⚠️ Compatibility Notice: The Desktop Assistant is compatible with ARM-based processors!
Desktop Assistant Download Links:
The Desktop Assistant enables you to select files from your computer and send them to a client's folder in Canopy without navigating back and forth between your local files and your Canopy account. With the Desktop Assistant, you can also edit files in Canopy using your preferred application on your computer and have the file automatically re-upload to Canopy.
Windows Installation Process
To locate the Desktop Assistant download option within Canopy, navigate to Settings > Integrations and select Download Desktop Assistant. This provides an alternative to the direct download links provided below.
1. Click Download for Windows on the Desktop Assistant landing page.
Alternatively, you can click here.
Alternatively, you can navigate to Settings > Integrations in your Canopy account and select Download Desktop Assistant.
2. Click on the .msi download to launch the installer.
Windows will ask you to confirm that you allow Canopy Desktop Assistant to make changes to your device. Click Yes to allow the installer to install the Desktop Assistant.
The installer will proceed to install the Desktop Assistant on your computer.
3. In the window that pops up, select Install.
4. Once the User Account Control window populates, click Yes.
If a Windows Security Alert message displays, select Private or Public Networks and Allow access.
5. In the Taskbar, click the Desktop Assistant icon to open it.
6. Click Sign in on the Canopy popup.
7. Enter your login credentials on the web browser popup.
Once you log in, you can close out of the browser window.
You can now access the desktop assistant at any time by clicking on the Desktop Assistant icon on your application tray.
For help using the Desktop Assistant, please refer to our Desktop Assistant articles.
MacOS Installation Process
1. Click Download for Mac on the Desktop Assistant landing page.
Alternatively, you can click here.
Alternatively, you can navigate to Settings > Integrations in your Canopy account and select Download Desktop Assistant.
2. Open the downloaded desktop assistant package.
3. Click Continue.
4. Print or Save the Software License Agreement, as desired.
Click continue to proceed with the installation process.
5. Click Agree to acknowledge the license agreement.
6. Click Install to install the Desktop Assistant on your main hard drive.
If you would like to install the application in a different place on your computer, click Change Install Location...
7. Log in, if prompted, and wait for the installation to complete.
8. Click Close.
Reinstallation Instructions
If you need to reinstall the Canopy Desktop Assistant after uninstalling it, follow these steps:
Open your Canopy account in a web browser.
Go to Settings > Integrations.
Select Download Desktop Assistant.
Download the installer for your operating system (Windows or macOS).
Run the installer and follow the prompts to reinstall the Desktop Assistant.
Once installed, log in to the Desktop Assistant to resume usage.
Troubleshooting Tips
Ensure you are logged into your Canopy account to access the download option.
Verify that you are selecting the correct installer for your operating system (Windows or macOS).
If you encounter issues during installation, try restarting your computer and running the installer again.