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Upload a Folder to Canopy
Updated over 4 months ago

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Compatibility: Folders must be zipped or compressed before uploading to Canopy. Unzipped folders will not be uploaded.

You can upload a folder to a client's folder in Canopy, the Internal Files screen, or the My Files screen. To upload a folder to Canopy, you need to compress or zip the folder on your computer first.

Upload a Folder to Canopy

1. Click Files on the global navigation bar and select an upload location.

  • Click My Files to upload a folder only accessible to you.

  • Click Internal Files to upload a folder only accessible to you and your team members.

  • On the Client Files page, double-click on a specific client's folder to upload a folder to that client's files. This folder is accessible to those who have permission to access the specific client’s files.

2. Click the Add button on the right.

3. Select Upload folder.

The How to upload folders popup shows basic instructions to continue the upload process.

mceclip3.png

4. Click and drag the zip file folder to the Upload a Folder popup.

The zipped file will load onto the chosen area.

5. Right-click or select the zipped file.

6. Select Unzip or click the unzip icon in the top right.

  • The folder now loads normally in Canopy.

  • Double-click the folder to view the files stored in it.

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