Skip to main content
IntegrationsSuiteFiles Partners

Karbon update: Smoother workflows, deeper integration

By July 10, 2024No Comments

At SuiteFiles, we believe in the power of feedback, and your insights have been instrumental in shaping our product improvements. Based on your valuable input, we’ve made significant enhancements to our Karbon integration to make your daily workflows smoother and more efficient. Here’s what’s new and what you can look forward to. 

Improved Contact Selection 

We understand that easy access to the right contacts at the right time is crucial for effective document management. That’s why we’ve upgraded our Karbon integration to allow you to select from all Karbon contacts, whether your contacts are associated with an organization in Karbon or listed as individuals, when sending files for signature or sharing documents to clients. This means less time searching and more time doing. 

Seamless Document Sharing and Signing 

Sharing documents through our Connect Portal or sending them out for signing has never been easier. You can now choose any contact you have set up in Karbon, streamlining your process of document management and enhancing your productivity. 


Exciting Future Developments 

The journey doesn’t stop here. We’re committed to continuously enhancing our integration to meet your evolving needs. Our upcoming updates are designed to deeply integrate SuiteFiles into your daily Karbon usage. Here’s a glimpse of what we’re working on.  

  1. Document Browser Integration: Soon, you’ll see the SuiteFiles document browser right within the Karbon Document tab, making access to files even more seamless. 
  1. Automatic Folder Creation: We’re working on automatically creating new SuiteFiles folders when you create a new Workstream in Karbon, and vice versa. This feature aims to keep your documents as organized as your projects. 

Research-Driven Enhancements 

Your feedback has highlighted some essential insights: 

  • Document Access and Storage: Many of you are looking for a more robust and secure document storage solution that integrates tightly with Karbon. We’re on it! Future updates will make adding and accessing documents in SuiteFiles from Karbon straightforward, without the need for cumbersome downloads and uploads. 
  • Automations and Integrations: We’re exploring automations like automatically adding email attachments to the relevant job folder in SuiteFiles, and integrating document signing notifications into Karbon’s triage and workflow systems. 
  • Legal Record Management: Extracting chat from Karbon tasks and storing them in SuiteFiles is another area we are developing, ensuring you maintain a legal record of communications easily. 

Get Involved in the Future of SuiteFiles 

We’re excited about the possibilities and we want you to be a part of this journey. If you’re interested in participating in beta testing or have more ideas on how we can improve, please reach out. Your involvement is crucial in shaping a SuiteFiles that works perfectly for your needs. 

Contact Us
Riley Malins

Author Riley Malins

Riley's expert advice on streamlining your business processes with SuiteFiles.

More posts by Riley Malins