Save an attachment from a client's synced email straight to their files in Canopy, without downloading it to your computer first.
Required: A Canopy Client Management license, with your email account connected in Settings > Email and Calendar.
š Heads up: These steps work for emails already synced into Canopy, and they are the recommended way to save Outlook attachments to a client.
ā ļø You can't drag emails or attachments from the Outlook desktop app into Canopy: Outlook controls what can be dragged out of it, and it doesn't support dragging and dropping files.
If your email isn't synced yet, connect your email account first.
Why it matters: Client documents arrive by email all through tax season. Saving each attachment straight to the client's folder keeps every document where your team expects to find it, with no download-and-reupload step.
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āTable of Contents
āSave an Email Attachment
To save an email attachment:
Open the client's record and select Communication.
Click the attachment you want to save.
In the preview, click the Save to Canopy Files icon.
Search for the client in the dropdown and choose the folder to save to.
To save it in a new folder, click the folder icon.
Click Save here.
Step 1:
Step 2:
Step 3:
Steps 4ā5:
New folder:
Open a Saved Attachment
To open the saved attachment:
In the confirmation pop-up, click the client's name to open the folder the file was saved to.
You can also open the client's record and select the Files tab.
Click the Download or Print icon if you need a copy.
Step 1:
Step 2:
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 with the steps above, or save it to your computer and upload it.
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Summary
Open the client's Communication tab, preview the attachment, and click Save to Canopy Files to save it to a folder of your choice. This is the way to get Outlook attachments into Canopy, since dragging them from the Outlook desktop app isn't supported.
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