Skip to main content
All CollectionsPractitioner AppDocument Management
Annotate Files in the Canopy Practitioner App [iPad + Apple Pencil]
Annotate Files in the Canopy Practitioner App [iPad + Apple Pencil]
Updated over a week ago

Canopy files can be annotated directly within Canopy. Currently, firm members can only see annotations and will not be visible to clients. Annotations provide an excellent way to communicate with firm members and make any necessary notes on a file. For an optimal experience, use your Apple Pencil to annotate!

Note: Only Files that have been saved to Canopy Files can be annotated

1. Navigate to open a relevant file's File Previewer on the app.

2. To start annotating, select Annotate under the


Additionally, you can click the Shapes tab to select a shape to add to the document, or the View tab to view the document.

3. Select an annotation tool to apply to the file.

Annotation Tool


Highlight: Use this tool to highlight text in a document.

Free Hand: Use this tool to draw free hand on a document.

Markup: Use this tool to make quick edits, and annotations, draw, sketch, and make handwritten notes using your finger or Apple Pencil.

Free Text: Use this tool to add a text box to a document.

Smart Pen: Use this tool to highlight or write with an Apple Pencil without selecting another tool. Areas with text will show as a highlight, whereas areas without text will show as ink.

Note: Use this tool to add a note or comment to a document. You can also use your Apple Pencil to write the text, which will then populate as typed text.

Underline: Use this tool to underline text in a document.

Strikeout: Use this tool to strike out text in a document.

Callout: Use this tool to add a callout to a document.

Selector: Use this tool to select any annotations in the document.

Eraser: Use this tool to delete any annotations you made in the document.

Stamps: Use this tool to place a stamp on a document.

Check: Use this tool to place different colored check marks on documents.

4. If needed, select from the tool's available presets.

  • The presets box will update to show applicable options for each selected tool.

  • Most tools have additional preset options available on the in-line dropdown menu.

5. Click on the file to use the selected annotation tool.

Use the Apple Pencil to Make a Note

Did this answer your question?