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September 2022
Updated over a week ago

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


"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

  • 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



  • Performs automation with Canopy when working with adding and editing contacts

Client Survey Content Enhancements


Canopy App: File Annotations

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