Document Management
Learn how to upload, store, share documents, and request e-signatures from your clients.
46 articles
AI Prompt Library for Smarter Document Request Lists in Canopy
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
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
Send eSign Requests
Uninstall the Desktop Assistant on Windows
Install the Desktop Assistant
Upload Files With 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?
Move Files
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?