Client Requests

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

20 articles in this collection
Written by Lachlan Macindoe, Andi Ancheta, Erin Jamison and 3 others

Overview

Overview of Client Requests

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

Written by Lachlan Macindoe
Updated this week

Client Request Settings and Security

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

Written by Lachlan Macindoe
Updated over a week ago

Security of Karbon’s Client Portal

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

Written by Erin Jamison
Updated over a week ago

How-to

Send Client Requests

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

Written by Lachlan Macindoe
Updated today

Comment on Client Requests

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

Written by Lachlan Macindoe
Updated over a week ago

Add Client Requests to templates and work

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

Written by Lachlan Macindoe
Updated over a week ago

See your client’s experience of Client Requests

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

Written by Lachlan Macindoe
Updated over a week ago

Client Portal - How to Guide

Written by Dionisia Johns
Updated over a week ago

FAQs

Why is my client not receiving my Client Request email?

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

Written by Erin Jamison
Updated over a week ago

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

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

Written by Justin Rolli
Updated over a week ago

What is a magic link and how does it work?

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

Written by Erin Jamison
Updated over a week ago

Where can I find my Client Portal URL?

The URL can be found in the Client Portal Settings.

Written by Erin Jamison
Updated over a week ago

Can anyone make a Login for my account?

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

Written by Erin Jamison
Updated over a week ago

Why aren't our Client Requests sending?

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

Written by Erin Jamison
Updated over a week ago

How can I avoid manually resending Client Requests?

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

Written by Advisory Solutions
Updated over a week ago

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

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

Written by Advisory Solutions
Updated over a week ago

Client Portal - FAQ

Written by Dionisia Johns
Updated yesterday

Can you send Client Requests to more than one client?

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

Written by Lachlan Macindoe
Updated over a week ago

Where do documents uploaded in Client Requests go?

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

Written by Lachlan Macindoe
Updated yesterday

Why is my client receiving an error when trying to access their Client Requests?

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

Written by Andi Ancheta
Updated over a week ago