Release notes — September 10, 2017

Document management improvements

Today’s release focuses on improving the way you store and access files and documents in Karbon.
You can now save documents against a contact or organization’s profile, so any client-related files that aren’t relevant to a piece of work can still be stored and accessed in Karbon (like their personal tax returns or your client’s onboarding questionnaire form.)

Contact_Recent_documents_with_files-1.png

Other improvements

We’ve also made a series of changes to our first user experience, so if you are adding new colleagues to your Karbon account they should find some helpful tips to help them along.

Finally, as with every other release, we’ve worked on several bugs to improve the overall performance of Karbon.

 

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