Document Management
Learn how to upload, store, share documents, and request e-signatures from your clients.
53 articles
- Get Familiar with the Files Interface
- Set Retention Rules
- Assign Folder Permissions to Team Members
- Upload a Folder to Canopy
- Create Folder Templates
- Apply a Folder Template
- Edit Folder Templates
- Duplicate a Folder Template
- How Do I Archive and Restore Folders and Files in Canopy?
- 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
- How Do I Annotate Files in Canopy?
- Manage PDF Pages
- Merge Files Into a New PDF
- How do I create and send an eSign Request?
- Uninstall the Desktop Assistant on Windows
- Install the Desktop Assistant
- How to Print Files to Canopy Using the Desktop Assistant
- How-to Video: 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?
- How Do I Search for Files in Canopy?
- How Do I Move or Copy Files in Canopy?
- FAQ | Understanding Secure Links
- 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?
- How do I use the Files Inbox to Organize Uploaded Files?
- How do I Use Multi-Select and Bulk Actions on Files?