Karbon

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

Why aren't our Client Requests sending?

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

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.

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

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.

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.

This article provides instructions for how to enable Two-Factor Authentication in Karbon.

Yes, export Client Requests with the "Print Client Request Summary" feature found in work

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