Canopy

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

How-To Video: Creating Folder Templates for Admins

Creating Task Templates

Creating Client Record Templates

Creating Client Request Templates

Creating Client Portal Invitation Templates

Learn how to set up your account, add team members, add clients and create templates

Getting Started for Admins

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