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How-To Videos
Learn the Canopy software with on-demand training videos at your own pace.
69 articles
Getting Started for Admins
Learn how to set up your account, add team members, add clients and create templates
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
Getting Started for Staff Users
Set up your account, email and learn how to collaborate with your team
Getting Around Canopy
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
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
Client & Contact Structure
Learn all about Clients, Contacts and Client Groups
Clients, Contacts, Client Groups Overview
Add a Client
Navigate the Client Record
Explore the Client List
Contacts and the Contact List
Use Client Groups
Send Client Portal Invites
Group Billing
Client and Contact Import Template Guided Walkthrough
Workflow & Automation
Learn how to create tasks, subtask, client requests and use automation to take your work to the next level
Creating a Task
Adding Subtasks & Client Requests
Automating Tasks
Applying Automation Use Cases
Navigating the Task List
Creating Task Templates
Document Management
Learn how to utilize folders, files, templates, send eSign requests and more
Managing Files & Folders
Add, Move & Upload Folders
Creating Folder Templates
Upload & Move Files
Annotating Files
Sending eSign Requests
eSign Templates
Using Canopy Virtual Drive
Time & Billing
Learn how to track time and expense, create and send invoices and manage payments
Setting Service Items & Billing Rates
Tracking Billable Time
Viewing WIP Reports
Configuring Invoices
Configuring Recurring Invoices
Applying Billing Credits
Making Additional Payments
Expense Management
Canopy Insights
Learn how to create and navigate the Insights liveboards
Creating Liveboards
Using Liveboard Templates
Creating Answers