Learn how to use the Canopy Mobile App
22 articles
Adjust Mobile Settings
Use Timers on the Mobile Dashboard
Manage a Task in Mobile
Log in to Canopy Mobile
Add & Edit Clients on the iOS Practitioner App
Add & Edit Clients on the Android Practitioner App
Handle Contacts in Mobile
Organize the Mobile Tasks List
Create a Task on Mobile
Oversee Clients on Mobile
Modify a Task on Mobile
Annotate Files in the Canopy Practitioner App [iPad + Apple Pencil]
Manage Files on Mobile
Annotate Files in the Canopy Practitioner App [Mobile]
Switch Firm Accounts on Mobile
Track Time in Mobile
Create Contacts on the Mobile App
Send a Client Request on Mobile
Complete a Fillable PDF on Mobile
Handle Client Requests on Mobile
Manage Billing in Canopy Mobile
Receive Client Payments On-The-Go