How-To Videos
Learn the Canopy software with on-demand training videos at your own pace.
71 articles
Getting Started for Admins
Learn how to set up your account, add team members, add clients and create templates
Getting Around Canopy
How-to Video: Syncing Email & Calendar
Customizing Firm Branding
How-to Video: Setting Access & Permissions
Adding New Team Members
Creating Teams
Collaborating with Comments
How-to Video: Creating Custom Fields
Importing Clients
How-To Video: Creating Folder Templates for Admins
How-To Video: Creating Task Templates (Admins)
Creating Client Record Templates
Creating Client Request Templates
Creating Client Portal Invitation Templates
Getting Started for Staff Users
Set up your account, email and learn how to collaborate with your team
Getting Around Canopy
How-to Video: Syncing Email & Calendar
Collaborating with Comments
Client Engagement
Learn how to add clients, send engagements, send client portal invitations and more
Adding a Client
Creating Custom Fields
How-to Video: Navigating the Client List
How-to Video: Create an Engagement
How-to Video: Create Engagement TemplatesEngagement templates are another great way to save time in Canopy!
How-to Video: Navigate the Engagements List
How-to Video: Performing Bulk Actions
Assigning Tags
Collaborating with Comments
How-to Video: Preparing Client Portals
How-to Video: Sending a Client Request
Creating Client Portal Invitation Templates
How-to Video: Sending Bulk Client Requests
Client & Contact Structure
Learn all about Clients, Contacts and Client Groups
Clients, Contacts, Client Groups Overview
Add a Client
How-to Video: Navigate the Client Record (New CRM)
Explore the Client List
Contacts and the Contact List
How-to Video: Use Client Groups
How-to Video: Send Client Portal Invites
Group Billing
Client & Contact Import Template Walkthrough
Workflow & Automation
Learn how to create tasks, subtask, client requests and use automation to take your work to the next level
How-To Video: Creating a Task
Adding Subtasks & Client Requests
Automating Tasks
Applying Automation Use Cases
How-to Video: Navigating the Task List
How-To Video: Creating Task Templates
Document Management
Learn how to utilize folders, files, templates, send eSign requests and more
How-to Video: Managing Files & Folders
Add, Move & Upload Folders
How-To Video: Creating Folder Templates for StaffHow-To Video on creating folder templates for staff
How-to Video: Upload & Move Files
Annotating Files
How-To Video: Creating eSign Templates & Sending eSign Requests
How-to Video: Using the Canopy Virtual Drive
Time & Billing
Learn how to track time and expense, create and send invoices and manage payments
How-to Video: Setting Service Items & User Rates
How-to Video: Tracking Billable Time
Viewing WIP Reports
How-to Video: Configuring Invoices
Configuring Recurring Invoices
Applying Billing Credits
How-to Video: Making Additional Payments
Expense Management
How-To Video: Configure Invoice Settings
How-to Video: Send Bulk Invoices
Canopy Insights
Learn how to create and navigate the Insights liveboards
Creating Liveboards
Insights: Using Liveboard Templates How-to Video
Creating Answers
Why Do Canopy Insights Reports and Dashboards Time Out, and How Can I Fix Them?