The Desktop Assistant stays signed in to the last person who used it on that computer, so files it uploads are credited to them.
Required: The Canopy Desktop Assistant installed on your computer.
Why it Matters: The Added by column is how your firm sees who brought a document in. On a shared workstation, signing in as yourself keeps that record right.
Table of Contents
Why It Happens
The Desktop Assistant has its own sign-in, separate from Canopy in your browser. If a coworker used it last and didn't sign out, anything you upload shows their name under Added by in the client's files.
Sign In as Yourself
To sign in as yourself:
Open the Desktop Assistant and click the gear icon in the top right.
Select Sign out.
Click Sign in.
A browser tab opens.
Type your email and password and sign in.
Type them yourself. Don't let the browser autofill a coworker's login.
👉 Canopy Tip: On a shared workstation, sign out of the Desktop Assistant at the end of the day.
Sign out of the Desktop Assistant
Sign back into the Desktop Assistant with your account
Summary
The Desktop Assistant credits uploads to whoever is signed in to it, not to whoever is using Canopy in the browser. Sign out and back in as yourself to put your name on the files you upload.
Need Help?
Need help? Contact Support or ask Penny, our AI Support Bot, for assistance.