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Preview a File

Updated this week

Watch Out! If this article's screenshots do not match your experience, this article may be what you are looking for.

The file preview screen allows you to preview files in Canopy, zoom, and pan around the file, search the file's text, and print, download, or make the file visible to clients.

File Compatibility

  • File Type: .bmp .csv .doc .docx .emf .eml .heic .htm .html .jp2 .jpeg .jpg .mkv .mov .mp4 .msg .ods .odt .pdf .png .ppt .pptx .rtf .tif .tiff .txt .xls .xlsm .xlsx .xod .xps

  • Max File Size: 4.999342 GB

  • Folders: Folders must be compressed or zipped. Unzipped folders will not be uploaded.

  • Browser Compatibility: For optimal performance, use Google Chrome. Other browsers, such as Firefox, may lead to display issues.

Preview a File

1. Navigate to a file and zoom in or out on a file by clicking on the Zoom percentage dropdown.

  • Select an applicable percentage.

  • Alternatively, you can click on the plus or minus icons to zoom in or out.

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Working with Files Over 100MB in Canopy:

  • Files larger than 100MB will not be scanned for viruses.

  • You can still download these files, but you’ll need to confirm a warning that the file hasn’t been scanned.

  • Some actions will not be available for files over 100MB. These include:

    • Previewing the file

    • eSigning the file

    • Annotating the file

    • Adding pages to the file

    • Editing the file through the Canopy Desktop Assistant

    • Combining files

    • Using the file to create an eSign template

This change only applies to new files uploaded to Canopy. Existing files over 100MB in your account won’t be affected.

2. To pan around the file, click on the Hand icon.

Click and drag your cursor to pan around the document.

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3. Click on the Search icon to search the document's text.

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4. Click the Download icon to download the file to your computer.

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5. Click the Client icon to make the file visible to your client.

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6. Click the Print icon to print the file.

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Troubleshooting Issues with Large Files

If you are unable to view pages beyond the 20th in large files within Canopy, follow these steps:

Step 1: Verify File Compatibility

  1. Ensure the file is supported and complies with size limits (less than 4.999342 GB).

  2. If the file is a folder, confirm it is compressed into a zipped format.

Step 2: Optimize Browser Settings

Use Google Chrome for the best compatibility and performance. If issues persist, switch to another computer to rule out system-specific problems.

Step 3: Try Canopy Desktop Assistant

Use the Desktop Assistant to upload and ensure the file is converted into a compatible format for preview.

Step 4: Check Network Settings

Ensure firewall configurations do not hinder requests from Canopy.

Confirming the Solution

Download the file and open it outside of Canopy. If it displays correctly in other applications, the issue may lie with Canopy’s previewer.

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