Upload files from your computer to a client's files, your firm's internal files, or your own private files in Canopy.
š Heads up: Drag and drop works for files saved on your computer. Dragging from another app depends on that app, and the Outlook email app doesn't support dropping emails or attachments.
To bring in an Outlook attachment, save it to your computer and upload it with the steps below, or sync your email and use Save Email Attachments.
Why it matters: Keeping returns, statements and engagement letters in Canopy, not on individual computers, means anyone on your team can find the latest copy during busy season.
Table of Contents
Upload to Client Files
š Take me there: Files
Client Files holds each client's documents.
To upload to a client's files:
Click Files in the navigation bar, then select Client files.
Double-click the client's folder.
Click Add, then click Upload file.
You can also drag files from your computer into the window that opens.
Select the file on your computer.
Your upload options depend on your computer's operating system.
Step 2:
Step 3:
Upload to Internal Files
š Take me there: Files
Internal Files are shared with your team only. Clients can't see them.
To upload to Internal Files:
Click Files in the navigation bar, then select Internal files.
Click Add, then click Upload file.
You can also drag files from your computer onto the page.
Select the file on your computer.
Your upload options depend on your computer's operating system.
Step 1:
Step 2:
Upload to My Files
š Take me there: Files
Only you can see what you upload to My Files.
To upload to My Files:
Click Files in the navigation bar, then select My files.
Click Add, then click Upload file.
You can also drag files from your computer onto the page.
Select the file on your computer.
Your upload options depend on your computer's operating system.
Step 1:
Step 2:
File Types and Size Limits
Skip this section unless a file won't upload or a large file is missing options.
File types: .bmp .csv .doc .docx .emf .eml .heic .htm .html .jp2 .jpeg .jpg .mkv .mov .mp4 .msg .ods .odt .pdf .png .ppt .pptx .rtf .tif .tiff .txt .xls .xlsm .xlsx .xod .xps
Max file size: 4.999342 GB per file.
Storage: There is no overall storage limit.
Folders: Zip a folder before you upload it. Unzipped folders won't upload. You can also upload folders with the Desktop Assistant.
Files Over 100MB
Files over 100MB aren't scanned for viruses. You can still download them after confirming a warning that the file hasn't been scanned.
Use a stable, fast internet connection when you upload large files.
You can't do these with a file over 100MB:
Preview the file
eSign the file
Annotate the file
Add pages to the file
Edit the file through the Canopy Desktop Assistant
Combine files
Use the file to create an eSign template
This applies only to files uploaded after the change. Files over 100MB already in your account aren't affected.
Troubleshooting
I can't drag an email or attachment from Outlook into Canopy:
Outlook doesn't support dropping emails or attachments into Canopy. Save the attachment to your computer and upload it with the steps above, or use Save Email Attachments.
My folder didn't upload:
Zip the folder first, or upload it with the Desktop Assistant.
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Summary
Upload files from Files by choosing Client files, Internal files or My files, then clicking Add and Upload file or dragging files from your computer. Files from the Outlook desktop app can't be dragged in, so save them to your computer first or use Save Email Attachments.
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Need help?
Contact Support or ask Penny, our AI Support Bot, for assistance.