Document Management
Learn how to upload, store, share documents, and request e-signatures from your clients.
73 articles
Get Familiar with the Files Interface Redesign
Set Retention Rules
Create Folders
Assign Team/Team Members Permissions to Folders
Upload a Folder to Canopy
Create Folder Templates
Apply a Folder Template
Edit Folder Templates
Duplicate a Folder Template
Archive a File or Folder
Remove a Folder Template
Bulk Copy Files
Send a Client File Using a Secure Link
Request Files via Secure Link
Upload a File to Canopy
Preview a File
Download Files
Save Email Attachments
Annotate Files in Canopy
Manage PDF Pages
Merge Files Into a New PDF
Fill out a Fillable PDF | Practitioner
Send eSign Requests
Purchase Knowledge-Based Credits (KBA) for eSign
View and Update eSign Tasks
Uninstall the Desktop Assistant on Windows
Install the Desktop Assistant
Upload Files With the Desktop Assistant
Edit a File With the Desktop Assistant
Scan to Canopy With the Desktop Assistant
Desktop Assistant FAQs & Troubleshooting
How do I duplicate a file or folder?
How do I view File History?
Upload a File to Canopy
Bulk Copy Files
Move Files
Understanding Secure Links
Request Files via Secure Link
Preview a File
Download Files
Save Email Attachments
Annotate Files in Canopy
Manage PDF Pages
Merge Files Into a New PDF
Fill out a Fillable PDF | Practitioner
How do I automatically rename client files using AI?Use Document Renaming to rename files in bulk
Which documents does the Document Renaming tool support?A list of all the documentation types, including IRS/Tax documents that the renaming tool supports.
How do I create and send a Document Checklist?
How do I adjust document classification or leave feedback on the AI renaming tool?
How do I use AI-Powered Document Checklists?
Uninstall the Desktop Assistant
Install the Desktop Assistant
Upload Files With the Desktop Assistant
File Migration With the Desktop Assistant
Edit a File With the Desktop Assistant
Scan to Canopy With the Desktop Assistant
Desktop Assistant FAQs & Troubleshooting
FAQ | Desktop Assistant Common Questions
How can I resolve syncing and visibility issues for new client folders in Canopy Virtual Drive?