document or folder is removed in Dropbox or OneDrive (inc Sharepoint), will this be removed in Karbon?

Sharepoint is where the files are stored and OneDrive is the tool to access or share those files.

What is the difference between OneDrive and Sharepoint?

The timeline activity refers to the time since the last email was added to the work timeline.

What does the timeline activity represent in a work card?

Karbon provides you with tools and information to make sure you don't  do things that another team member has already done.

How can I make sure I'm not creating duplicate work?

'Also working on' shows all work items that a colleague is involved in but not directly assigned.

What work is included under 'Also working on' on my Kanban board?

Due dates and start dates are not time zone specific for teammates across multiple time zones.

How are work start and due dates handled for teams across multiple time zones?

You can change the start date of a work item by clicking 'Due' in the work header.

How do I update the start date of a work item?

The Colleagues Involved work filter will show all the work items that selected colleagues are working on (not just work they're assigned).

How can I see the work my colleagues are involved in?

Chose the wrong client by mistake when creating work? Don't worry - It's quick and easy to change the client!

Can I change the contact for a piece of work?

When you create a new workflow status, you will need to apply it to the work types you want to use it for.

Why is a status not appearing as an option for a piece of work?

Yes you can restore emails, but not notes.

Can I restore deleted items to a work timeline?

If the work item you are searching for is not appearing, you should check if that item's work status is chosen to show in results.

Why aren't all work items showing when adding an email to a timeline?

What fields can I reassign when using the Bulk Reassign feature?

Why Are My Due Dates in Repeating Work Showing Incorrectly?

Lachlan Macindoe

Andi Ancheta

FAQs

Karbon’s eSignatures feature simplifies your document signing process, making it fast, secure, and seamless. From preparing and sending signature requests to tracking progress and managing reminders, eSignatures help you streamline workflows and keep your documents organized in one place.

eSignatures & Approvals

Securely request, track, and collect legally binding eSignatures directly within Karbon.

eSignature Overview in Karbon

Learn how to create, send, and manage eSignature requests in Karbon for streamlined document workflows.

How to Create and Manage eSignature Requests in Karbon

Easily purchase or top up eSignature credits in Karbon as an Admin user. Enabling auto-renew to maintain uninterrupted access.

How to Purchase More eSignature Credits in Karbon

How-To

Can I edit a request once it's sent?

If a recipient has multiple email addresses, which email address will the eSignature request be sent to?

Explore everything you need to know about Approvals in Karbon, from setup to workflows, best practices, and FAQs. Simplify document reviews, track progress, and enhance collaboration with our comprehensive guides.

Approvals

Streamline document reviews and gain transparency with Karbon’s efficient approval workflows.

Approval Overview in Karbon

Learn how to seamlessly add approvals in Karbon workflows with detailed steps, setup tips, and best practices.