Document Management
Learn how to upload, store, share documents, and request e-signatures from your clients.
67 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
Understanding Secure Links
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
File Migration With the Desktop Assistant
Edit a File With the Desktop Assistant
Scan to Canopy With the Desktop Assistant
Desktop Assistant FAQs & Troubleshooting