Document Management
Learn how to upload, store, share documents, and request e-signatures from your clients.
Manage Folders
- Set Retention Rules
- Create Folders
- Upload a Folder to Canopy
- Assign Team/Team Members Permissions to Folders
- Create Folder Templates
- Apply a Folder Template
Manage Files
- Send a Client File Using a Secure Link
- Bulk Copy Files
- Understanding Secure Links
- Request Files via Secure Link
- Upload a File to Canopy
- Preview a File
Files Interface Redesign
eSign
Desktop Assistant
- Install the Desktop Assistant
- Scan to Canopy With the Desktop Assistant
- Uninstall the Desktop Assistant
- Upload Files With the Desktop Assistant
- File Migration With the Desktop Assistant
- Edit a File With the Desktop Assistant