Karbon

Erin Jamison

Justin Rolli

Advisory Solutions

Incorporate your clients into your workflow. Assign them tasks, communicate instantly, and schedule automatic reminders.

Client Requests

Learn how to use Client Requests to collaborate with clients, assign requests, schedule automatic reminders and receive info

Overview of Client Requests

Adjust your Client Request sending settings, customize it for your practice and learn more about Client Request security.

Client Request Settings and Security

Having a secure method for your clients to provide documentation or artifacts is vital in providing exceptional professional services.

Security of Karbon’s Client Portal

Lachlan Macindoe

Overview

Learn more about how to send client requests, choosing who they are sent from and how to resend if need be!

Send Client Requests

You or your clients can comment on individual Client Requests to communicate in context.

Comment on Client Requests

Change the work title your Clients see in Client Requests and the Client Portal without changing the work name in Karbon.

Change the work name your Clients see in their Client Requests and Client Portal

When you introduce Client Requests to your clients, they may have some questions. Here are answers to some of the more common ones.

Answers to your client's FAQs around Client Requests

Your company templates can include client requests, which will be carried across to any work items created from the template.

Add Client Requests to templates and work

Your clients' experience will be quick and easy to understand.

See your client’s experience of Client Requests

Your Client's How-To Guide to navigating the Client Portal

Dionisia Johns

How-to

Create HTML-rich Client Requests

Best Practices

If your client is not receiving your client request emails, have them check their spam folder!

Why is my client not receiving my Client Request email?

The 'client' field shows which client a request relates to

My client has multiple entities, how do they know which entity the Client Request belongs to?

A magic link is a unique URL generated every time client requests are sent.

What is a magic link and how does it work?

The URL can be found in the Client Portal Settings.

Where can I find my Client Portal URL?

Only clients who are a contact in your Karbon account will be able to create a login.

Can anyone make a Login for my account?

Client Requests won't send if the sender's email has been disconnected.

Why aren't our Client Requests sending?

Avoid a manual resend of client requests by pre-setting additional reminders to send automatically.

How can I avoid manually resending Client Requests?

Worried that work will fall behind? Here's one way to structure your templates to alert you.

Can I be notified if a client isn't responding to Client Request?

Separate client request groups can be created and sent to different people.

Can you send Client Requests to more than one client?

Documents uploaded via Client Requests are added to the related work item in Karbon.

Where do documents uploaded in Client Requests go?

If your client sees, 'Sorry that link doesn't work' when trying to access their client requests, there are a few things to check.