Release Notes for September 2022
These release notes are updated monthly to provide an overview of Canopy's latest feature releases and enhancements.
Client Management
2FA (2-Factor Authentication)
- A requirement for all users to use 2FA when signing into Canopy
Comments: Custom Roles & Permissions
- Manage comment permissions by using a custom role
Workflow
"Create Task" Button
- Easily create tasks from the Tasks List and the Tasks tab of the contact record
Workflow: Automation for Bulk Tasks
- Create events that trigger an action without lifting a finger
- Not available to tenants on the legacy pricing plan
Document Management
Secure Links
- Send eSign requests to signers without a Client Portal
- Send eSign requests to other team members
- Create two signers with the same email
Internal Files: Team Permissions
- Control which team members you want to have access to internal files
PDF Files Upgrade
- A selection of built-in manipulation tools to help manage PDF files
Canopy Files Annotations
- Several annotation tools to improve communication between team members
Integrations
Zapier
- Performs automation with Canopy when working with adding and editing contacts
Client Survey Content Enhancements
- Improved client survey experience for both practitioner and client