Files Interface
30 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?