Upload a File
You can add new or pre-existing files to a task in Canopy. To upload a new file to Canopy, click New file from the Tools drop-down menu.
1. Click Upload in the slide-in panel.
2. Select a file from your computer to upload.
You can also drag and drop a file from your computer to the upload panel.
3. Click Done.
The uploaded file(s) will appear in the Task Workspace.
Add an Existing File
Add a pre-existing file to a task by simply using the Tools drop-down menu. To get started, select Existing File from the Tools drop-down menu.
1. Select a file from the Choose file window.
2. Click Choose.
Add an Existing File
Add a pre-existing file to a task by clicking the Files tab in the Task Workspace.
1. Click Add a file on the right side of the Files section.
2. In the drop-down, select Existing file.
3. Select a file to attach to the task.
4. Click Choose.
The existing file is listed in the Files tab.
Upload/Add Files to a Subtask
1. Under the Work tab in the Task Workspace, click on the dropdown arrow in line with the desired subtask.
2. Select Add a tool.
3. From the list that pops up, select New file or Existing file.
Any files uploaded to a subtask will also populate in the Files tab.