Document Management
Learn how to utilize folders, files, templates, send eSign requests and more
7 articles
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
