Canopy

How do I upload files using a Document Checklist in the Client Portal App?

How do I review and sign an Engagement in the Canopy Client Portal App?

Log in to the Client Portal Mobile App

How Do I Switch Between Client Portals on Mobile?

Navigate the Client Portal on Mobile

Complete a Client Request on the Mobile App

Complete an eSign Request on Mobile

Complete a Fillable PDF on the Client Portal App

How Do I Pay an Invoice in the Client Portal App?

How Do I Upload a File on the Client Portal App?

How Do I Scan a Document in the Client Portal App?

Complete a Questionnaire on the Client Portal App

Manage Payment Methods and Setup Apple Pay in the Client Portal App

Viewing engagement status, signers, and linked tasks from your mobile device

How Do I View Engagements on a Client Record in the Practitioner App?

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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