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Make better use of your time by connecting your document workflows with Kareo

Make better use of your time by connecting your document workflows with Kareo

Connect your document workflows with Kareo to improve your productivity. Cut down on manual processes and milestones in your tasks faster.

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Note: The DocHub integration with Kareo is not available yet. We created this page to find out whether the integration is in demand among our users. Once confirmed, we will add it as soon as possible. Please reach out to us for updates on the status of the integration.

Connect DocHub to Kareo

Easily connect DocHub to Kareo and start working on documents straight away. Set up the integration in minutes, no tech support needed.

Edit and annotate PDFs

Edit and annotate a PDF just like a Word document. Add text, images and drawings. Highlight or whiteout information and leave comments anywhere on the document.

Sign and collect eSignatures

Sign a document yourself and invite as many people as you need to get it signed. Set any order and get notified every time your document is completed.

Build PDF forms and templates

Take a static PDF and make it fillable by adding different types of fields. Share a form with others or turn it into a reusable template so anyone can sign and complete their own copy.

Customize and manage documents in one place

Save loads of time by consolidating PDF tools in one place. Edit, annotate, and share PDFs without having to leave Kareo.

Collaborate and share

Finalize documents faster. Invite others to view or edit. Share fillable forms and reusable templates to quickly get the data you need.

Ensure document security

Work confidently with DocHub's advanced security features like two-factor user authentication, document password protection, and more.

Collect eSignatures in a snap

Speed up the signing process with legally-binding eSignatures, role-based workflows, and quick status alerts that keep you in the loop.

Connect your favorite apps to DocHub

Use DocHub to edit, annotate, sign and share documents right from your favorite apps.

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How to get started and Connect your document workflows with Kareo

Are you getting stressed out each time you are forced to manually pull up or bring together paperwork located around various locations? We have something that will make this task much easier for you. By using DocHub, you can edit, annotate, and eSign files and Connect your document workflows with Kareo with a few mouse clicks. The best thing is that you don’t need to install any software.

Follow these simple steps to Connect your document workflows with Kareo:

Log in to your existing account or register one.
Navigate to Settings and take care of the administration side of your workspace: set up organization, import marketing assets, manage data security settings, etc.
Head back to your Dashboard and click New Document.
From your Dashboard, select Kareo from the importing options to launch the Kareo integration with DocHub.
Pick the file you want to transfer, open it in the editor, and fill it out.
Choose Export from the document menu and choose the Kareo integration with DocHub to store the executed document in Kareo.
Go ahead and try other integrations available within DocHub.

Ease of use, robust editing and signing features, and abundance of integration options help DocHub stay ahead of the curve. Use our tool to improve the quality of your documents and streamline their routing between different apps. Use DocHub to Connect your document workflows with Kareo and and eliminate the manual and inefficient operations in your workflows!

Got questions?

Here are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

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Can I get help as I Connect your document workflows with Kareo?

Please visit the DocHub Support Center for themed articles and FAQs. If you don't find the answer to your question on Kareo's integration with DocHub or would like to submit an integration request, please use this online form or email it to support@dochub.com.

What file formats can I use when I Connect your document workflows with Kareo?

DocHub supports the following file formats: DOC, DOCX, XLS, TXT, PPT, and PPTX. As long as you use any of the listed formats for the Kareo's integration with DocHub and the Kareo also supports it, the files will come through without any issues.

Are there any limitations on files I can transfer when I Connect your document workflows with Kareo?

There are no set limits regarding the number of files you can export or import when you Connect your document workflows with Kareo. However, please keep in mind that within the Free plan, you can process up to 2,000 documents. The restrictions also apply to eSignature, signature requests, email recipients, simultaneous signers, and fax pages.

Do I need to provide my Kareo login credentials every time I need to Connect your document workflows with Kareo?

Whenever you need to Connect your document workflows with Kareo, you can log in to your Kareo account once, and the system will automatically save your login information. In this way, you don't have to re-type it again.

Can I take advantage of the option to Connect your document workflows with Kareo and then disable the integration?

Sure. After you select to Connect your document workflows with Kareo, you can sign out from the Kareo account you previously connected to and, thus, disable the integration.