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Client requests let you collect information or documents from a specific client contact directly through the Canopy mobile app.
Managing client requests from your phone means you can follow up on missing documents or info without waiting until you’re back at your desk — useful when you’re between client meetings or on site during busy season.
Table of Contents
Add a Client Request to a Task
You can add client requests to tasks that already exist in Canopy.
Navigate to a relevant task in the Canopy mobile app.
Tap the Subtasks tab.
Tap Add subtask.
Tap Add client request.
Input any relevant client request information.
Required fields are marked with a blue asterisk.
You can assign Teams & Roles to the client request here. Learn more in Explore Teams & Roles.
To upload a file, tap Add Files and select an option:
Scan with camera - Take a photo of a document to upload
Add from photos - Add a photo from your camera roll
Upload from files - Upload a file already saved on your phone
Add from Canopy - Upload a file stored in Canopy (Client files or Internal Files)
Paste from clipboard - Paste an a copied document to upload
At the bottom, tap Create and send to send the client request to your client.
Tap Create as draft instead to save the client request and send it later.
Comment on a Client Request
You can comment on a client request directly within the Canopy mobile app.
In the task, tap the Subtasks tab, then tap the client request to open it.
Tap the Comments tab, then tap the Send a comment box to enter your comment.
Your client will see your comments in the Client Request section of their Client Portal.
If needed, tap the Add file icon and select an option.
Tap Send (or Enter) to post the comment.
Edit a Client Request
Navigate to a relevant client request and tap the Options menu.
Select Edit.
If needed, tap Archive instead to archive the client request.
Make any necessary changes.
At the bottom of the edit screen, tap Save changes.
Summary
Client requests can be added to existing tasks, commented on, and edited directly from the Canopy mobile app. This keeps client communication moving even when you’re away from your desk.
Need Help?
Contact Support or ask Penny, our AI Support Bot, for assistance.