Uploading documents to your practitioner is simple with Document Checklists. Use the Canopy Portal mobile app to complete and submit Document Checklists anytime, anywhere.
Table of Contents
Access the Document Checklist
Open the Canopy Portal mobile app and log in to your client portal.
Navigate to the To-Do list.
Tap the Document Checklist task to open it.
In the Details tab, tap View Document Checklist
Upload Files to the Checklist
Tap Upload File in each file slot to upload the requested file.
Above each Upload File link, you’ll see the file type requested.
Some slots may include specific upload instructions—review them before uploading.
Choose a file upload method (e.g., Photo Library, Take Photo or Video, Choose Files).
(Optional) If a file is not needed for a specific slot, tap Not applicable.
(Optional) To add extra files not listed in the checklist, tap Upload File under Additional Attachments.
Tap Submit to complete the checklist.
Submit the Checklist
When all required files are uploaded, tap Submit.
A confirmation notification will appear when your checklist is submitted.
The In Review status will display in the Details tab once submitted.
Add Comments or Questions
In the checklist task, tap the Comments tab.
Tap the Add comment section and type your message.
Tap the Send button (arrow icon) to post your comment or question.
Add Additional Files
In the checklist task, tap the Files tab.
Tap Add a file.
Select a file upload method (e.g., Scan with camera, Add from photos, Upload from files).
Select a document type to label your file.
Enter a file name if needed.
Tap Done, then Upload.
Summary
With the Canopy Portal mobile app, you can quickly and securely upload all required and optional files, communicate with your practitioner, and stay organized. Be sure to submit your checklist once complete so your practitioner can begin reviewing your documents.
Need help?
Contact your practitioner if you have questions about uploading files.