File Migration, in the Desktop Assistant, moves whole folder structures from your computer into your clients' folders in Canopy Files.
Required: The Canopy Desktop Assistant installed on your computer and signed in.
Why it Matters: Move years of client folders in one pass when your firm switches to Canopy, instead of uploading them client by client. Smart Match assigns most folders to their clients for you.
Table of Contents
Upload Client Folders
Open the Desktop Assistant from its icon in the Windows taskbar first.
To open File Migration:
In the Desktop Assistant, click the Settings icon.
Select Open Migration Tool.
The first time, click through the Getting Started guide.
It explains how File Migration works, so read each page.
Select the File Migration Tool
Click Get started
To add and assign folders:
Drag client folders into File Migration, or click Browse to choose them.
Only folders can be migrated, not single files.
To assign a folder, click Assign on its row, type a Client Name, and select the client.
Folders Smart Match assigned already have a client and an SM icon. To change one, click its assigned client.
To remove a folder, click its Options menu and select Delete.
Drag and drop a file, or select Browse
Assign the upload to a client
Select the More Options icon to delete
To upload the assigned folders:
Click Upload Assigned.
Only assigned folders upload.
Click the Uploads tab to see their progress.
Click Upload Assigned
Click the Uploads tab to track progress
View Completed Uploads
To view completed uploads:
In File Migration, click the Uploads tab.
Select Completed from the dropdown.
To sort them, click Sort by and select Last uploaded, A-Z or Z-A.
Click the Uploads tab to view completed uploads
Click the dropdown
Sort the uploaded folders
Enable Smart Match
Smart Match links each folder you migrate to a Canopy client by comparing their names.
To enable Smart Match:
In File Migration, click the Options menu.
Select Enable Smart Match.
If you see Disable Smart Match instead, it's already on.
Fix Smart Match
Smart Match links a folder to a client when at least 80% of the words in their names match.
Jennifer A Coolidge and Jennifer B Coolidge: 67%, no match.
The Addams Family, LLC and The Addams Family: 75%, no match.
Gomez and Morticia A Addams and Gomez and Morticia Addams: 80%, a match.
To fix Smart Match when the names match but folders aren't matched:
Close the File Migration tool with the X.
Folders you've added stay in the tool.
In the Desktop Assistant, click the gear icon and select Sign out.
Sign back in and open the File Migration tool.
Click the Options menu and select Disable Smart Match.
Click the Options menu again and select Enable Smart Match.
Select Disable Smart Match
Select Enable Smart Match
Summary
Open File Migration from the Desktop Assistant's settings, add client folders, assign each one to a client or let Smart Match do it, and click Upload Assigned. If Smart Match misses folders whose names match, sign out and back in, then turn Smart Match off and on.
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