Files Interface Redesign
33 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?