Canopy

Adding a Client

Creating Custom Fields

Navigating the Client List

Create an Engagement Item Template

Create an Engagement

Engagement templates are another great way to save time in Canopy!

Create Engagement Templates

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

Learn how to add clients, send engagements, send client portal invitations and more

Client Engagement

Status

Terms & Conditions

Release Notes

Privacy

Product Feedback

Google Data Use Disclosure

Client Portal Help

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