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FAQ | Files

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This section contains frequently asked questions regarding Files.

Can I add Files to the Folder Templates?

No.

Can I add a file to many contacts at one time?

Yes, you can now copy a file to many contacts from the contact list. Review the Bulk Copy Files article for more information!

Can I move Contact Files to Internal Files?

No.

Can I move Contact Files to My Files?

No.

Can I move My Files to Contact Files?

Yes.

Can I move My Files to Internal Files?

Yes.

Can I move Internal Files to My Files?

Yes.

Can I move Internal Files to Contact Files?

Yes.

Can I make files visible in the client portal in bulk?

Yes! In the contact's files tab, you'll want to follow these steps:

  • Hold the shift key
  • Select files
  • Right click
  • Select Make visible to client

Where can I view a list of all files uploaded by clients that have not been viewed and organized?

You can find these in the File inbox. To get there, follow these steps:

  • Select Files
  • Click on Contact Files
  • Select File inbox in the top right corner

Can I copy/duplicate a file?

No.

Can I only make certain files visible to only a few portal users?

No, all files made visible in the portal are visible to all client portal users. The best way to share files with third parties is to share a file link. Visit this article to learn more.

Can I edit a file in Canopy?

No, you have to edit files using the Desktop Assistant or Virtual Drive.

Can I delete files in bulk?

Yes. Review the Archive a File or Folder article for steps on this.

Can I share files with non-portal users?

Yes, the best way to share files with third parties is to share a file link. Visit this article to learn more.

Can I make only certain files accessible to team members?

Yes, there is the option to add folder permissions. Right-click or use the three stacked dots on a folder and then select “Folder Access”. Learn more about folder permissions here.

Can I add files to email templates?

No.

How can I change the page orientation?

The page orientation only “sticks” for PDF files, this is done in the file panel. Otherwise, you will have to re-upload the file with the correct orientation.

Why don’t annotations show on an exported/shared/printed file?

Annotations are internal, meaning they are only visible to team members within Canopy.

How do I stop the file from being so zoomed in every time I open a file?

Select the drop-down arrow next to the zoom percentage and select “Fit to page”.

Can I delete my team members' annotations?

You cannot delete team members' annotations.

What file types are supported?

  • .bmp
  • .csv
  • .doc
  • .docx
  • .emf
  • .eml
  • .heic
  • .htm
  • .html
  • .jp2
  • .jpeg
  • .jpg
  • .mkv
  • .mov
  • .mp4
  • .msg
  • .ods
  • .odt
  • .pdf
  • .png
  • .ppt
  • .pptx
  • .rtf
  • .tif
  • .tiff
  • .txt
  • .xls
  • .xlsm
  • .xlsx
  • .xod
  • .xps

What is the maximum file size allowed?

4.999342 GB.

Can I drag and drop folders?

Folders must be compressed or zipped. Unzipped folders will not be uploaded. Folders can also be uploaded using the Desktop Assistant.