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Canopy
Settings
Settings
Support materials to guide you through Canopy account settings including integrations.
Admin Settings
Updating Company Information
Customizing the Client Portal in Canopy
Previewing Pages, Invoices, and Emails
Assigning Product Licenses
Using Custom Fields
Reviewing Bulk Email History
Basic Settings
Updating Your Information in Canopy
Connecting an Email Account
Syncing a Calendar in Canopy
Working With Task Templates
Managing Folder Templates
Managing Tags
