Client Engagement & Client Portal
Learn about Canopy's Client Engagement solution with features like Client Portal, Engagements, Email, and Client Requests.
61 articles
How do I create an Engagement Template in Canopy?
How do I Create and Send an Engagement?
How to View and Manage Engagements
Duplicate an Engagement or Download as a PDF
Create a Letter
Create a Letter Template
Update Your Letter Templates
Create Boilerplate Text for Templates
Understand the Client Acceptance Experience
Questionnaires
Build a custom form from scratch or from a template
How do I build a Questionnaire from scratch?
How do I generate a Questionnaire using AI?
How do I build a Questionnaire using a template?
How do I send a Questionnaire to a Contact or Client?
How do I send a Questionnaire in Bulk?
How do I save a Questionnaire as a PDF or CSV file?
How do I edit an already sent Questionnaire?
How do I Pre-Fill a Questionnaire using AI?
How do I send a Questionnaire using a Secure Link?
How can I manage, retrieve, and mark client questionnaires as complete in Canopy?
Client Intake
Learn how to set up an efficient client intake process
How do I set up Smart Intake for new clients?