Client Engagement & Client Portal
Learn about Canopy's Client Engagement solution with features like Client Portal, Engagements, Email, and Client Requests.
57 articles
Create an Engagement Item Template
Create an Engagement Template
Navigate the Engagement Builder
Explore the Engagements List
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 create a Questionnaire?
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 send a Questionnaire using a Secure Link?