Canopy

How-to Video: Managing Files & Folders

How-to Video: Add, Move & Upload Folders

How-To Video on creating folder templates for staff

How-To Video: Creating Folder Templates for Staff

How-to Video: Upload & Move Files

How-to Video: Annotating Files

How-To Video: Creating eSign Templates & Sending eSign Requests

How-To Video: eSign Templates

How-to Video: Using the Canopy Virtual Drive

Learn how to utilize folders, files, templates, send eSign requests and more

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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