How-To Videos
Learn the Canopy software with on-demand training videos at your own pace.
Implementation & Account Set Up
Getting Started for Admins
- Getting Around Canopy
- Syncing Email & Calendar
- Customizing Firm Branding
- Setting Access & Permissions
- Adding New Team Members
- Creating Teams
Getting Started for Staff Users
Client Engagement
- Adding a Client
- Creating Custom Fields
- Navigating the Client List
- Create an Engagement Item Template
- Create an Engagement
- Navigate the Engagements List
Workflow & Automation
- Automating Tasks
- Creating a Task
- Adding Subtasks & Client Requests
- Adding Task Tools
- Applying Automation Use Cases
- Creating Bulk Tasks
Document Management
- Managing Folders
- Managing Folders: File Interface Redesign Opt-in Until 5/29
- Creating Folder Templates
- Creating Folder Templates: Files Interface Redesign Opt-In until 5/29
- Uploading & Moving Files
- Upload & Move Files: Files Interface Redesign Opt-In Until 5/29
Time & Billing
- Setting Service Items & Billing Rates
- Tracking Billable Time
- Viewing WIP Reports
- Configuring Invoices
- Configuring Recurring Invoices
- Applying Billing Credits