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Upload a File to Canopy
Updated this week

Watch Out! If this article's screenshots do not match your experience, this article may be what you are looking for.

Files can be uploaded to three different areas in Canopy:

  • Client Files

  • Internal Files

  • My Files

File Compatibility:

  • File Type: .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

  • Folders: Folders must be compressed or zipped. Unzipped folders will not be uploaded.

Upload to Client Files

Client Files shows you a complete list of all client files within Canopy. To upload a file or folder to an already existing client, you will need to find the client's folder on the Client Files page. To get started, click Files on the global navigation bar and choose Client Files from the slide-in menu.

1. Double-click on a client's folder in Client Files.

2. Go to the Add button.

3. Click Upload file or drag and drop files into the file modal.

4. Select a file from your computer.

  • Depending on your computer’s operating system, your upload options may differ.

  • Your uploaded file will show up on the screen.

Upload to Internal Files

Internal Files are files and folders shared among you and your team only. Clients will not be granted access to these folders. To get started, click Files on the global navigation bar.

1. Choose Internal Files from the slide-in menu.

2. Go to the Add button and click Upload file or drag and drop files into the main screen.

3. Select a file from your computer.

  • Depending on your computer’s operating system, your upload options may differ.

  • Your uploaded file will show on the screen.

Upload to My Files

Access to anything uploaded to the My Files page is restricted to the individual practitioner. To get started, click Files on the global navigation bar.

1. Click My Files.

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2. Go to the Add button and click Upload file or drag and drop files into the main screen.

3. Select a file from your computer.

  • Depending on your computer’s operating system, your upload options may differ.

  • Your uploaded file will show on the screen.

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