Folders help you stay organized and at the top of your file game in Canopy.
In this video:
How to create folders and subfolders
How to Move Folders
How to Upload folders
How Do I Create and Manage Folders in Canopy?
Folders help you organize client documents, internal resources, and personal files across Canopy.
You can create folders and subfolders, control access, move folders between file areas, and upload entire folder structures to keep your document management clean and scalable.
If you want an overview of how the files and folder structure is organized in Canopy check out this video linked here
Table of Contents
Create Folders
You can create folders in:
Client Files
Internal Files
My Files
To create a folder:
Click Files.
Navigate to Client Files, Internal Files, or My Files.
(If in Client Files) Use the search bar to select a specific client.
Click Add > New Folder or click the New Folder icon (folder with a plus).
Enter a Folder Name.
Select which team members or teams have access.
By default, all team members with client access can view the folder.
Click Create.
The folder is now ready for files or subfolders.
Add Subfolders
To create a subfolder:
Open the parent folder.
Click New Folder.
Enter the subfolder name.
Click Create.
Make sure the correct parent folder is selected before creating the subfolder.
View Folder Structure from the Client Record
You can also view the same file structure from the Client Record:
Click the client’s name (top right corner when in Client Files).
Select the Files tab.
From here, you can:
Expand folder structures using the Expand Folder icon.
Create folders.
Upload files.
Any changes made here will also appear in the Files section.
Manage Folder Actions
To access folder options:
Click the three dots next to a folder (or right-click the folder).
Available actions include:
Rename
Download
Move
Change folder access
Create a retention rule (prevent archiving for a set time)
Archive
These same folder actions apply in:
Client Files
Internal Files
My Files
Move Folders
You can move folders between:
Client Files
Internal Files
My Files
To move a folder:
Navigate to the folder.
Click the three dots.
Select Move.
Choose the destination location.
Click Move Here.
You can also move folders into subfolders within the selected destination.
Upload Folders
You can upload an entire folder into:
Client Files
Internal Files
My Files
Before uploading, compress the folder on your computer into a .zip file.
To upload a folder:
Navigate to the destination location.
Click the Options menu icon.
Select Upload a Folder.
Drag and drop the zipped file into the upload window.
Right-click the uploaded zipped file.
Select Unzip.
The folder will load into Canopy with its file structure intact.
Double-click the folder to view its contents.
Summary
Folders in Canopy allow you to:
Create organized folder and subfolder structures
Control team access
Move folders between file areas
Upload full folder structures via zip files
Apply retention rules when needed
A clear folder structure keeps your firm organized and improves document visibility across teams.
Need Help?
Contact Support or ask Penny, our AI Support Bot, for assistance.