This section contains frequently asked questions regarding Files.
Can I add Files to the Folder Templates?
Can I add a file to many contacts at one time?
Yes, you can now copy a file to many contacts from the contact list. Review the Bulk Copy Files article for more information!
Can I move Contact Files to Internal Files?
Can I move Contact Files to My Files?
Can I move My Files to Contact Files?
Can I move My Files to Internal Files?
Can I move Internal Files to My Files?
Can I move Internal Files to Contact Files?
Can I make files visible in the client portal in bulk?
Yes! In the contact's files tab, you'll want to follow these steps:
- Hold the shift key
- Select files
- Right click
- Select Make visible to client
Where can I view a list of all files uploaded by clients that have not been viewed and organized?
You can find these in the File inbox. To get there, follow these steps:
- Select Files
- Click on Contact Files
- Select File inbox in the top right corner
Can I copy/duplicate a file?
Can I only make certain files visible to only a few portal users?
No, all files made visible in the portal are visible to all client portal users. The best way to share files with third parties is to share a file link. Visit this article to learn more.
Can I edit a file in Canopy?
No, you have to edit files using the Desktop Assistant or Virtual Drive.
Can I delete files in bulk?
Yes. Review the Archive a File or Folder article for steps on this.
Can I share files with non-portal users?
Yes, the best way to share files with third parties is to share a file link. Visit this article to learn more.
Can I make only certain files accessible to team members?
Yes, there is the option to add folder permissions. Right-click or use the three stacked dots on a folder and then select “Folder Access”. Learn more about folder permissions here.
Can I add files to email templates?
How can I change the page orientation?
The page orientation only “sticks” for PDF files, this is done in the file panel. Otherwise, you will have to re-upload the file with the correct orientation.
Why don’t annotations show on an exported/shared/printed file?
Annotations are internal, meaning they are only visible to team members within Canopy.
How do I stop the file from being so zoomed in every time I open a file?
Select the drop-down arrow next to the zoom percentage and select “Fit to page”.
Can I delete my team members' annotations?
You cannot delete team members' annotations.
What file types are supported?
What is the maximum file size allowed?
Can I drag and drop folders?
Folders must be compressed or zipped. Unzipped folders will not be uploaded. Folders can also be uploaded using the Desktop Assistant.