Scan paper documents straight into a client's folder in Canopy with the Desktop Assistant.
Required: The Canopy Desktop Assistant installed and signed in, and your scanner's own software installed.
Good to know: Every scanner's screens differ. These steps use a Canon MX490.
Why it Matters: Client paperwork goes from the scanner into the right client's folder in one step, instead of saving it to your desktop and uploading it later.
Table of Contents
Scan to Canopy on Mac
Start a scan from System Settings > Printers & Scanners first.
To send the scan to Canopy:
Click the Scan To dropdown.
Select Other.
Go to Locations > Your Hard Drive > Users > [your name] > Shared > Canopy Desktop Assistant > [your user folder] > watch-folder > scan.
Click Choose.
Click Scan.
The Desktop Assistant opens.
Click the Scan To dropdown
Select Other
Navigate to the Scan folder
Select the Scan folder and click Choose
Click Scan
To upload the scan:
In the Desktop Assistant, type a File Name.
Search for and select the Client.
Choose or create a folder.
Click Upload.
Click View in Canopy on the file's row.
The file opens in Canopy in your default web browser.
Type a File Name
Add a Contact
Choose a folder
Click Upload
Click View in Canopy
Scan to Canopy on Windows
To send the scan to Canopy:
Open the Windows Fax and Scan app.
Don't have it? See How To Install Windows Fax and Scan On Windows 11.
Click New Scan, scan your document, and select Save As.
In the dropdown, select Scan to Canopy.
Enter a File name.
Click Save.
The Desktop Assistant opens.
Open Windows and Fax Scan
Click New Scan > Save as
Select Scan to Canopy
Enter a File name
Click Save
To upload the scan:
In the Desktop Assistant, enter a File name, select the Client, and choose or create a folder.
Click Upload.
Click View in Canopy on the file's row.
The file opens in Canopy in your default web browser.
Add a File name and Contact
Select a folder
Click View in Canopy
Fix Scanning to Canopy
If your scanner won't send files to Canopy, check these in order.
To check your scanner setup:
Make sure your scanner's own setup software is installed.
If you can scan to your desktop, it's installed.
Set Canopy as the scan destination, as shown above for Mac or PC.
Check the scanner's Scan to settings, especially Document type detection, Feed and Save As.
Summary
Point your scan at the Desktop Assistant's scan folder on Mac, or save it to Scan to Canopy on Windows, then choose a client and folder and click Upload. If a scan doesn't reach Canopy, check your scanner's software and its Scan to settings.
Need Help?
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