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The file preview screen allows you to preview files in Canopy, zoom, and pan around the file, search the file's text, and print, download, or make the file visible to clients.
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.
Preview a File
1. Navigate to a file and zoom in or out on a file by clicking on the Zoom percentage dropdown.
Select an applicable percentage.
Alternatively, you can click on the plus or minus icons to zoom in or out.
Working with Files Over 100MB in Canopy:
Files larger than 100MB will not be scanned for viruses.
You can still download these files, but you’ll need to confirm a warning that the file hasn’t been scanned.
Some actions will not be available for files over 100MB. These include:
Previewing the file
eSigning the file
Annotating the file
Adding pages to the file
Editing the file through the Canopy Desktop Assistant
Combining files
Using the file to create an eSign template
This change only applies to new files uploaded to Canopy. Existing files over 100MB in your account won’t be affected.
2. To pan around the file, click on the Hand icon.
Click and drag your cursor to pan around the document.
3. Click on the Search icon to search the document's text.
4. Click the Download icon to download the file to your computer.
5. Click the Client icon to make the file visible to your client.
6. Click the Print icon to print the file.
