Karbon

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

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

The URL can be found in the Client Portal Settings.

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

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

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

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

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

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

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

Find answers and get help from Intercom Support and Community Experts

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