Stop chasing clients! Let Canopy do it!
We hope you are starting to feel like Canopy is a breeze. Today’s goal is to make your life even easier by showing you how to use the Client Portal. The Client Portal helps you share files and get documents signed quicker than ever before. Don’t believe us - check it out yourself.
Watch Client Portal Video ( about 14 minutes)
This video will take you step by step through using the client portal including how to invite your clients to the client portal and what the portal looks like from your clients point of view. Follow along as you watch.
Set Up your Client Portal
Don’t forget to:
Make a client record for yourself to explore how the client portal works
Invite Client to the Client Portal
Practice adding a folder to the Client Portal
Share files using the Client Portal
Send your clients The Client Portal Guide
It is best practice to send this guide to your clients. This guide will walk them through the most important steps to using the client portal.
Complete Fundamental Training Section 3
This section of the Fundamentals course will take a deeper look at communicating with your clients and includes tips on using email in Canopy, the Client Portal, and creating helpful templates.
You have Questions. We have answers.
The Canopy Knowledge Base- This is the home for all of our product articles and how-to videos that will walk you step-by-step through just about anything you want to do in Canopy. You can search at the top of the page or explore each section.
Customer Support: If you can’t find what you are looking for in the Knowledge Base, you can reach our support team through our in-app messenger (click on your icon on the bottom of the global navigation bar and then click Chat with Support) or by calling 1-855-616-7305.
In a few days, you will receive an email walking you through document management and file migration! Can’t wait? Click here move on to the next list!