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Create Folders
1. Click Files in Canopy and select an applicable folder option:
Select Client Files to create a new folder inside a specific client's folder.
Select Internal Files to create a folder that is accessible to you and your team members.
Select My Files to create a folder that only you can access.
2. Click the Add button and select New folder.
A popup window will appear.
3. Enter a folder name.
4. Go to Set folder access to give team members and teams access.
5. Click Create.
The new folder will appear and can be double-clicked to open.
Add a Folder From the Client Record
Folders can also be assigned to a specific client from within their record.
1. Click the Files tab in a client record.
2. Click the New Folder icon.
3. Enter a folder name in the popup window's text box.
4. Click Create.
Please Note: Folders are not visible to clients in the client portal until a file is added to the folder.