Release Notes for September 2022
These release notes are updated monthly to provide an overview of Canopy's latest feature releases and enhancements.
Client Management
2FA (2-Factor Authentication)
A requirement for all users to use 2FA when signing into Canopy
Comments: Custom Roles & Permissions
Manage comment permissions by using a custom role
Workflow
"Create Task" Button
Easily create tasks from the Tasks List and the Tasks tab of the contact record
Workflow: Automation for Bulk Tasks
Create events that trigger an action without lifting a finger
Not available to tenants on the legacy pricing plan
Document Management
Secure Links
Send eSign requests to signers without a Client Portal
Send eSign requests to other team members
Create two signers with the same email
Internal Files: Team Permissions
Control which team members you want to have access to internal files
PDF Files Upgrade
A selection of built-in manipulation tools to help manage PDF files
Canopy Files Annotations
Several annotation tools to improve communication between team members
Integrations
Zapier
Performs automation with Canopy when working with adding and editing contacts
Client Survey Content Enhancements
Improved client survey experience for both practitioner and client