Files and documents on Contacts (people and organizations)

There are certain files that pertain to clients, like Personal Tax Returns, letter from a tax department addressed to them or their Onboarding Questionnaire Form.

Karbon allows you to store these documents against a client’s profile, be it a person or organization. Anyone in your firm can store these documents, and anyone can find them, making it easier to collaborate, find relevant information, and work together.

Go to the contact’s profile and under Details, you’ll find Recent documents.

Contact_Recent_documents.png

You can then upload files, rename them and delete them.

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