Canopy Mobile App
Learn how to use the Canopy Mobile App
18 articles
Account Setup and Settings on Mobile
Login, Switch Accounts, and Adjust Settings on Mobile
Switch Firm Accounts on Mobile (Android)
Adjust Mobile Settings (Android)
Manage Clients and Contacts on Mobile
Add Clients and Contacts and Send Portal Invites on Mobile
Add & Edit Clients on the Android Mobile App
Add & Edit Clients on the iOS Mobile App
Manage Clients on Mobile (Android)Search Clients and Get to Know the Client Record on Mobile
Add Contacts & Send Portal Invites on MobileLearn how to add a new or existing contact to a client, and send a portal invite on mobile
Create a Client on the Mobile AppLearn how to create a new client and add contacts on mobile
Manage Client Groups on Mobile
Manage Client Connections on Mobile
Document Management on Mobile
Manage files on the Canopy Mobile App
Annotate Files in the Canopy Mobile App (Android)