Description: Learn how to locate, complete, and retrieve client questionnaires in Canopy for efficient record keeping and task management.
Why This Matters
Questionnaires help firms gather client data efficiently. Managing them correctly ensures accurate tracking, smooth client communication, and complete audit trails during busy seasons.
Table of Contents
Locating Completed Questionnaires
You can find completed questionnaires in several areas of Canopy:
Client’s Tasks Section
Global Task List
Completed Tasks Section
Marking a Questionnaire as Complete
Go to the Task List.
Click the name of the questionnaire task.
After reviewing the client’s submission, select Mark as Complete.
Optional – Export for Recordkeeping
Click View > Export and select either PDF or CSV.
Alternatively, from the task page:
Select With Client (top-right).
Mark as complete, then export if needed.
Retrieving Completed Questionnaires
Navigate to the Client Record in Canopy.
Go to the Tasks section.
Locate the completed questionnaire in the client task list.
Click the questionnaire task name to open.
View and Export as needed.
Alternatively, navigate to the Global Tasks List and filter the list to find the needed questionnaire.
Click the Questionnaire task name to open.
View and Export as needed.
Summary
Client questionnaires can be managed from the client’s page, the global task list, or the completed tasks section. Marking them as complete and exporting them ensures accurate records for compliance and client management.
Need help?
Contact Canopy Support or ask Penny, our AI Support Bot, for assistance.