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How-To Videos
Learn the Canopy software with on-demand training videos at your own pace.
62 articles
Getting Around Canopy
Syncing Email & Calendar
Customizing Firm Branding
Setting Access & Permissions
Adding New Team Members
Creating Teams
Collaborating with Comments
Creating Custom Fields
Importing Clients
Creating Folder Templates
Creating Task Templates
Creating Client Record Templates
Creating Client Request Templates
Creating Client Portal Invitation Templates
Adding a Client
Creating Custom Fields
Navigating the Client List
Create an Engagement Item Template
Create an Engagement
Navigate the Engagements List
Performing Bulk Actions
Assigning Tags
Collaborating with Comments
Preparing Client Portals
Sending a Client Request
Creating Client Portal Invitation Templates
Sending Bulk Client Requests
Managing Folders
Managing Folders: File Interface Redesign Opt-in Until 7/1
Creating Folder Templates
Creating Folder Templates: Files Interface Redesign Opt-In until 7/1
Uploading & Moving Files
Upload & Move Files: Files Interface Redesign Opt-In Until 7/1
Annotating Files
Sending eSign Requests
eSign Templates
Using Canopy Virtual Drive