Canopy Knowledge Base

Client Engagement & Client Portal

Learn about Canopy's Client Engagement solution with features like Client Portal, Engagements, Email, and Client Requests.

55 articles

Navigate the Client List

Resolve Duplicate and Unmatched Clients

Search for Clients

Filter the Client List

Manage Filter Views on the Client List

Create a Saved Filter View on the Client List

Use Client Record Templates

Get to Know the Client Record

Link a Connection to a Client

Mark Connections as Inactive

Archive Clients

Restore Archived Clients

Create an Engagement Item Template

Create an Engagement Template

Navigate the Engagement Builder

Explore the Engagements List

Duplicating Engagements

Create a Letter

Create a Letter Template

Update Your Letter Templates

Create Boilerplate Text for Templates

Understand the Client Acceptance Experience

Invite Clients to the Client Portal

Using the Client Portal Manager

Show Files on Your Client's Portal

Client Requests

Create a New Client Request

Use Client Request Templates

Add Client Request Templates to Task Templates

Create and Send Bulk Client Requests

Send Drafted Client Requests in Bulk

Send a Fillable PDF as a Client Request

Fill out a Fillable PDF | Practitioner

Use the AI Assistant to Draft an Email

Use the Global Inbox

Create a Client From the Global Inbox

Create a Task From the Global Inbox

Use Labels With Gmail

Assign Outlook Emails to Folders

Email & Email Templates

Navigate Email Templates

Apply Email Templates to Emails

Send Bulk Emails

View Bulk Email History

Create a Custom Email Signature

Internal Communication

Use the Comments Inbox

Comment on an Email

Comment on a Task

React to a Comment

Remove a Team Member From a Comment Feed

Set Comments Permissions

Build a custom form from scratch or from a template

Create a Questionnaire

Save a Questionnaire as a PDF or CSV

Send Bulk Questionnaires

Edit a Sent Questionnaire