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Save Email Attachments
Updated over a week ago

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You can preview and save files sent to you via email into Canopy without downloading the file to your computer.

Save Email Attachments

1. Navigate to a client who previously sent an email attachment and select Communication in the Client Record.

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2. Click on the attachment sent to you from the client.

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3. Click on the Save to Canopy Files icon once in Preview mode.

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4. Click Save here to save the file to the Client Record.

If needed, you can Create a new folder and Rename the attachment by clicking on the folder icon.

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5. Click the Client Name in the pop-up to navigate to the attachment location in Files.

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  • Alternatively, you can navigate to the attachment by selecting the Files tab on the Client Record screen.

  • If needed, click the Download icon.

  • If needed, click the Print icon.

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