What's in this Article
Applicable Roles/Permissions/Licenses
- Roles: Any
- Permissions: Upload, Move, & Organize Files
- Licenses: Document Management
The desktop assistant supports scanning documents into Canopy. Depending on your scanner, the software installation process may be different. In this article, we use the HP Envy 4501 printer/scanner.
Scan to Canopy With the Desktop Assistant
1. Select the Canopy Desktop Assistant profile that you created.
2. Press Scan on your scanner.
The Desktop Assistant will provide a pop-up window.
3. Fill out the required fields in the popup window:
- Input a file name.
- Search for and select a Contact for the file to be uploaded to.
- Choose or create a folder destination for the file.
4. Click Upload.
The scanned file will be uploaded to the specified contact folder.
5. To view the uploaded file in Canopy, click on the desktop assistant icon in your application tray.
6. Click the View in Canopy text in line with your scanned file.
The file will open inside the Canopy app on your default web browser.