We recently released the ability to download all four 2022 organizer types.

We have released a redesign of the task workspace. The opt-in/opt-out alternative is available until May 1st, 2023!

Similar to the task workspace redesign, the notices workspace has also had a makeover. You can return to the default experience at any time until May 1st, 2023.

Our team recently released a new and improved Canopy Payments experience. View the hyperlink above to learn all about this process. 🎉

Along with the web experience as mentioned above, our team released a more user-friendly Canopy Payments experience in-app.

Our squad has also released the ability to store, view, and manage payment methods within the Billing section of the app.

We have now released the capability to preview .heic files within Canopy.

Any newly uploaded .heic files can be previewed, combined, and even sent as an eSign!

Previously uploaded .heic files still are not supported for preview. These files will need to be downloaded and re-uploaded to be previewed in Canopy.

Our team has released visibility on the date on which an eSign was last sent.

We have pushed out the ability to view the Completed date of a task within the Tasks tab of the Client Record.

We have released a feature similar to the hyperlink functionality that is available on client requests! In the previous Task Workspace, there was no option to add a link in the description.

Our team launched internal comments that will populate on the side of the Notices workspace.

Our team released the ability to view if and when an eSign request is resent.

We have relocated the Mark Unread/Mark Read button within emails to the list of actions on the right side of the page!

Our team just released the option to filter the Client List by Custom Fields added by your firm. Here is the link to articles for the Client List redesign.